Recruiting & transitions — April 2024
Recruiters, transition consultants, and firms hiring advisors.
3765 firms opened this window in the April 2024 SEC roster: 1368 headcount up, 953 new office, 812 headcount down, 492 aum down, 140 deregistered.
85
J.P. MORGAN SECURITIES LLC — grew from 6784 to 7426 advisory reps. IAPD ↗
85
OPPENHEIMER & CO. INC. — grew from 1073 to 1126 advisory reps. IAPD ↗
85
EDWARD JONES — grew from 19677 to 21219 advisory reps. IAPD ↗
85
GOLDMAN SACHS & CO. LLC — grew from 2260 to 2406 advisory reps. IAPD ↗
85
JANNEY MONTGOMERY SCOTT LLC — grew from 1202 to 1239 advisory reps. IAPD ↗
85
FIFTH THIRD SECURITIES, INC. — grew from 686 to 722 advisory reps. IAPD ↗
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED — grew from 3012 to 3027 advisory reps. IAPD ↗
85
VOYA RETIREMENT ADVISORS, LLC — grew from 70 to 136 advisory reps. IAPD ↗
85
HORNOR, TOWNSEND & KENT, LLC — grew from 401 to 417 advisory reps. IAPD ↗
85
PRUDENTIAL FINANCIAL PLANNING SERVICES — grew from 2500 to 2700 advisory reps. IAPD ↗
85
LPL FINANCIAL LLC — grew from 25961 to 27045 advisory reps. IAPD ↗
85
EQUITABLE ADVISORS, LLC — grew from 3678 to 3955 advisory reps. IAPD ↗
85
CITIGROUP GLOBAL MARKETS INC. — grew from 4737 to 4880 advisory reps. IAPD ↗
85
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED — grew from 25573 to 26251 advisory reps. IAPD ↗
85
COMMONWEALTH FINANCIAL NETWORK — grew from 2900 to 3000 advisory reps. IAPD ↗
85
PRIMERICA ADVISORS — grew from 3420 to 3560 advisory reps. IAPD ↗
85
CETERA ADVISORS LLC — grew from 947 to 997 advisory reps. IAPD ↗
85
WELLS FARGO ADVISORS — grew from 1730 to 1978 advisory reps. IAPD ↗
85
HUNTINGTON FINANCIAL ADVISORS — grew from 366 to 408 advisory reps. IAPD ↗
85
U.S. BANCORP INVESTMENTS, INC. — grew from 862 to 951 advisory reps. IAPD ↗
85
WELLS FARGO ADVISORS — grew from 8496 to 8623 advisory reps. IAPD ↗
85
ADVICE AND PLANNING SERVICES — grew from 949 to 1115 advisory reps. IAPD ↗
85
OSAIC WEALTH, INC. — grew from 2075 to 4397 advisory reps. IAPD ↗
85
STIFEL INDEPENDENT ADVISORS, LLC — grew from 112 to 127 advisory reps. IAPD ↗
85
HANTZ FINANCIAL SERVICES, INC. — grew from 251 to 277 advisory reps. IAPD ↗
85
PARK AVENUE SECURITIES LLC — grew from 1805 to 1820 advisory reps. IAPD ↗
85
AVANTAX ADVISORY SERVICES — grew from 2433 to 2478 advisory reps. IAPD ↗
85
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC — grew from 904 to 946 advisory reps. IAPD ↗
85
MONETA GROUP INVESTMENT ADVISORS, LLC — grew from 188 to 214 advisory reps. IAPD ↗
85
SEI INVESTMENTS MANAGEMENT CORP — grew from 192 to 223 advisory reps. IAPD ↗
85
CREATIVE PLANNING — grew from 1086 to 1210 advisory reps. IAPD ↗
85
CETERA INVESTMENT ADVISERS LLC — grew from 2788 to 5928 advisory reps. IAPD ↗
85
BNY MELLON ADVISORS, INC. — grew from 8 to 43 advisory reps. IAPD ↗
85
F L PUTNAM INVESTMENT MANAGEMENT CO. — grew from 37 to 60 advisory reps. IAPD ↗
85
THE AYCO COMPANY, L.P. — grew from 875 to 997 advisory reps. IAPD ↗
85
UBS ASSET MANAGEMENT (AMERICAS) INC. — grew from 179 to 216 advisory reps. IAPD ↗
85
J.P. MORGAN INVESTMENT MANAGEMENT INC. — grew from 2070 to 2112 advisory reps. IAPD ↗
85
SAVANT WEALTH MANAGEMENT — grew from 116 to 185 advisory reps. IAPD ↗
85
TRANSAMERICA RETIREMENT ADVISORS, LLC — grew from 105 to 126 advisory reps. IAPD ↗
85
FISHER INVESTMENTS — grew from 1574 to 1613 advisory reps. IAPD ↗
85
GOLDMAN SACHS ASSET MANAGEMENT, L.P. — grew from 753 to 801 advisory reps. IAPD ↗
85
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — grew from 610 to 689 advisory reps. IAPD ↗
85
BRIGHTON JONES LLC — grew from 134 to 149 advisory reps. IAPD ↗
85
PRINCIPAL ASSET MANAGEMENT — grew from 683 to 700 advisory reps. IAPD ↗
85
PRINCIPAL REAL ESTATE — grew from 325 to 349 advisory reps. IAPD ↗
85
BROWN ADVISORY — grew from 249 to 267 advisory reps. IAPD ↗
85
EAGLE STRATEGIES LLC — grew from 1885 to 1982 advisory reps. IAPD ↗
85
EP WEALTH ADVISORS — grew from 176 to 195 advisory reps. IAPD ↗
85
ALLWORTH FINANCIAL, L.P. — grew from 133 to 156 advisory reps. IAPD ↗
85
CHOREO, LLC — grew from 105 to 129 advisory reps. IAPD ↗
85
APERIO GROUP, LLC — grew from 39 to 73 advisory reps. IAPD ↗
85
SPIRE WEALTH MANAGEMENT, LLC — grew from 68 to 93 advisory reps. IAPD ↗
85
CAZ INVESTMENTS L.P. — grew from 28 to 46 advisory reps. IAPD ↗
85
WAVERLY ADVISORS, LLC — grew from 69 to 84 advisory reps. IAPD ↗
85
SEQUOIA FINANCIAL GROUP, L.L.C. — grew from 116 to 143 advisory reps. IAPD ↗
85
BEACON POINTE ADVISORS, LLC — grew from 230 to 296 advisory reps. IAPD ↗
85
NFP RETIREMENT INC. — grew from 115 to 131 advisory reps. IAPD ↗
85
REGAL INVESTMENT ADVISORS LLC — grew from 90 to 117 advisory reps. IAPD ↗
85
CLIFFWATER LLC — grew from 56 to 76 advisory reps. IAPD ↗
85
GENERAL ATLANTIC SERVICE COMPANY, L.P. — grew from 180 to 209 advisory reps. IAPD ↗
85
CURI RMB CAPITAL, LLC — grew from 66 to 87 advisory reps. IAPD ↗
85
MARINER WEALTH — grew from 646 to 709 advisory reps. IAPD ↗
85
NATIONWIDE INVESTMENT ADVISORS, LLC — grew from 310 to 348 advisory reps. IAPD ↗
85
MERIT FINANCIAL ADVISORS — grew from 101 to 117 advisory reps. IAPD ↗
85
METLIFE INVESTMENT MANAGEMENT, LLC — grew from 660 to 695 advisory reps. IAPD ↗
85
BUCKINGHAM STRATEGIC PARTNERS, LLC — grew from 43 to 312 advisory reps. IAPD ↗
85
BUCKINGHAM STRATEGIC WEALTH, LLC — grew from 258 to 312 advisory reps. IAPD ↗
85
HIGHTOWER ADVISORS, LLC — grew from 777 to 792 advisory reps. IAPD ↗
85
GALLAGHER FIDUCIARY ADVISORS, LLC — grew from 122 to 160 advisory reps. IAPD ↗
85
MERCER GLOBAL ADVISORS INC. — grew from 400 to 727 advisory reps. IAPD ↗
85
KINGSVIEW WEALTH MANAGEMENT, LLC — grew from 70 to 85 advisory reps. IAPD ↗
85
NB ALTERNATIVES ADVISERS LLC — grew from 165 to 187 advisory reps. IAPD ↗
85
CERITY PARTNERS LLC — grew from 395 to 704 advisory reps. IAPD ↗
85
BTG PACTUAL ASSET MANAGEMENT US , LLC — grew from 32 to 68 advisory reps. IAPD ↗
85
EMPIRICAL WEALTH MANAGEMENT — grew from 34 to 59 advisory reps. IAPD ↗
85
INVESCO MANAGED ACCOUNTS, LLC — grew from 14 to 29 advisory reps. IAPD ↗
85
KESTRA PRIVATE WEALTH SERVICES, LLC — grew from 119 to 158 advisory reps. IAPD ↗
85
MODERA WEALTH MANAGEMENT, LLC — grew from 64 to 100 advisory reps. IAPD ↗
85
PROSPERITY CAPITAL ADVISORS — grew from 63 to 104 advisory reps. IAPD ↗
85
RWA WEALTH PARTNERS — grew from 52 to 71 advisory reps. IAPD ↗
85
THE COLONY GROUP, LLC — grew from 215 to 255 advisory reps. IAPD ↗
85
CAPITAL ANALYSTS — grew from 680 to 704 advisory reps. IAPD ↗
85
OSAIC ADVISORY SERVICES, LLC — grew from 119 to 141 advisory reps. IAPD ↗
85
GLOBAL RETIREMENT PARTNERS LLC — grew from 444 to 493 advisory reps. IAPD ↗
85
PFG ADVISORS — grew from 78 to 99 advisory reps. IAPD ↗
85
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC — grew from 170 to 206 advisory reps. IAPD ↗
85
PENSIONMARK FINANCIAL GROUP, LLC — grew from 130 to 166 advisory reps. IAPD ↗
85
CREATIVEONE WEALTH, LLC — grew from 157 to 188 advisory reps. IAPD ↗
85
BANKERS LIFE ADVISORY SERVICES, INC. — grew from 363 to 378 advisory reps. IAPD ↗
85
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — grew from 207 to 327 advisory reps. IAPD ↗
85
MARINER INDEPENDENT — grew from 131 to 184 advisory reps. IAPD ↗
85
INTEGRATED WEALTH CONCEPTS LLC — grew from 178 to 423 advisory reps. IAPD ↗
85
FROST INVESTMENT SERVICES — grew from 73 to 94 advisory reps. IAPD ↗
85
JORDAN PARK GROUP LLC — grew from 62 to 86 advisory reps. IAPD ↗
85
FIDELITY PERSONAL AND WORKPLACE ADVISORS — grew from 13507 to 15424 advisory reps. IAPD ↗
85
ARKADIOS WEALTH ADVISORS — grew from 115 to 137 advisory reps. IAPD ↗
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 405 to 573 advisory reps. IAPD ↗
85
APOLLON WEALTH MANAGEMENT, LLC — grew from 71 to 93 advisory reps. IAPD ↗
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 122 to 161 advisory reps. IAPD ↗
85
DAKOTA WEALTH, LLC — grew from 38 to 54 advisory reps. IAPD ↗
85
SIMPLICITY WEALTH — grew from 132 to 159 advisory reps. IAPD ↗
85
IEQ CAPITAL, LLC — grew from 81 to 100 advisory reps. IAPD ↗
85
THRIVENT ADVISOR NETWORK, LLC — grew from 134 to 164 advisory reps. IAPD ↗
85
THE AMERIFLEX GROUP — grew from 85 to 149 advisory reps. IAPD ↗
85
CONNECTUS WEALTH — grew from 49 to 83 advisory reps. IAPD ↗
85
FOURTHOUGHT FINANCIAL PARTNERS, LLC. — grew from 6 to 21 advisory reps. IAPD ↗
85
CITI GLOBAL ALTERNATIVES, LLC — grew from 55 to 75 advisory reps. IAPD ↗
85
MODERN WEALTH MANAGEMENT, LLC — grew from 19 to 36 advisory reps. IAPD ↗
85
MIDLAND WEALTH MANAGEMENT — grew from 1 to 16 advisory reps. IAPD ↗
84
SAGE, RUTTY & CO., INC. — grew from 25 to 39 advisory reps. IAPD ↗
84
NORTHERN TRUST INVESTMENTS, INCORPORATED — grew from 194 to 208 advisory reps. IAPD ↗
84
BOSTON PARTNERS — grew from 41 to 55 advisory reps. IAPD ↗
84
FOURSTAR WEALTH ADVISORS, LLC — grew from 25 to 39 advisory reps. IAPD ↗
84
INSIGNEO ADVISORY SERVICES, LLC — grew from 154 to 168 advisory reps. IAPD ↗
84
ONEASCENT FINANCIAL SERVICES LLC — grew from 25 to 39 advisory reps. IAPD ↗
84
EVERSOURCE WEALTH ADVISORS, LLC — grew from 26 to 40 advisory reps. IAPD ↗
83
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC — grew from 25 to 471 advisory reps. IAPD ↗
83
ARVEST WEALTH MANAGEMENT — grew from 214 to 227 advisory reps. IAPD ↗
83
EDELMAN FINANCIAL ENGINES — grew from 478 to 491 advisory reps. IAPD ↗
83
GAMCO ASSET MANAGEMENT INC. — grew from 23 to 36 advisory reps. IAPD ↗
83
BOLTON GLOBAL ASSET MANAGEMENT — grew from 102 to 115 advisory reps. IAPD ↗
83
PARALLEL ADVISORS, LLC — grew from 43 to 56 advisory reps. IAPD ↗
83
PRIVATE ADVISOR GROUP, LLC — grew from 708 to 721 advisory reps. IAPD ↗
83
RFG ADVISORY, LLC — grew from 89 to 102 advisory reps. IAPD ↗
83
FUSE PARTNERS, LLC — grew from 19 to 36 advisory reps. IAPD ↗
83
INTRUA FINANCIAL — grew from 29 to 42 advisory reps. IAPD ↗
83
PRINCIPAL ADVISED SERVICES — grew from 43 to 58 advisory reps. IAPD ↗
83
INSPIRE ADVISORS, LLC — grew from 29 to 45 advisory reps. IAPD ↗
83
FIFTH THIRD WEALTH ADVISORS LLC — grew from 13 to 37 advisory reps. IAPD ↗
83
IMPACT PARTNERSHIP WEALTH, LLC — grew from 33 to 50 advisory reps. IAPD ↗
83
49 FINANCIAL — grew from 47 to 74 advisory reps. IAPD ↗
83
BLUESTEM WEALTH PARTNERS, LLC — grew from 3 to 33 advisory reps. IAPD ↗
82
NORTHERN TRUST SECURITIES, INC — grew from 58 to 70 advisory reps. IAPD ↗
82
HARBOUR INVESTMENTS, INC. — grew from 194 to 206 advisory reps. IAPD ↗
82
STRATEGIC ADVISERS LLC — grew from 146 to 158 advisory reps. IAPD ↗
82
CLEARSTEAD; HARTLAND & CO., LLC — grew from 48 to 60 advisory reps. IAPD ↗
82
NISA INVESTMENT ADVISORS, LLC — grew from 182 to 194 advisory reps. IAPD ↗
82
TA REALTY LLC — grew from 73 to 85 advisory reps. IAPD ↗
82
CREATIVE FINANCIAL DESIGNS, INC. — grew from 140 to 152 advisory reps. IAPD ↗
82
REDHAWK WEALTH ADVISORS, INC. — grew from 35 to 47 advisory reps. IAPD ↗
82
NORTHROCK PARTNERS, LLC — grew from 27 to 39 advisory reps. IAPD ↗
82
RITHOLTZ WEALTH MANAGEMENT — grew from 26 to 38 advisory reps. IAPD ↗
82
WEALTHCARE ADVISORY PARTNERS LLC — grew from 133 to 145 advisory reps. IAPD ↗
82
INVST, LLC — grew from 28 to 40 advisory reps. IAPD ↗
82
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY — grew from 38 to 50 advisory reps. IAPD ↗
81
BOK FINANCIAL ADVISORS — grew from 138 to 151 advisory reps. IAPD ↗
81
MANULIFE INVESTMENT MANAGEMENT (US) LLC — grew from 127 to 138 advisory reps. IAPD ↗
81
PLANTE MORAN FINANCIAL ADVISORS — grew from 128 to 139 advisory reps. IAPD ↗
81
LEVEL FOUR ADVISORY SERVICES — grew from 109 to 120 advisory reps. IAPD ↗
81
AVIOR WEALTH MANAGEMENT, LLC — grew from 86 to 97 advisory reps. IAPD ↗
81
HUDSON ADVISORS — grew from 105 to 116 advisory reps. IAPD ↗
81
GOOD LIFE ADVISORS, LLC — grew from 89 to 100 advisory reps. IAPD ↗
81
THE WEALTH CONSULTING GROUP — grew from 149 to 160 advisory reps. IAPD ↗
81
CRESTWOOD ADVISORS — grew from 35 to 46 advisory reps. IAPD ↗
81
PERENNIAL FINANCIAL SERVICES — grew from 21 to 32 advisory reps. IAPD ↗
81
ATOMIC INVEST LLC — grew from 8 to 19 advisory reps. IAPD ↗
81
GATEWAY WEALTH PARTNERS, LLC — grew from 38 to 51 advisory reps. IAPD ↗
80
SMITH MOORE & CO. — grew from 40 to 50 advisory reps. IAPD ↗
80
W&S BROKERAGE SERVICES, INC. — grew from 56 to 73 advisory reps. IAPD ↗
80
LIFEMARK SECURITIES CORP. — grew from 70 to 86 advisory reps. IAPD ↗
80
FIRST HORIZON ADVISORS, INC — grew from 170 to 180 advisory reps. IAPD ↗
80
MEEDER ADVISORY SERVICES, INC. — grew from 26 to 36 advisory reps. IAPD ↗
80
MFS INSTITUTIONAL ADVISORS INC. — grew from 322 to 332 advisory reps. IAPD ↗
80
MORNINGSTAR INVESTMENT SERVICES LLC — grew from 31 to 41 advisory reps. IAPD ↗
80
AMERICAN PORTFOLIOS ADVISORS, INC — grew from 590 to 600 advisory reps. IAPD ↗
80
SCS CAPITAL MANAGEMENT LLC — grew from 35 to 45 advisory reps. IAPD ↗
80
BROOKSTONE WEALTH ADVISORS, LLC — grew from 198 to 225 advisory reps. IAPD ↗
80
PURE FINANCIAL ADVISORS, LLC — grew from 46 to 56 advisory reps. IAPD ↗
80
VECTORGLOBAL IAG, INC. — grew from 15 to 25 advisory reps. IAPD ↗
80
GRADIENT ADVISORS, LLC — grew from 137 to 152 advisory reps. IAPD ↗
80
ASHTON THOMAS PRIVATE WEALTH — grew from 37 to 47 advisory reps. IAPD ↗
80
SCHWAB WEALTH ADVISORY, INC. — grew from 801 to 898 advisory reps. IAPD ↗
80
FI3 FINANCIAL ADVISORS, LLC — grew from 6 to 18 advisory reps. IAPD ↗
80
APELLA WEALTH — grew from 30 to 40 advisory reps. IAPD ↗
80
CYNOSURE GROUP, LLC — grew from 25 to 35 advisory reps. IAPD ↗
80
PRIME CAPITAL INVESTMENT ADVISORS, LLC — grew from 188 to 198 advisory reps. IAPD ↗
80
FLORIDA FINANCIAL ADVISORS, LLC — grew from 170 to 294 advisory reps. IAPD ↗
80
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — grew from 74 to 84 advisory reps. IAPD ↗
80
ADVISOR SHARE WEALTH MANAGEMENT — grew from 2 to 22 advisory reps. IAPD ↗
79
SILVER OAK SECURITIES, INC. — grew from 96 to 105 advisory reps. IAPD ↗
79
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC — grew from 35 to 44 advisory reps. IAPD ↗
79
1834 INVESTMENT ADVISORS CO. — grew from 8 to 17 advisory reps. IAPD ↗
79
AVANTAX PLANNING PARTNERS, INC. — grew from 239 to 248 advisory reps. IAPD ↗
79
FIRST TRUST ADVISORS LP — grew from 86 to 95 advisory reps. IAPD ↗
79
MISSIONSQUARE RETIREMENT — grew from 213 to 224 advisory reps. IAPD ↗
79
T. ROWE PRICE ADVISORY SERVICES, INC. — grew from 33 to 42 advisory reps. IAPD ↗
79
HAMILTON CAPITAL — grew from 46 to 55 advisory reps. IAPD ↗
79
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — grew from 125 to 134 advisory reps. IAPD ↗
79
CAVANAL HILL INVESTMENT MANAGEMENT, INC. — grew from 29 to 38 advisory reps. IAPD ↗
79
JOHNSON INVESTMENT COUNSEL, INC. — grew from 70 to 79 advisory reps. IAPD ↗
79
PERIGON WEALTH MANAGEMENT, LLC — grew from 64 to 73 advisory reps. IAPD ↗
79
DAI WEALTH, LLC — grew from 14 to 28 advisory reps. IAPD ↗
79
FREESTONE CAPITAL MANAGEMENT, LLC — grew from 34 to 43 advisory reps. IAPD ↗
79
SOLTIS INVESTMENT ADVISORS, LLC — grew from 36 to 45 advisory reps. IAPD ↗
79
RAINE CAPITAL LLC — grew from 102 to 111 advisory reps. IAPD ↗
79
ROBERTSON STEPHENS — grew from 42 to 51 advisory reps. IAPD ↗
79
FORTIS CAPITAL ADVISORS, LLC — grew from 13 to 24 advisory reps. IAPD ↗
79
VICTORY FINANCIAL — grew from 1 to 12 advisory reps. IAPD ↗
78
MUZINICH & CO., INC. — grew from 58 to 66 advisory reps. IAPD ↗
78
POLEN CAPITAL MANAGEMENT, LLC — grew from 19 to 27 advisory reps. IAPD ↗
78
MWA FINANCIAL SERVICES, INC. — grew from 102 to 115 advisory reps. IAPD ↗
78
MORGAN STANLEY AIP GP LP — grew from 142 to 150 advisory reps. IAPD ↗
78
GREAT VALLEY ADVISOR GROUP, INC. — grew from 146 to 154 advisory reps. IAPD ↗
78
MERCER INVESTMENTS LLC — grew from 603 to 611 advisory reps. IAPD ↗
78
CONCORDE ASSET MANAGEMENT, LLC — grew from 57 to 67 advisory reps. IAPD ↗
78
FFT WEALTH MANAGEMENT — grew from 14 to 22 advisory reps. IAPD ↗
78
OBRA CAPITAL MANAGEMENT, LLC. — grew from 46 to 54 advisory reps. IAPD ↗
78
STEELPEAK WEALTH, LLC — grew from 20 to 28 advisory reps. IAPD ↗
78
KOVITZ INVESTMENT GROUP PARTNERS, LLC — grew from 44 to 52 advisory reps. IAPD ↗
78
QUEST PARTNERS LLC — grew from 17 to 25 advisory reps. IAPD ↗
78
LGL PARTNERS, LLC — grew from 14 to 22 advisory reps. IAPD ↗
78
MARINER INDEPENDENT — grew from 75 to 83 advisory reps. IAPD ↗
78
CASSADAY & COMPANY, INC. — grew from 19 to 27 advisory reps. IAPD ↗
78
SAPIENT CAPITAL LLC — grew from 11 to 19 advisory reps. IAPD ↗
77
HALBERT HARGROVE — grew from 29 to 36 advisory reps. IAPD ↗
77
NEW ENGLAND ASSET MANAGEMENT, INC. — grew from 42 to 49 advisory reps. IAPD ↗
77
ASSET PRESERVATION ADVISORS, LLC — grew from 13 to 20 advisory reps. IAPD ↗
77
MAIRS & POWER — grew from 19 to 26 advisory reps. IAPD ↗
77
BOUCHEY FINANCIAL GROUP LTD — grew from 12 to 19 advisory reps. IAPD ↗
77
PARTNERS CAPITAL INVESTMENT GROUP, LLP — grew from 76 to 83 advisory reps. IAPD ↗
77
CARY STREET PARTNERS — grew from 64 to 71 advisory reps. IAPD ↗
77
CSENGE ADVISORY GROUP, LLC — grew from 69 to 76 advisory reps. IAPD ↗
77
HOYLECOHEN, LLC — grew from 21 to 28 advisory reps. IAPD ↗
77
TOTAL CLARITY WEALTH MANAGEMENT, INC — grew from 14 to 23 advisory reps. IAPD ↗
77
CALAMOS WEALTH MANAGEMENT LLC — grew from 26 to 33 advisory reps. IAPD ↗
77
SCHRODERS CAPITAL MANAGEMENT (US) INC. — grew from 60 to 67 advisory reps. IAPD ↗
77
ARTISAN PARTNERS LIMITED PARTNERSHIP — grew from 114 to 121 advisory reps. IAPD ↗
77
IFG ADVISORY, LLC — grew from 68 to 75 advisory reps. IAPD ↗
77
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS — grew from 43 to 50 advisory reps. IAPD ↗
77
SANCTUARY ADVISORS, LLC — grew from 302 to 309 advisory reps. IAPD ↗
77
STRATOS WEALTH ADVISORS LLC — grew from 60 to 67 advisory reps. IAPD ↗
77
INTEROCEAN CAPITAL — grew from 23 to 30 advisory reps. IAPD ↗
77
CERCANO MANAGEMENT LLC — grew from 26 to 33 advisory reps. IAPD ↗
77
EVERGREEN MONEY ADVISORS — grew from 0 to 12 advisory reps. IAPD ↗
76
CAPITAL ADVISORS, INC. — grew from 32 to 38 advisory reps. IAPD ↗
76
DONALDSON CAPITAL MANAGEMENT LLC — grew from 30 to 36 advisory reps. IAPD ↗
76
PRIME BUCHHOLZ LLC — grew from 66 to 72 advisory reps. IAPD ↗
76
MIO PARTNERS, INC. — grew from 51 to 57 advisory reps. IAPD ↗
76
INDEX FUND ADVISORS, INC. — grew from 26 to 32 advisory reps. IAPD ↗
76
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. — grew from 4 to 10 advisory reps. IAPD ↗
76
FINANCIAL & TAX ARCHITECTS, LLC — grew from 17 to 25 advisory reps. IAPD ↗
76
JOHNSON WEALTH INC. — grew from 57 to 63 advisory reps. IAPD ↗
76
APRIO WEALTH MANAGEMENT, LLC — grew from 17 to 23 advisory reps. IAPD ↗
76
SUMMITRY, LLC — grew from 13 to 19 advisory reps. IAPD ↗
76
WALDRON PRIVATE WEALTH — grew from 34 to 40 advisory reps. IAPD ↗
76
WESTWOOD WEALTH MANAGEMENT — grew from 17 to 25 advisory reps. IAPD ↗
76
MYCIO WEALTH PARTNERS, LLC — grew from 38 to 44 advisory reps. IAPD ↗
76
BIP WEALTH, LLC — grew from 21 to 27 advisory reps. IAPD ↗
76
CHICAGO PARTNERS INVESTMENT GROUP LLC — grew from 27 to 33 advisory reps. IAPD ↗
76
NORTH PIER FIDUCIARY MANAGEMENT, LLC — grew from 4 to 10 advisory reps. IAPD ↗
76
GEOWEALTH MANAGEMENT LLC — grew from 14 to 20 advisory reps. IAPD ↗
76
EURO PACIFIC ASSET MANAGEMENT, LLC — grew from 4 to 10 advisory reps. IAPD ↗
76
NORTHWEST FINANCIAL ADVISORS LLC — grew from 27 to 33 advisory reps. IAPD ↗
76
INTEGRATED ADVISORS NETWORK LLC — grew from 76 to 82 advisory reps. IAPD ↗
76
PINE VALLEY INVESTMENTS — grew from 24 to 30 advisory reps. IAPD ↗
76
TUCKER ASSET MANAGEMENT LLC — grew from 70 to 78 advisory reps. IAPD ↗
76
MANHATTAN WEST ASSET MANAGEMENT, LLC — grew from 27 to 33 advisory reps. IAPD ↗
76
LIFEWORKS ADVISORS, LLC — grew from 16 to 24 advisory reps. IAPD ↗
76
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC — grew from 21 to 32 advisory reps. IAPD ↗
76
PRINCIPLE WEALTH — grew from 15 to 21 advisory reps. IAPD ↗
76
MAIA WEALTH — grew from 22 to 30 advisory reps. IAPD ↗
76
SUMMIT FINANCIAL, LLC — grew from 67 to 73 advisory reps. IAPD ↗
76
EVOKE ADVISORS — grew from 19 to 25 advisory reps. IAPD ↗
76
MAIN STREET FINANCIAL SOLUTIONS, LLC — grew from 29 to 35 advisory reps. IAPD ↗
76
WELLINGTON WEALTH STRATEGIES, LLC — grew from 7 to 15 advisory reps. IAPD ↗
76
MORAN WEALTH MANAGEMENT, LLC — grew from 20 to 26 advisory reps. IAPD ↗
76
SOLLINDA CAPITAL MANAGEMENT LLC — grew from 1 to 9 advisory reps. IAPD ↗
75
TFS ADVISORY SERVICES — grew from 110 to 115 advisory reps. IAPD ↗
75
GIRARD ADVISORY SERVICES, LLC — grew from 37 to 42 advisory reps. IAPD ↗
75
LOOMIS, SAYLES & COMPANY, L.P. — grew from 717 to 722 advisory reps. IAPD ↗
75
WEALTHSPIRE ADVISORS — grew from 135 to 140 advisory reps. IAPD ↗
75
FOSTER GROUP, INC. — grew from 42 to 47 advisory reps. IAPD ↗
75
ARIEL INVESTMENTS, LLC — grew from 24 to 29 advisory reps. IAPD ↗
75
TERRIL & COMPANY — grew from 5 to 12 advisory reps. IAPD ↗
75
CHEVY CHASE TRUST COMPANY — grew from 35 to 40 advisory reps. IAPD ↗
75
ROBERTSON INVESTMENT MANAGEMENT — grew from 9 to 16 advisory reps. IAPD ↗
75
SPRING MOUNTAIN CAPITAL, LP — grew from 18 to 23 advisory reps. IAPD ↗
75
RETIREMENT PLAN ADVISORS, LLC — grew from 37 to 42 advisory reps. IAPD ↗
75
CERTUITY, LLC — grew from 11 to 16 advisory reps. IAPD ↗
75
CHATTERTON & ASSOCIATES — grew from 4 to 9 advisory reps. IAPD ↗
75
1919 INVESTMENT COUNSEL, LLC — grew from 58 to 63 advisory reps. IAPD ↗
75
CANNON FINANCIAL STRATEGISTS, INC. — grew from 21 to 26 advisory reps. IAPD ↗
75
STAMOS CAPITAL PARTNERS, L.P. — grew from 9 to 14 advisory reps. IAPD ↗
75
MILL CREEK CAPITAL ADVISORS, LLC — grew from 25 to 30 advisory reps. IAPD ↗
75
GM ADVISORY GROUP, LLC — grew from 9 to 14 advisory reps. IAPD ↗
75
WHITE OAK GLOBAL ADVISORS, LLC — grew from 44 to 49 advisory reps. IAPD ↗
75
CREATIVEONE SECURITIES, LLC — grew from 118 to 123 advisory reps. IAPD ↗
75
LIBREMAX CAPITAL, LLC — grew from 33 to 38 advisory reps. IAPD ↗
75
ZEGA FINANCIAL, LLC — grew from 9 to 14 advisory reps. IAPD ↗
75
CWA ASSET MANAGEMENT GROUP — grew from 23 to 28 advisory reps. IAPD ↗
75
MOSAIC ADVISORS — grew from 7 to 14 advisory reps. IAPD ↗
75
FIRST ADVISORS NATIONAL, LLC — grew from 62 to 69 advisory reps. IAPD ↗
75
LION STREET ADVISORS, LLC — grew from 136 to 141 advisory reps. IAPD ↗
75
ORGEL WEALTH MANAGEMENT, LLC — grew from 26 to 31 advisory reps. IAPD ↗
75
KEYSTONE FINANCIAL GROUP, LLC — grew from 28 to 33 advisory reps. IAPD ↗
75
XP ADVISORY US, INC. — grew from 21 to 26 advisory reps. IAPD ↗
75
FOUNDATIONS INVESTMENT ADVISORS LLC — grew from 182 to 187 advisory reps. IAPD ↗
75
GYL FINANCIAL SYNERGIES, LLC — grew from 37 to 42 advisory reps. IAPD ↗
75
THE FIDUCIARY ALLIANCE — grew from 23 to 28 advisory reps. IAPD ↗
75
GRYPHON FINANCIAL PARTNERS — grew from 7 to 12 advisory reps. IAPD ↗
75
PROCYON ADVISORS, LLC — grew from 29 to 34 advisory reps. IAPD ↗
75
INNOVIA WEALTH, LLC — grew from 13 to 18 advisory reps. IAPD ↗
75
CORNERSTONE WEALTH — grew from 45 to 50 advisory reps. IAPD ↗
75
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS — grew from 54 to 59 advisory reps. IAPD ↗
75
PMA ASSET MANAGEMENT, LLC — grew from 59 to 64 advisory reps. IAPD ↗
75
PARCION PRIVATE WEALTH LLC — grew from 13 to 18 advisory reps. IAPD ↗
75
LEGACY KNIGHT MFO, LLC — grew from 8 to 13 advisory reps. IAPD ↗
75
NEW REPUBLIC PARTNERS — grew from 12 to 17 advisory reps. IAPD ↗
75
NAVITER WEALTH, LLC — grew from 5 to 10 advisory reps. IAPD ↗
75
GROVE POINT ADVISORS, LLC — grew from 317 to 322 advisory reps. IAPD ↗
75
AS INVESTMENT MANAGEMENT — grew from 5 to 10 advisory reps. IAPD ↗
75
ARTA FINANCE — grew from 8 to 18 advisory reps. IAPD ↗
75
ETHOS FINANCIAL GROUP, LLC — grew from 13 to 20 advisory reps. IAPD ↗
75
CATALYTIC WEALTH MANAGEMENT — grew from 10 to 15 advisory reps. IAPD ↗
74
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. — grew from 5 to 9 advisory reps. IAPD ↗
74
ALBION FINANCIAL GROUP — grew from 7 to 11 advisory reps. IAPD ↗
74
CHOATE INVESTMENT ADVISORS — grew from 13 to 17 advisory reps. IAPD ↗
74
ADVENT CAPITAL MANAGEMENT, LLC — grew from 19 to 23 advisory reps. IAPD ↗
74
CENTRAL PARK ADVISERS, LLC — grew from 9 to 13 advisory reps. IAPD ↗
74
VERIS WEALTH PARTNERS, LLC — grew from 10 to 14 advisory reps. IAPD ↗
74
BIENVILLE CAPITAL MANAGEMENT, LLC — grew from 12 to 16 advisory reps. IAPD ↗
74
AVEO CAPITAL PARTNERS, LLC — grew from 18 to 22 advisory reps. IAPD ↗
74
BCI SECURITIES, INC. — grew from 21 to 27 advisory reps. IAPD ↗
74
PANDOWEALTH. LLC — grew from 8 to 14 advisory reps. IAPD ↗
74
BOGART WEALTH, LLC — grew from 16 to 20 advisory reps. IAPD ↗
74
LIFEPRO ASSET MANAGEMENT — grew from 34 to 40 advisory reps. IAPD ↗
74
SHADE TREE ADVISORS LLC — grew from 17 to 23 advisory reps. IAPD ↗
74
CATALYST FINANCIAL PARTNERS — grew from 2 to 8 advisory reps. IAPD ↗
74
QUENT CAPITAL, LLC — grew from 8 to 12 advisory reps. IAPD ↗
74
BLUEPRINT FINANCIAL ADVISORS — grew from 3 to 12 advisory reps. IAPD ↗
74
ADAMO CAPITAL — grew from 2 to 6 advisory reps. IAPD ↗
74
LXG WEALTH ADVISORY LLC — grew from 3 to 7 advisory reps. IAPD ↗
74
BULL HARBOR CAPITAL LLC. — grew from 7 to 16 advisory reps. IAPD ↗
74
QUOTIENT WEALTH PARTNERS, LLC — grew from 17 to 21 advisory reps. IAPD ↗
73
PRIVATE MANAGEMENT GROUP INC — grew from 15 to 18 advisory reps. IAPD ↗
73
SHELTON CAPITAL MANAGEMENT — grew from 12 to 15 advisory reps. IAPD ↗
73
MEEDER ASSET MANAGEMENT, INC. — grew from 12 to 15 advisory reps. IAPD ↗
73
NORTHSTAR ASSET MANAGEMENT INC — grew from 10 to 15 advisory reps. IAPD ↗
73
WESTMINSTER FINANCIAL ADVISORY CORP — grew from 35 to 40 advisory reps. IAPD ↗
73
FINANCIAL SYMMETRY INC. — grew from 12 to 15 advisory reps. IAPD ↗
73
THE MILWAUKEE COMPANY — grew from 4 to 7 advisory reps. IAPD ↗
73
FREEDOM INVESTMENT MANAGEMENT, INC. — grew from 7 to 10 advisory reps. IAPD ↗
73
CENTRIC WEALTH MANAGEMENT, LLC — grew from 3 to 8 advisory reps. IAPD ↗
73
FIDUCIARYVEST, LLC — grew from 5 to 8 advisory reps. IAPD ↗
73
PYA WALTMAN CAPITAL, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
CLINTON INVESTMENT MANAGEMENT, LLC — grew from 7 to 10 advisory reps. IAPD ↗
73
TRADEWINDS CAPITAL MANAGEMENT, LLC — grew from 2 to 7 advisory reps. IAPD ↗
73
FORT POINT CAPITAL PARTNERS LLC — grew from 13 to 16 advisory reps. IAPD ↗
73
WINDROSE ADVISORS LLC — grew from 5 to 8 advisory reps. IAPD ↗
73
RAUB BROCK CAPITAL MANAGEMENT, LP — grew from 4 to 7 advisory reps. IAPD ↗
73
CREAND MANAGEMENT — grew from 12 to 17 advisory reps. IAPD ↗
73
WESTFULLER ADVISORS, LLC — grew from 9 to 12 advisory reps. IAPD ↗
73
SUMMIT GLOBAL INVESTMENTS, LLC — grew from 12 to 15 advisory reps. IAPD ↗
73
ULRICH INVESTMENT CONSULTANTS — grew from 9 to 12 advisory reps. IAPD ↗
73
CV ADVISORS LLC — grew from 12 to 15 advisory reps. IAPD ↗
73
COPPER FINANCIAL — grew from 38 to 43 advisory reps. IAPD ↗
73
FIRST LIGHT ASSET MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗
73
1900 WEALTH — grew from 8 to 11 advisory reps. IAPD ↗
73
OREI ADVISORS LP — grew from 14 to 17 advisory reps. IAPD ↗
73
SLATESTONE WEALTH LLC — grew from 14 to 17 advisory reps. IAPD ↗
73
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — grew from 13 to 16 advisory reps. IAPD ↗
73
MAGNUS FINANCIAL GROUP LLC — grew from 9 to 12 advisory reps. IAPD ↗
73
CAPITA FINANCIAL NETWORK, LLC — grew from 15 to 18 advisory reps. IAPD ↗
73
CENTURA WEALTH ADVISORY — grew from 15 to 20 advisory reps. IAPD ↗
73
RWM CAPITAL, LLC — grew from 4 to 12 advisory reps. IAPD ↗
73
NILSINE PARTNERS, LLC — grew from 7 to 10 advisory reps. IAPD ↗
73
GODWIN CAPITAL GROUP, LLC — grew from 1 to 4 advisory reps. IAPD ↗
73
IMPRINT WEALTH LLC — grew from 12 to 17 advisory reps. IAPD ↗
73
TURTLE CREEK WEALTH ADVISORS, LLC — grew from 12 to 17 advisory reps. IAPD ↗
72
DOMINARI SECURITIES LLC — grew from 1 to 8 advisory reps. IAPD ↗
72
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
NOTTINGHAM ADVISORS INC. — grew from 7 to 9 advisory reps. IAPD ↗
72
ALASKA PERMANENT CAPITAL MANAGEMENT CO — grew from 8 to 10 advisory reps. IAPD ↗
72
WRIGHT INVESTORS SERVICE INC — grew from 7 to 9 advisory reps. IAPD ↗
72
ENSEMBLE CAPITAL MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
BRIGHTHOUSE INVESTMENT ADVISERS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
HANSON & DOREMUS INVESTMENT MANAGEMENT — grew from 7 to 11 advisory reps. IAPD ↗
72
CAPITAL ADVANTAGE, INC. — grew from 7 to 9 advisory reps. IAPD ↗
72
FINANCIAL COUNCIL, LLC — grew from 3 to 7 advisory reps. IAPD ↗
72
NEXT CAPITAL MANAGEMENT LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
PLAN GROUP FINANCIAL, INC. — grew from 10 to 14 advisory reps. IAPD ↗
72
WINDSOR ADVISORY GROUP, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
NORTHEAST FINANCIAL GROUP, INC. — grew from 7 to 9 advisory reps. IAPD ↗
72
YOUR RETIREMENT COACH — grew from 4 to 8 advisory reps. IAPD ↗
72
STRAIGHTLINE — grew from 8 to 10 advisory reps. IAPD ↗
72
J. SAFRA ASSET MANAGEMENT CORPORATION — grew from 4 to 6 advisory reps. IAPD ↗
72
IWP WEALTH MANAGEMENT LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
SWBC INVESTMENT COMPANY — grew from 15 to 19 advisory reps. IAPD ↗
72
TRUENORTH WEALTH — grew from 6 to 8 advisory reps. IAPD ↗
72
LEAFHOUSE FINANCIAL ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
ANDBANC ADVISORY LLC — grew from 5 to 9 advisory reps. IAPD ↗
72
CAHABA WEALTH MANAGEMENT, INC. — grew from 10 to 12 advisory reps. IAPD ↗
72
TRIUNE FINANCIAL PARTNERS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
INDEPENDENCE ASSET ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
COMPASS FINANCIAL MANAGEMENT LLC — grew from 16 to 20 advisory reps. IAPD ↗
72
NAPLES GLOBAL ADVISORS — grew from 8 to 10 advisory reps. IAPD ↗
72
TEAMWORK FINANCIAL ADVISORS, LLC — grew from 12 to 16 advisory reps. IAPD ↗
72
FORMIDABLE ASSET MANAGEMENT, LLC — grew from 8 to 12 advisory reps. IAPD ↗
72
TRU INDEPENDENCE ASSET MANAGEMENT, LLC — grew from 5 to 9 advisory reps. IAPD ↗
72
OLD ORCHARD CAPITAL MANAGEMENT LP — grew from 7 to 9 advisory reps. IAPD ↗
72
ENVESTNET RETIREMENT SOLUTIONS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
SCHOOLCRAFT CAPITAL LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
ALIGN IMPACT, LLC — grew from 18 to 22 advisory reps. IAPD ↗
72
PARADIGM WEALTH ADVISORY LLC — grew from 8 to 12 advisory reps. IAPD ↗
72
HIGHLINE WEALTH PARTNERS — grew from 9 to 13 advisory reps. IAPD ↗
72
XYPN INVEST — grew from 3 to 10 advisory reps. IAPD ↗
72
ROOT FINANCIAL PARTNERS — grew from 5 to 9 advisory reps. IAPD ↗
72
ASSET ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
72
SEAVIEW INVESTMENT MANAGERS LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
ONYX BRIDGE WEALTH GROUP LLC — grew from 11 to 15 advisory reps. IAPD ↗
72
SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC — grew from 29 to 36 advisory reps. IAPD ↗
72
CEDRUS LLC — grew from 13 to 17 advisory reps. IAPD ↗
72
BELZBERG & CO. — grew from 9 to 11 advisory reps. IAPD ↗
72
PROSPERITAS FINANCIAL, LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
PACE FINANCIAL ADVISORS — grew from 5 to 9 advisory reps. IAPD ↗
72
KNOWN WEALTH LLC — grew from 3 to 10 advisory reps. IAPD ↗
72
RANGE ADVISORY, LLC — grew from 2 to 9 advisory reps. IAPD ↗
72
BUCK WEALTH STRATEGIES, LLC — grew from 16 to 20 advisory reps. IAPD ↗
71
UNITED BROKERAGE SERVICES INC — grew from 47 to 53 advisory reps. IAPD ↗
71
FRAZIER FINANCIAL ADVISORS, LLC — grew from 11 to 14 advisory reps. IAPD ↗
71
PEAK ASSET MANAGEMENT, LLC — grew from 11 to 14 advisory reps. IAPD ↗
71
AMERICAN FINANCIAL ADVISORS INC — grew from 6 to 9 advisory reps. IAPD ↗
71
GOODMAN FINANCIAL CORPORATION — grew from 13 to 16 advisory reps. IAPD ↗
71
COMMERCE STREET INVESTMENT MANAGEMENT — grew from 9 to 12 advisory reps. IAPD ↗
71
BRASADA CAPITAL MANAGEMENT, LP — grew from 7 to 10 advisory reps. IAPD ↗
71
A & I WEALTH MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
71
STRAIGHT PATH WEALTH MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
71
WELLINGTON SHIELDS & CO., LLC — grew from 13 to 16 advisory reps. IAPD ↗
71
RALEIGH CAPITAL MANAGEMENT INC. — grew from 5 to 8 advisory reps. IAPD ↗
71
QUADCAP WEALTH MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗
71
MOSS, LUSE & WOMBLE, LLC — grew from 15 to 18 advisory reps. IAPD ↗
71
COVENANT WEALTH ADVISORS — grew from 6 to 9 advisory reps. IAPD ↗
71
PARADIEM, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
ALTERNATIVE INVESTMENT ADVISORS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
AVIER WEALTH ADVISORS — grew from 11 to 14 advisory reps. IAPD ↗
71
ZEVIN ASSET MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
KERBERROSE WEALTH MANAGEMENT, LLC — grew from 9 to 12 advisory reps. IAPD ↗
71
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — grew from 6 to 12 advisory reps. IAPD ↗
71
THRIVE CAPITAL MANAGEMENT, LLC — grew from 10 to 13 advisory reps. IAPD ↗
71
KINETIC INVESTMENT MANAGEMENT, INC. — grew from 13 to 16 advisory reps. IAPD ↗
71
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — grew from 9 to 12 advisory reps. IAPD ↗
71
BERNARDO WEALTH PLANNING, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
BRIO FINANCIAL GROUP — grew from 8 to 11 advisory reps. IAPD ↗
71
JOURNEY WEALTH MANAGEMENT — grew from 9 to 12 advisory reps. IAPD ↗
71
LIGHTHOUSE WEALTH STRATEGIES, LLC — grew from 8 to 11 advisory reps. IAPD ↗
71
ADAMSBROWN WEALTH CONSULTANTS LLC — grew from 11 to 14 advisory reps. IAPD ↗
71
GREENUP STREET WEALTH MANAGEMENT LLC — grew from 11 to 14 advisory reps. IAPD ↗
71
MARIPAU WEALTH MANAGEMENT LLC — grew from 11 to 17 advisory reps. IAPD ↗
71
FYRA CAPITAL MANAGEMENT — grew from 3 to 6 advisory reps. IAPD ↗
71
SMART WEALTH, LLC — grew from 9 to 12 advisory reps. IAPD ↗
71
INTERGY PRIVATE WEALTH, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
OAK HILL WEALTH ADVISORS, LLC — grew from 2 to 5 advisory reps. IAPD ↗
71
HIBERNIA WEALTH PARTNERS, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
APOLLON FINANCIAL, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
FIDELIS CAPITAL — grew from 8 to 11 advisory reps. IAPD ↗
71
IDB LIDO WEALTH, LLC — grew from 8 to 14 advisory reps. IAPD ↗
71
CARAVELA ENERGY PARTNERS LP — grew from 2 to 5 advisory reps. IAPD ↗
71
SPECTRUM WEALTH MANAGEMENT — grew from 5 to 8 advisory reps. IAPD ↗
71
STENGER FAMILY OFFICE, LLC — grew from 2 to 5 advisory reps. IAPD ↗
70
RICHARDS MERRILL WEALTH MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
70
WFA ASSET MANAGEMENT CORP — grew from 3 to 5 advisory reps. IAPD ↗
70
INNOVEST PORTFOLIO SOLUTIONS LLC — grew from 32 to 37 advisory reps. IAPD ↗
70
WHITENER CAPITAL MANAGEMENT, INC — grew from 3 to 5 advisory reps. IAPD ↗
70
FINANCIAL CONSULATE — grew from 10 to 12 advisory reps. IAPD ↗
70
PETRA FINANCIAL ADVISORS INC — grew from 6 to 8 advisory reps. IAPD ↗
70
LAFFER TENGLER INVESTMENTS, INC. — grew from 8 to 10 advisory reps. IAPD ↗
70
GUGGENHEIM INVESTMENT ADVISORS, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
U.S. FINANCIAL ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
70
GALLACHER CAPITAL MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
PACIFIC WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
70
MADRONA FINANCIAL & CPAS — grew from 10 to 12 advisory reps. IAPD ↗
70
SYNERGY ASSET MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
PROBITY ADVISORS, INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
PILLAR FINANCIAL ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
FAI ADVISORS, INC. — grew from 6 to 8 advisory reps. IAPD ↗
70
FIFTH AVENUE FAMILY OFFICE — grew from 2 to 4 advisory reps. IAPD ↗
70
OAKMONT CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
SUGARLOAF WEALTH MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
UHLER VERTICH WHITE ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
70
DUPREE FINANCIAL GROUP, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
VERSANT CAPITAL MANAGEMENT, INC. — grew from 10 to 12 advisory reps. IAPD ↗
70
CHI-RHO FINANCIAL, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
STONE HOUSE INVESTMENT MANAGEMENT, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
TRUE WEALTH DESIGN, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
CYPRESS POINT WEALTH MANAGEMENT, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
BARRY INVESTMENT ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
CONCISE CAPITAL MANAGEMENT, L.P. — grew from 5 to 7 advisory reps. IAPD ↗
70
SIGNALPOINT ASSET MANAGEMENT LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
ILLUMINATION WEALTH MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗
70
THE LLOYD GROUP — grew from 5 to 7 advisory reps. IAPD ↗
70
WOODWARD FINANCIAL ADVISORS, INC. — grew from 3 to 5 advisory reps. IAPD ↗
70
NIKULSKI FINANCIAL, INC. — grew from 2 to 4 advisory reps. IAPD ↗
70
TRINITY PORTFOLIO ADVISORS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
DESERT ROSE CAPITAL MANAGEMENT, INC. — grew from 3 to 8 advisory reps. IAPD ↗
70
DRAKE & ASSOCIATES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
FIDATO WEALTH LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
AOG WEALTH MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
70
ROTHSCHILD CAPITAL PARTNERS — grew from 3 to 5 advisory reps. IAPD ↗
70
OAKWELL PRIVATE WEALTH MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
70
SINGLE POINT PARTNERS — grew from 9 to 11 advisory reps. IAPD ↗
70
MONTIS FINANCIAL, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
CANTER WEALTH — grew from 7 to 9 advisory reps. IAPD ↗
70
PIER 88 INVESTMENT PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
BLUEPRINT INVESTMENT PARTNERS LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
FLOURISH WEALTH MANAGEMENT INC. — grew from 2 to 4 advisory reps. IAPD ↗
70
SALVUS WEALTH MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
STRATEGAS ASSET MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
VANN EQUITY MANAGEMENT LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
SKYLINE ADVISORS, INC. — grew from 4 to 6 advisory reps. IAPD ↗
70
ELEVATED CAPITAL ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
EAGLE BAY FAMILY OFFICE — grew from 2 to 4 advisory reps. IAPD ↗
70
TWIN POINT CAPITAL LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
XO WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
70
ALTMAN ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
70
ARLINGTON FINANCIAL ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
PLUM STREET ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ONE CHARLES PRIVATE WEALTH — grew from 5 to 7 advisory reps. IAPD ↗
70
STORDAHL CAPITAL MANAGEMENT, INC. — grew from 4 to 6 advisory reps. IAPD ↗
70
STONE OAK WEALTH MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
KIMERY WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
LOGIX INVESTMENTS LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
CYPRESS CAPITAL ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
WIDMANN FINANCIAL SERVICES — grew from 8 to 10 advisory reps. IAPD ↗
70
OPAL WEALTH ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
CHICORY WEALTH — grew from 9 to 11 advisory reps. IAPD ↗
70
FELICITAS GLOBAL PARTNERS, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
CAPASSO PLANNING PARTNERS LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
MACH-1 FINANCIAL GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
MATTERN CAPITAL MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
EVERGREEN WEALTH SOLUTIONS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
INVESTMENT RESEARCH PARTNERS — grew from 4 to 6 advisory reps. IAPD ↗
70
AXIOM FINANCIAL STRATEGIES GROUP, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
CORE ADVISORY GROUP — grew from 3 to 8 advisory reps. IAPD ↗
70
LANSING STREET ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
70
GLOBAL KANDOR ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
TRUE NORTH FINANCIAL — grew from 2 to 4 advisory reps. IAPD ↗
70
MILESTONE ASSET MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
SEASONS OF ADVICE WEALTH MANAGEMENT — grew from 10 to 12 advisory reps. IAPD ↗
70
CERRO PACIFIC WEALTH ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
PROALTUS USA — grew from 5 to 7 advisory reps. IAPD ↗
70
RETIREMENT PLANNING SOLUTIONS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
WEST MICHIGAN ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
INSIGHT CAPITAL MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
70
TRG INVESTMENT ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
VANTAGE FINANCIAL PARTNERS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
QUANTUM FINANCIAL ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
STEVENS CAPITAL PARTNERS — grew from 4 to 6 advisory reps. IAPD ↗
70
ADDITION WEALTH — grew from 7 to 12 advisory reps. IAPD ↗
70
RIALTO WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
70
STEWARD ADVISORS GROUP, LLC — grew from 1 to 6 advisory reps. IAPD ↗
70
LET BOB ADVISORY, LLC — grew from 1 to 6 advisory reps. IAPD ↗
70
A16Z PERENNIAL MANAGEMENT, L.P. — grew from 7 to 9 advisory reps. IAPD ↗
70
CANOPY PARTNERS — grew from 1 to 3 advisory reps. IAPD ↗
70
THE SALVETTI GROUP — grew from 4 to 6 advisory reps. IAPD ↗
70
KITCHING PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
EAGLE WEALTH MANAGEMENT GROUP INC. — grew from 2 to 4 advisory reps. IAPD ↗
70
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
70
CURIO WEALTH, LLC — grew from 4 to 6 advisory reps. IAPD ↗
69
SGL FINANCIAL, LLC — grew from 12 to 16 advisory reps. IAPD ↗
69
BANORTE ASSET MANAGEMENT, INC. — grew from 9 to 13 advisory reps. IAPD ↗
69
THEPARTNERS WEALTH MANAGEMENT — grew from 3 to 7 advisory reps. IAPD ↗
69
REVOLUT WEALTH INC. — grew from 2 to 6 advisory reps. IAPD ↗
68
LONGVIEW FINANCIAL ADVISORS, INC. — grew from 1 to 4 advisory reps. IAPD ↗
68
GREYBULL PARTNERS LLC — grew from 5 to 8 advisory reps. IAPD ↗
68
LD LOWE WEALTH ADVISORY — grew from 2 to 5 advisory reps. IAPD ↗
68
ACUTA CAPITAL PARTNERS, LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
DEL-SETTE CAPITAL MANAGEMENT, LLC — grew from 2 to 5 advisory reps. IAPD ↗
68
J. HAGAN CAPITAL, INC. — grew from 3 to 6 advisory reps. IAPD ↗
68
Q3 ADVISORS, LLC — grew from 4 to 7 advisory reps. IAPD ↗
68
ELEVATE CAPITAL ADVISORS — grew from 3 to 6 advisory reps. IAPD ↗
68
BAJA WEALTH ADVISORS LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
CROAK CAPITAL — grew from 4 to 7 advisory reps. IAPD ↗
68
SINECERA CAPITAL, LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
NEXWEALTH LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
FAITH INVESTOR SERVICES — grew from 2 to 5 advisory reps. IAPD ↗
68
INTEGRITY FINANCIAL ADVISORS, LLC — grew from 5 to 8 advisory reps. IAPD ↗
68
365 WEALTH MANAGEMENT GROUP — grew from 3 to 6 advisory reps. IAPD ↗
68
OPTIMIZE FINANCIAL INC. — grew from 2 to 5 advisory reps. IAPD ↗
68
EARNED WEALTH — grew from 4 to 7 advisory reps. IAPD ↗
68
ASSET MANAGEMENT GROUP — grew from 2 to 5 advisory reps. IAPD ↗
68
AURELIUS FAMILY OFFICE, LLC — grew from 2 to 5 advisory reps. IAPD ↗
68
BROADSTREET GLOBAL ADVISORS, INC. — grew from 1 to 4 advisory reps. IAPD ↗
68
SLP WEALTH — grew from 13 to 16 advisory reps. IAPD ↗
68
ALTAR ROCK — grew from 2 to 5 advisory reps. IAPD ↗
67
PETTEE INVESTORS INC — grew from 3 to 5 advisory reps. IAPD ↗
67
DONALD W. NICHOLSON & ASSOCIATES LTD — grew from 2 to 4 advisory reps. IAPD ↗
67
PKS INVESTMENT ADVISORS LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. — grew from 4 to 6 advisory reps. IAPD ↗
67
SAGE FINANCIAL ADVISORS INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
SMITH ASSET MANAGEMENT CO., LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
DRAWBRIDGE CAPITAL — grew from 7 to 9 advisory reps. IAPD ↗
67
FINANCIAL FUTURES — grew from 2 to 4 advisory reps. IAPD ↗
67
TURNER FINANCIAL GROUP, INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
BRADESCO GLOBAL ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
67
ATS WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
67
PROVIDENCE FINANCIAL AND INSURANCES, INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
GUARDIAN WEALTH ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
MARMO FINANCIAL GROUP, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
16TH AMENDMENT ADVISORS LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
VERISAIL PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
CLARITY WEALTH DEVELOPMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
FISCHER INVESTMENT STRATEGIES, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
TILIA FIDUCIARY PARTNERS, INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
SEVERIN INVESTMENTS LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
LUKEN INVESTMENT ANALYTICS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
ATLANTIS WEALTH ADVISORS LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
LEFT BRAIN WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
WEALTHBUILDERS INVESTMENTS — grew from 3 to 5 advisory reps. IAPD ↗
67
TRADEMARK CAPITAL MANAGEMENT INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
CULTIVATING WEALTH — grew from 3 to 5 advisory reps. IAPD ↗
67
SMITH & WYATT — grew from 4 to 6 advisory reps. IAPD ↗
67
JOURNEY BEYOND WEALTH — grew from 3 to 5 advisory reps. IAPD ↗
67
LYTLE INVESTMENTS — grew from 4 to 6 advisory reps. IAPD ↗
67
PROXY WEALTH ADVISORS LLC — grew from 9 to 11 advisory reps. IAPD ↗
67
IFB WEALTH MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
EAGLEBROOK ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
67
ABUNDO WEALTH — grew from 6 to 8 advisory reps. IAPD ↗
67
MSP WEALTH MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
CARDEA CAPITAL ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
DRIVEN INVESTMENTS LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
ELEVATION ADVISORY PARTNERS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
ROOTED WEALTH ADVISORS — grew from 4 to 6 advisory reps. IAPD ↗
67
TRACTION FINANCIAL PARTNERS — grew from 6 to 8 advisory reps. IAPD ↗
67
FAMILY WEALTH PARTNERS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
FUNDIFY ADVISORS LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
LUMIERE FINANCIAL GROUP LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
OCHO INVESTMENT ADVISORS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
PETROS FAMILY WEALTH, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
DOUBLE DUTY MONEY MANAGEMENT LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
EXPRESSIVE WEALTH LLC — grew from 1 to 3 advisory reps. IAPD ↗
65
GW & WADE, LLC — (WELLESLEY, MA) left the SEC roster (was $8.90B RAUM, 41 reps). IAPD ↗
65
COLORADO FINANCIAL MANAGEMENT LLC — (BOULDER, CO) left the SEC roster (was $1.95B RAUM, 9 reps). IAPD ↗
65
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC — (ISELIN, NJ) left the SEC roster (was $1.35B RAUM, 18 reps). IAPD ↗
65
VERITABLE LP — (NEWTOWN SQUARE, PA) left the SEC roster (was $16.53B RAUM, 50 reps). IAPD ↗
65
STRATEGIQ FINANCIAL GROUP, LLC — (MERRILLVILLE, IN) left the SEC roster (was $1.52B RAUM, 21 reps). IAPD ↗
65
CHARLES SCHWAB INVESTMENT ADVISORY, INC — (SAN FRANCISCO, CA) left the SEC roster (was $66.08B RAUM, 25 reps). IAPD ↗
65
BRIDGEWORTH WEALTH MANAGEMENT — (BIRMINGHAM, AL) left the SEC roster (was $2.02B RAUM, 60 reps). IAPD ↗
65
TELEMUS CAPITAL, LLC — (SOUTHFIELD, MI) left the SEC roster (was $2.97B RAUM, 24 reps). IAPD ↗
65
SIMPLICITY SOLUTIONS, LLC — (MINNEAPOLIS, MN) left the SEC roster (was $3.30B RAUM, 130 reps). IAPD ↗
65
CURI CAPITAL — (RALEIGH, NC) left the SEC roster (was $1.40B RAUM, 17 reps). IAPD ↗
65
FIRST ASCENT ASSET MANAGEMENT, LLC — (DENVER, CO) left the SEC roster (was $1.37B RAUM, 3 reps). IAPD ↗
65
VISTA FINANCIAL ADVISORS, LLC — (NEW YORK, NY) left the SEC roster (was $11491.90B RAUM, 1 reps). IAPD ↗
63
PRIVATE ASSET MANAGEMENT INC — (SAN DIEGO, CA) left the SEC roster (was $751.3M RAUM, 10 reps). IAPD ↗
63
CAPLAN FINANCIAL GROUP, LLC — (location n/a) left the SEC roster (was $367.6M RAUM, 2 reps). IAPD ↗
63
WASSERMAN WEALTH MANAGEMENT, LLC — (FARMINGTON HILLS, MI) left the SEC roster (was $306.0M RAUM, 3 reps). IAPD ↗
63
DAY & ENNIS, LLC — (MACON, GA) left the SEC roster (was $384.1M RAUM, 6 reps). IAPD ↗
63
REMY INVESTORS & CONSULTANTS, LLC — (LOS ANGELES, CA) left the SEC roster (was $781.5M RAUM, 6 reps). IAPD ↗
63
ANODOS ADVISORS, LLC — (GOLETA, CA) left the SEC roster (was $753.9M RAUM, 2 reps). IAPD ↗
63
ADVANTAGE RETIREMENT GROUP — (FORT MYERS, FL) left the SEC roster (was $324.7M RAUM, 2 reps). IAPD ↗
63
PARAGON WEALTH STRATEGIES, LLC. — (JACKSONVILLE, FL) left the SEC roster (was $456.3M RAUM, 8 reps). IAPD ↗
63
VEZZETTI CAPITAL MANAGEMENT, L.L.C. — (LA SALLE, IL) left the SEC roster (was $263.4M RAUM, 1 reps). IAPD ↗
63
TRUTINA FINANCIAL — (BELLEVUE, WA) left the SEC roster (was $941.5M RAUM, 11 reps). IAPD ↗
63
SUMMIT WEALTH ADVOCATES, LLC — (location n/a) left the SEC roster (was $314.9M RAUM, 5 reps). IAPD ↗
63
LWS WEALTH ADVISORS, INC. — (location n/a) left the SEC roster (was $461.4M RAUM, 3 reps). IAPD ↗
63
HAYMARKET WEALTH MANAGEMENT LLC — (MADISON, NJ) left the SEC roster (was $526.4M RAUM, 1 reps). IAPD ↗
63
T.O.S. ADVISORS, LLC — (HOUSTON, TX) left the SEC roster (was $272.3M RAUM, 3 reps). IAPD ↗
63
LEDGE WEALTH — (SARTELL, MN) left the SEC roster (was $350.9M RAUM, 4 reps). IAPD ↗
63
SILVERHAWK ASSET MANAGEMENT, LLC — (SCOTTSDALE, AZ) left the SEC roster (was $405.2M RAUM, 3 reps). IAPD ↗
63
7 NORTH FINANCE — (location n/a) left the SEC roster (was $250.0M RAUM, 3 reps). IAPD ↗
63
KEENEY FINANCIAL GROUP INC. — (COLUMBIA, MD) left the SEC roster (was $385.6M RAUM, 6 reps). IAPD ↗
63
TAMARACK ADVISERS, LP — (CARLSBAD, CA) left the SEC roster (was $317.0M RAUM, 3 reps). IAPD ↗
63
HERITAGE WEALTH MANAGEMENT, LLC — (PHOENIX, AZ) left the SEC roster (was $545.1M RAUM, 18 reps). IAPD ↗
63
ENGRAVE WEALTH PARTNERS, LLC — (THE WOODLANDS, TX) left the SEC roster (was $664.4M RAUM, 7 reps). IAPD ↗
63
VALOR CAPITAL MANAGEMENT, LLC — (WESTLAKE, OH) left the SEC roster (was $892.8M RAUM, 10 reps). IAPD ↗
60
WATERSTONE INVESTMENT COUNSEL, LLC — (CINCINNATI, OH) left the SEC roster (was $140.7M RAUM, 3 reps). IAPD ↗
60
SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP — (CLINTON, NJ) left the SEC roster (was $172.0M RAUM, 3 reps). IAPD ↗
60
AUTUMN WIND ASSET MANAGEMENT INC — (RESTON, VA) left the SEC roster (was $141.6M RAUM, 1 reps). IAPD ↗
60
FINANCIAL COUNCIL INC — (TOWSON, MD) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗
60
STEVE ROBBINS, INC. — (FLORISSANT, MO) left the SEC roster (was $90.2M RAUM, 1 reps). IAPD ↗
60
LUMIN FINANCIAL, LLC — (SOUTHFIELD, MI) left the SEC roster (was $175.5M RAUM, 3 reps). IAPD ↗
60
MONACO CAPITAL MANAGEMENT, LLC — (VIRGINIA BEACH, VA) left the SEC roster (was $171.9M RAUM, 2 reps). IAPD ↗
60
DB WEALTH MANAGEMENT GROUP, LLC — (SAN DIEGO, CA) left the SEC roster (was $213.4M RAUM, 2 reps). IAPD ↗
60
SYMPHONY FINANCIAL PLANNING LLC — (DAVIS, CA) left the SEC roster (was $188.5M RAUM, 3 reps). IAPD ↗
60
REGAL WEALTH GROUP INC. — (SEAL BEACH, CA) left the SEC roster (was $190.9M RAUM, 3 reps). IAPD ↗
60
BLUE WATER CAPITAL MANAGEMENT, LLC — (SYRACUSE, NY) left the SEC roster (was $150.2M RAUM, 3 reps). IAPD ↗
60
PARADIGM CONSULTING, INC. — (UTICA, NY) left the SEC roster (was $168.5M RAUM, 4 reps). IAPD ↗
60
WALDMAN FINANCIAL ADVISERS — (location n/a) left the SEC roster (was $104.3M RAUM, 2 reps). IAPD ↗
60
RIVER GLEN WEALTH COUNSELORS — (WEST DES MOINES, IA) left the SEC roster (was $241.9M RAUM, 3 reps). IAPD ↗
60
THE PARKRIDGE GROUP — (location n/a) left the SEC roster (was $186.9M RAUM, 1 reps). IAPD ↗
60
CHARLES CARROLL FINANCIAL PARTNERS, LLC — (NEEDHAM, MA) left the SEC roster (was $99.2M RAUM, 2 reps). IAPD ↗
60
PARKER ADVISORY GROUP, LLC — (ST. GEORGE, UT) left the SEC roster (was $187.6M RAUM, 2 reps). IAPD ↗
60
EMERGINGWEALTH INVESTMENT MANAGEMENT, INC. — (PITTSBURGH, PA) left the SEC roster (was $22.2M RAUM, 1 reps). IAPD ↗
60
PARAGON OUTCOMES MANAGEMENT LLC — (NEW YORK, NY) left the SEC roster (was $218.4M RAUM, 3 reps). IAPD ↗
60
HUNTINGTON MANAGEMENT, LLC — (WARRENVILLE, IL) left the SEC roster (was $223.9M RAUM, 3 reps). IAPD ↗
60
IRONRIDGE WEALTH MANAGEMENT, LLC — (ATLANTA, GA) left the SEC roster (was $100.3M RAUM, 4 reps). IAPD ↗
60
MALLARD FINANCIAL PARTNERS INC — (NEWARK, DE) left the SEC roster (was $187.5M RAUM, 10 reps). IAPD ↗
60
WALL STREET MANAGEMENT CORPORATION — (DARIEN, CT) left the SEC roster (was $0 RAUM, 4 reps). IAPD ↗
60
TRUE WEALTH & COMPANY — (OVERLAND PARK, KS) left the SEC roster (was $126.5M RAUM, 4 reps). IAPD ↗
60
RICHVIEW ADVISORS — (DAYTON, OH) left the SEC roster (was $66.6M RAUM, 2 reps). IAPD ↗
60
MIAMI WEALTH MANAGEMENT ® — (MIAMI, FL) left the SEC roster (was $158,407 RAUM, 1 reps). IAPD ↗
60
BRIDGEWAY WEALTH PARTNERS, LLC — (NEW YORK, NY) left the SEC roster (was $146.7M RAUM, 9 reps). IAPD ↗
60
AVENUE GLOBAL ADVISORS LLC — (MIAMI, FL) left the SEC roster (was $7.8M RAUM, 1 reps). IAPD ↗
60
DIGIT ADVISORS, LLC — (SAN FRANCISCO, CA) left the SEC roster (was $33.1M RAUM, 0 reps). IAPD ↗
60
JOHNSON WEALTH MANAGEMENT, LLC — (PHOENIX, AZ) left the SEC roster (was $6.2M RAUM, 4 reps). IAPD ↗
60
TIFIN GROW LLC — (BOULDER, CO) left the SEC roster (was $3.9M RAUM, 2 reps). IAPD ↗
60
RISE VEST INVESTMENTS, LLC — (COLUMBIA, SC) left the SEC roster (was $10.0M RAUM, 1 reps). IAPD ↗
60
CHARLES LANE CAPITAL, LLC — (NEW YORK, NY) left the SEC roster (was $33.5M RAUM, 2 reps). IAPD ↗
60
ANOROC ADVISORS LLC — (location n/a) left the SEC roster (was $826,478 RAUM, 1 reps). IAPD ↗
60
SUSTAINABLE LEADERS INVESTMENT MANAGEMENT, LLC — (WHITE PLAINS, NY) left the SEC roster (was $79.9M RAUM, 2 reps). IAPD ↗
60
ARCTIC CAPITAL ADVISORS LLC — (NEW YORK, NY) left the SEC roster (was $100.0M RAUM, 2 reps). IAPD ↗
60
STRATEGY CAP, LLC — (BEND, OR) left the SEC roster — its 120-day provisional registration did not convert (was $48.1M RAUM, 2 reps). IAPD ↗
60
BRM INVESTMENT MANAGEMENT LLC — (location n/a) left the SEC roster (was $132.9M RAUM, 3 reps). IAPD ↗
60
GROW TODAY LLC — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
60
EXCELSIOR WEALTH MANAGEMENT LLC — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $18.0M RAUM, 1 reps). IAPD ↗
60
BOULEVARD FAMILY WEALTH SERVICES, LLC — (BEVERLY HILLS, CA) left the SEC roster — its 120-day provisional registration did not convert (was $2.5M RAUM, 5 reps). IAPD ↗
60
THE TRANEL GROUP, LLC — (LIBERTYVILLE, IL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 3 reps). IAPD ↗
60
YIELD GROWTH ADVISORS — (SAN DIEGO, CA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
60
GOSTKOWSKI INVESTMENT ADVISORS, LLC — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
55
BNY MELLON SECURITIES CORPORATION — shrank from 100 to 94 advisory reps. IAPD ↗
55
PRINCIPAL SECURITIES, INC. — shrank from 1430 to 1349 advisory reps. IAPD ↗
55
WILLIAM BLAIR & COMPANY L.L.C. — shrank from 276 to 179 advisory reps. IAPD ↗
55
DAVENPORT & COMPANY LLC — shrank from 236 to 206 advisory reps. IAPD ↗
55
LINCOLN FINANCIAL SECURITIES CORPORATION — shrank from 386 to 337 advisory reps. IAPD ↗
55
LINCOLN FINANCIAL ADVISORS CORPORATION — shrank from 986 to 940 advisory reps. IAPD ↗
55
AMERIPRISE FINANCIAL SERVICES, LLC — shrank from 12542 to 12518 advisory reps. IAPD ↗
55
INDEPENDENT FINANCIAL GROUP, LLC — shrank from 463 to 444 advisory reps. IAPD ↗
55
AUSDAL FINANCIAL PARTNERS, INC. — shrank from 125 to 110 advisory reps. IAPD ↗
55
ROBERT W. BAIRD & CO. INCORPORATED — shrank from 2975 to 2966 advisory reps. IAPD ↗
55
UBS FINANCIAL SERVICES INC. — shrank from 10029 to 9213 advisory reps. IAPD ↗
55
MML INVESTORS SERVICES, LLC — shrank from 4951 to 4764 advisory reps. IAPD ↗
55
CADARET GRANT & CO INC — shrank from 513 to 489 advisory reps. IAPD ↗
55
PLANMEMBER SECURITIES CORPORATION — shrank from 459 to 427 advisory reps. IAPD ↗
55
MONEY CONCEPTS ADVISORY SERVICE — shrank from 429 to 407 advisory reps. IAPD ↗
55
SYNOVUS SECURITIES, INC. — shrank from 200 to 186 advisory reps. IAPD ↗
55
U.S. BANCORP ADVISORS, LLC — shrank from 179 to 133 advisory reps. IAPD ↗
55
CONCOURSE FINANCIAL GROUP ADVISORS — shrank from 640 to 566 advisory reps. IAPD ↗
55
TRANSAMERICA FINANCIAL ADVISORS, INC. — shrank from 1235 to 1127 advisory reps. IAPD ↗
55
THRIVENT INVESTMENT MANAGEMENT INC. — shrank from 3005 to 2509 advisory reps. IAPD ↗
55
HSBC SECURITIES (USA) INC. — shrank from 371 to 340 advisory reps. IAPD ↗
55
MARQUETTE ASSOCIATES, INC. — shrank from 57 to 52 advisory reps. IAPD ↗
55
OSAIC INSTITUTIONS, INC. — shrank from 539 to 474 advisory reps. IAPD ↗
55
WESTERN INTERNATIONAL SECURITIES — shrank from 301 to 245 advisory reps. IAPD ↗
55
SANTANDER SECURITIES — shrank from 122 to 103 advisory reps. IAPD ↗
55
CUSO FINANCIAL SERVICES — shrank from 577 to 571 advisory reps. IAPD ↗
55
VALIC FINANCIAL ADVISORS, INC. — shrank from 1391 to 1289 advisory reps. IAPD ↗
55
M HOLDINGS SECURITIES, INC. — shrank from 246 to 234 advisory reps. IAPD ↗
55
FIRST CITIZENS INVESTOR SERVICES, INC. — shrank from 138 to 130 advisory reps. IAPD ↗
55
NEXT FINANCIAL GROUP, INC. — shrank from 410 to 358 advisory reps. IAPD ↗
55
METROPOLITAN WEST ASSET MANAGEMENT LLC — shrank from 91 to 68 advisory reps. IAPD ↗
55
JANUS HENDERSON INVESTORS — shrank from 112 to 106 advisory reps. IAPD ↗
55
EATON VANCE MANAGEMENT — shrank from 171 to 160 advisory reps. IAPD ↗
55
CAMBRIDGE ASSOCIATES, LLC — shrank from 463 to 457 advisory reps. IAPD ↗
55
ALLSPRING GLOBAL INVESTMENTS, LLC — shrank from 378 to 363 advisory reps. IAPD ↗
55
THE PACIFIC FINANCIAL GROUP, INC. — shrank from 27 to 22 advisory reps. IAPD ↗
55
INVESCO ADVISERS, INC. — shrank from 914 to 835 advisory reps. IAPD ↗
55
T. ROWE PRICE ASSOCIATES, INC. — shrank from 550 to 535 advisory reps. IAPD ↗
55
AON INVESTMENTS USA INC. — shrank from 289 to 265 advisory reps. IAPD ↗
55
ON INVESTMENT MANAGEMENT CO — shrank from 256 to 206 advisory reps. IAPD ↗
55
RUSSELL INVESTMENTS — shrank from 122 to 115 advisory reps. IAPD ↗
55
TCW ASSET MANAGEMENT COMPANY LLC — shrank from 154 to 145 advisory reps. IAPD ↗
55
JOHN HANCOCK INVESTMENT MANAGEMENT LLC — shrank from 50 to 34 advisory reps. IAPD ↗
55
MANNING & NAPIER ADVISORS, LLC — shrank from 150 to 145 advisory reps. IAPD ↗
55
BARINGS LLC — shrank from 420 to 392 advisory reps. IAPD ↗
55
CREDIT SUISSE ASSET MANAGEMENT, LLC — shrank from 75 to 64 advisory reps. IAPD ↗
55
GRANTHAM MAYO VAN OTTERLOO & CO LLC — shrank from 103 to 98 advisory reps. IAPD ↗
55
FCI ADVISORS — shrank from 41 to 32 advisory reps. IAPD ↗
55
SEGALL BRYANT & HAMILL — shrank from 60 to 46 advisory reps. IAPD ↗
55
TCW INVESTMENT MANAGEMENT COMPANY LLC — shrank from 140 to 125 advisory reps. IAPD ↗
55
WELLINGTON MANAGEMENT COMPANY LLP — shrank from 587 to 541 advisory reps. IAPD ↗
55
BLACKROCK ADVISORS, LLC — shrank from 176 to 156 advisory reps. IAPD ↗
55
PUTNAM INVESTMENT MANAGEMENT, LLC — shrank from 181 to 165 advisory reps. IAPD ↗
55
VANGUARD ADVISERS, INC. — shrank from 1612 to 1558 advisory reps. IAPD ↗
55
FIDUCIENT ADVISORS LLC — shrank from 96 to 82 advisory reps. IAPD ↗
55
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — shrank from 212 to 186 advisory reps. IAPD ↗
55
OAKTREE CAPITAL MANAGEMENT, L.P. — shrank from 284 to 277 advisory reps. IAPD ↗
55
WILMINGTON TRUST INVESTMENT ADVISORS, INC. — shrank from 114 to 95 advisory reps. IAPD ↗
55
BLACKROCK FINANCIAL MANAGEMENT, INC — shrank from 1055 to 1038 advisory reps. IAPD ↗
55
HEITMAN REAL ESTATE SECURITIES LLC — shrank from 50 to 42 advisory reps. IAPD ↗
55
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP — shrank from 17 to 13 advisory reps. IAPD ↗
55
TEACHERS ADVISORS, LLC — shrank from 326 to 321 advisory reps. IAPD ↗
55
PAYDEN & RYGEL — shrank from 130 to 109 advisory reps. IAPD ↗
55
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. — shrank from 8 to 4 advisory reps. IAPD ↗
55
MACKAY SHIELDS LLC — shrank from 84 to 79 advisory reps. IAPD ↗
55
ROOSEVELT INVESTMENTS — shrank from 10 to 6 advisory reps. IAPD ↗
55
ORION PORTFOLIO SOLUTIONS, LLC — shrank from 72 to 67 advisory reps. IAPD ↗
55
MORNINGSTAR INVESTMENT MANAGEMENT LLC — shrank from 103 to 83 advisory reps. IAPD ↗
55
BLACKROCK CAPITAL MANAGEMENT, INC. — shrank from 171 to 154 advisory reps. IAPD ↗
55
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC — shrank from 434 to 411 advisory reps. IAPD ↗
55
ALLIANCEBERNSTEIN L.P. — shrank from 852 to 829 advisory reps. IAPD ↗
55
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC — shrank from 720 to 603 advisory reps. IAPD ↗
55
BLACKROCK INVESTMENT MANAGEMENT, LLC — shrank from 510 to 0 advisory reps. IAPD ↗
55
ASSETMARK, INC. — shrank from 257 to 247 advisory reps. IAPD ↗
55
AKRE CAPITAL MANAGEMENT, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
55
ENVESTNET PORTFOLIO SOLUTIONS, INC. — shrank from 313 to 273 advisory reps. IAPD ↗
55
SLC MANAGEMENT — shrank from 112 to 101 advisory reps. IAPD ↗
55
BBR PARTNERS, LLC — shrank from 65 to 60 advisory reps. IAPD ↗
55
WE FAMILY OFFICES — shrank from 28 to 22 advisory reps. IAPD ↗
55
RETIREMENT INCOME SOLUTIONS, INC. — shrank from 17 to 12 advisory reps. IAPD ↗
55
PLANNING ALTERNATIVES LTD — shrank from 12 to 9 advisory reps. IAPD ↗
55
MORGAN STANLEY INVESTMENT MANAGEMENT INC. — shrank from 234 to 227 advisory reps. IAPD ↗
55
WASHINGTON TRUST ADVISORS — shrank from 16 to 12 advisory reps. IAPD ↗
55
SECURITIES AMERICA ADVISORS, INC. — shrank from 2119 to 2025 advisory reps. IAPD ↗
55
ALLSPRING FUNDS MANAGEMENT, LLC — shrank from 12 to 2 advisory reps. IAPD ↗
55
CG ADVISORY SERVICES — shrank from 75 to 68 advisory reps. IAPD ↗
55
ASB CAPITAL MANAGEMENT LLC — shrank from 44 to 34 advisory reps. IAPD ↗
55
ENVESTNET PMC — shrank from 313 to 273 advisory reps. IAPD ↗
55
AQR CAPITAL MANAGEMENT, LLC — shrank from 236 to 229 advisory reps. IAPD ↗
55
EMPOWER ADVISORY GROUP, LLC — shrank from 843 to 731 advisory reps. IAPD ↗
55
OAKMONT CORPORATION — shrank from 6 to 4 advisory reps. IAPD ↗
55
ADVISORNET WEALTH PARTNERS — shrank from 102 to 85 advisory reps. IAPD ↗
55
SLAVIC MUTUAL FUNDS MANAGEMENT CORP. — shrank from 16 to 4 advisory reps. IAPD ↗
55
BARES CAPITAL MANAGEMENT, INC. — shrank from 12 to 9 advisory reps. IAPD ↗
55
STEEL GROVE CAPITAL ADVISORS, LLC — shrank from 8 to 6 advisory reps. IAPD ↗
55
THRIVENT FINANCIAL FOR LUTHERANS — shrank from 160 to 153 advisory reps. IAPD ↗
55
B. RILEY WEALTH ADVISORS, INC. — shrank from 410 to 379 advisory reps. IAPD ↗
55
FOCUS FINANCIAL — shrank from 194 to 121 advisory reps. IAPD ↗
55
AETOS ALTERNATIVES MANAGEMENT — shrank from 19 to 15 advisory reps. IAPD ↗
55
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC — shrank from 7 to 4 advisory reps. IAPD ↗
55
HOWARD CAPITAL MANAGEMENT, INC. — shrank from 25 to 18 advisory reps. IAPD ↗
55
ROCATON INVESTMENT ADVISORS — shrank from 25 to 20 advisory reps. IAPD ↗
55
BEACON CAPITAL MANAGEMENT, INC. — shrank from 13 to 8 advisory reps. IAPD ↗
55
GW&K INVESTMENT MANAGEMENT, LLC — shrank from 59 to 54 advisory reps. IAPD ↗
55
SBC WEALTH MANAGEMENT — shrank from 9 to 7 advisory reps. IAPD ↗
55
LAZARD ASSET MANAGEMENT LLC — shrank from 266 to 246 advisory reps. IAPD ↗
55
SCF INVESTMENT ADVISORS, INC. — shrank from 166 to 135 advisory reps. IAPD ↗
55
TORTOISE CAPITAL ADVISORS, L.L.C. — shrank from 32 to 23 advisory reps. IAPD ↗
55
NEUBERGER BERMAN INVESTMENT ADVISERS LLC — shrank from 696 to 691 advisory reps. IAPD ↗
55
INDEPENDENT FINANCIAL PARTNERS — shrank from 266 to 244 advisory reps. IAPD ↗
55
SAGEVIEW ADVISORY GROUP, LLC — shrank from 145 to 131 advisory reps. IAPD ↗
55
VALEO FINANCIAL ADVISORS, LLC — shrank from 117 to 108 advisory reps. IAPD ↗
55
BTC CAPITAL MANAGEMENT — shrank from 14 to 10 advisory reps. IAPD ↗
55
AVIDIAN WEALTH SOLUTIONS, LLC — shrank from 38 to 30 advisory reps. IAPD ↗
55
ZEVENBERGEN CAPITAL INVESTMENTS LLC — shrank from 7 to 5 advisory reps. IAPD ↗
55
CREWCIAL PARTNERS LLC — shrank from 23 to 9 advisory reps. IAPD ↗
55
WELLS FARGO INVESTMENT INSTITUTE, INC. — shrank from 175 to 169 advisory reps. IAPD ↗
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — shrank from 3313 to 3274 advisory reps. IAPD ↗
55
UNITED CAPITAL FINANCIAL ADVISORS — shrank from 152 to 147 advisory reps. IAPD ↗
55
TITAN ADVISORS, LLC — shrank from 16 to 9 advisory reps. IAPD ↗
55
KEY INVESTMENT SERVICES LLC — shrank from 400 to 350 advisory reps. IAPD ↗
55
EJF CAPITAL LLC — shrank from 30 to 19 advisory reps. IAPD ↗
55
KOVACK ADVISORS, INC. — shrank from 305 to 300 advisory reps. IAPD ↗
55
BROOKSTONE CAPITAL MANAGEMENT LLC — shrank from 330 to 324 advisory reps. IAPD ↗
55
BELPOINTE ASSET MANAGEMENT LLC — shrank from 157 to 150 advisory reps. IAPD ↗
55
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP — shrank from 28 to 22 advisory reps. IAPD ↗
55
INDEXIQ ADVISORS LLC — shrank from 9 to 6 advisory reps. IAPD ↗
55
ATLAS PRIVATE WEALTH MANAGEMENT, LLC — shrank from 17 to 12 advisory reps. IAPD ↗
55
ARETE WEALTH ADVISORS, LLC — shrank from 146 to 124 advisory reps. IAPD ↗
55
TBH GLOBAL ASSET MANAGEMENT, LLC — shrank from 12 to 0 advisory reps. IAPD ↗
55
MAINSTREET ADVISORS — shrank from 24 to 15 advisory reps. IAPD ↗
55
SEACREST WEALTH MANAGEMENT, LLC — shrank from 43 to 38 advisory reps. IAPD ↗
55
EAST END ADVISORS, LLC — shrank from 9 to 7 advisory reps. IAPD ↗
55
MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC — shrank from 15 to 10 advisory reps. IAPD ↗
55
PROMUS CAPITAL, LLC — shrank from 9 to 7 advisory reps. IAPD ↗
55
CAPWEALTH ADVISORS, LLC — shrank from 12 to 5 advisory reps. IAPD ↗
55
ARROWMARK COLORADO HOLDINGS, LLC — shrank from 62 to 47 advisory reps. IAPD ↗
55
CAPITAL INVESTMENT ADVISORY SERVICES, LLC — shrank from 78 to 71 advisory reps. IAPD ↗
55
MORGAN STANLEY — shrank from 15000 to 13000 advisory reps. IAPD ↗
55
VULCAN VALUE PARTNERS LLC — shrank from 20 to 15 advisory reps. IAPD ↗
55
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT — shrank from 136 to 98 advisory reps. IAPD ↗
55
ASSET DEDICATION, LLC — shrank from 10 to 5 advisory reps. IAPD ↗
55
IPG INVESTMENT ADVISORS, LLC — shrank from 34 to 29 advisory reps. IAPD ↗
55
REDWOOD INVESTMENT MANAGEMENT, LLC. — shrank from 8 to 6 advisory reps. IAPD ↗
55
CONNECTICUT WEALTH MANAGEMENT, LLC — shrank from 47 to 35 advisory reps. IAPD ↗
55
HARVEST FUND ADVISORS LLC — shrank from 9 to 7 advisory reps. IAPD ↗
55
NUVEEN ASSET MANAGEMENT, LLC — shrank from 342 to 321 advisory reps. IAPD ↗
55
ALPHASTAR CAPITAL MANAGEMENT — shrank from 112 to 94 advisory reps. IAPD ↗
55
LEGACY FINANCIAL ADVISORS, INC. — shrank from 10 to 8 advisory reps. IAPD ↗
55
NOVEM GROUP — shrank from 57 to 50 advisory reps. IAPD ↗
55
ICONIQ CAPITAL, LLC — shrank from 137 to 130 advisory reps. IAPD ↗
55
ADVISOR RESOURCE COUNCIL — shrank from 125 to 91 advisory reps. IAPD ↗
55
TIDAL INVESTMENTS LLC — shrank from 16 to 12 advisory reps. IAPD ↗
55
ARBOR POINT ADVISORS — shrank from 215 to 208 advisory reps. IAPD ↗
55
MAS ADVISORS LLC — shrank from 10 to 5 advisory reps. IAPD ↗
55
DISCIPLINA CAPITAL MANAGEMENT, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
55
PRIVATE CAPITAL MANAGEMENT — shrank from 9 to 7 advisory reps. IAPD ↗
55
JACKSON SQUARE PARTNERS, LLC — shrank from 12 to 8 advisory reps. IAPD ↗
55
MCADAM LLC — shrank from 188 to 156 advisory reps. IAPD ↗
55
COMPOUND PLANNING — shrank from 27 to 13 advisory reps. IAPD ↗
55
SVB WEALTH — shrank from 130 to 77 advisory reps. IAPD ↗
55
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
55
CLAYTON FINANCIAL GROUP, LLC — shrank from 9 to 7 advisory reps. IAPD ↗
55
KESTRA ADVISORY SERVICES, LLC — shrank from 1311 to 1266 advisory reps. IAPD ↗
55
TRUIST ADVISORY SERVICES, INC. — shrank from 2653 to 2105 advisory reps. IAPD ↗
55
CALVERT RESEARCH AND MANAGEMENT — shrank from 246 to 204 advisory reps. IAPD ↗
55
PRINCIPAL STREET PARTNERS, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
55
SEPIO CAPITAL, LP — shrank from 19 to 15 advisory reps. IAPD ↗
55
CRESSET ASSET MANAGEMENT, LLC — shrank from 151 to 133 advisory reps. IAPD ↗
55
TOWNSQUARE CAPITAL, LLC — shrank from 70 to 15 advisory reps. IAPD ↗
55
KINGSWOOD WEALTH ADVISORS, LLC — shrank from 78 to 73 advisory reps. IAPD ↗
55
CX INSTITUTIONAL, LLC — shrank from 58 to 47 advisory reps. IAPD ↗
55
SMARTX ADVISORY SOLUTIONS — shrank from 6 to 2 advisory reps. IAPD ↗
55
FIRST TRUST DIRECT INDEXING — shrank from 8 to 6 advisory reps. IAPD ↗
55
CAROLINAS WEALTH CONSULTING LLC — shrank from 18 to 11 advisory reps. IAPD ↗
55
F/M INVESTMENTS LLC — shrank from 16 to 8 advisory reps. IAPD ↗
55
HAYS FINANCIAL GROUP, LLC — shrank from 9 to 4 advisory reps. IAPD ↗
55
MAYFLOWER ADVISORS — shrank from 26 to 21 advisory reps. IAPD ↗
55
HIGHPOINT PLANNING PARTNERS — shrank from 101 to 94 advisory reps. IAPD ↗
55
AMERITAS ADVISORY SERVICES, LLC — shrank from 529 to 470 advisory reps. IAPD ↗
55
BLEAKLEY FINANCIAL GROUP, LLC — shrank from 159 to 152 advisory reps. IAPD ↗
55
PGIM DC SOLUTIONS — shrank from 7 to 5 advisory reps. IAPD ↗
55
TITLEIST ASSET MANAGEMENT, LLC — shrank from 27 to 18 advisory reps. IAPD ↗
55
STONEBRIDGE FINANCIAL GROUP, LLC — shrank from 17 to 13 advisory reps. IAPD ↗
55
J.P. MORGAN SECURITIES LLC — added office(s): 3364 -> 3411 additional locations. IAPD ↗
55
EDWARD JONES — added office(s): 14975 -> 15075 additional locations. IAPD ↗
55
ESI FINANCIAL ADVISORS — added office(s): 220 -> 230 additional locations. IAPD ↗
55
GOLDMAN SACHS & CO. LLC — added office(s): 20 -> 24 additional locations. IAPD ↗
55
JANNEY MONTGOMERY SCOTT LLC — added office(s): 118 -> 130 additional locations. IAPD ↗
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED — added office(s): 459 -> 460 additional locations. IAPD ↗
55
WINTRUST INVESTMENTS — added office(s): 76 -> 78 additional locations. IAPD ↗
55
PRINCIPAL SECURITIES, INC. — added office(s): 350 -> 384 additional locations. IAPD ↗
55
DAVENPORT & COMPANY LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
55
HILLTOP SECURITIES INC. — added office(s): 16 -> 17 additional locations. IAPD ↗
55
LPL FINANCIAL LLC — added office(s): 9898 -> 17453 additional locations. IAPD ↗
55
CITIGROUP GLOBAL MARKETS INC. — added office(s): 733 -> 742 additional locations. IAPD ↗
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED — added office(s): 3372 -> 3542 additional locations. IAPD ↗
55
INDEPENDENT FINANCIAL GROUP, LLC — added office(s): 364 -> 385 additional locations. IAPD ↗
55
NORTHERN TRUST SECURITIES, INC — added office(s): 19 -> 20 additional locations. IAPD ↗
55
ROBERT W. BAIRD & CO. INCORPORATED — added office(s): 161 -> 179 additional locations. IAPD ↗
55
PRIMERICA ADVISORS — added office(s): 1646 -> 1704 additional locations. IAPD ↗
55
THRIVENT INVESTMENT MANAGEMENT INC. — added office(s): 1106 -> 1111 additional locations. IAPD ↗
55
HSBC SECURITIES (USA) INC. — added office(s): 60 -> 62 additional locations. IAPD ↗
55
ADVICE AND PLANNING SERVICES — added office(s): 136 -> 137 additional locations. IAPD ↗
55
MARQUETTE ASSOCIATES, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
55
OSAIC WEALTH, INC. — added office(s): 1009 -> 1670 additional locations. IAPD ↗
55
TRIAD ADVISORS, LLC — added office(s): 75 -> 80 additional locations. IAPD ↗
55
STIFEL INDEPENDENT ADVISORS, LLC — added office(s): 76 -> 79 additional locations. IAPD ↗
55
OSAIC INSTITUTIONS, INC. — added office(s): 531 -> 557 additional locations. IAPD ↗
55
ARVEST WEALTH MANAGEMENT — added office(s): 177 -> 180 additional locations. IAPD ↗
55
FIRST CITIZENS INVESTOR SERVICES, INC. — added office(s): 73 -> 107 additional locations. IAPD ↗
55
PARK AVENUE SECURITIES LLC — added office(s): 385 -> 399 additional locations. IAPD ↗
55
SILVER OAK SECURITIES, INC. — added office(s): 75 -> 76 additional locations. IAPD ↗
55
MIDWESTERN SECURITIES TRADING CO.,LLC — added office(s): 56 -> 71 additional locations. IAPD ↗
55
SANFORD C. BERNSTEIN & CO., LLC — added office(s): 17 -> 22 additional locations. IAPD ↗
55
AVANTAX ADVISORY SERVICES — added office(s): 1514 -> 1580 additional locations. IAPD ↗
55
METROPOLITAN WEST ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
JANUS HENDERSON INVESTORS — added office(s): 4 -> 5 additional locations. IAPD ↗
55
WCM INVESTMENT MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
55
PACIFIC INCOME ADVISERS INC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
EVERGREEN CAPITAL MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
WASHINGTON CAPITAL MANAGEMENT INC — added office(s): 7 -> 8 additional locations. IAPD ↗
55
CREATIVE PLANNING — added office(s): 70 -> 79 additional locations. IAPD ↗
55
1834 INVESTMENT ADVISORS CO. — added office(s): 4 -> 5 additional locations. IAPD ↗
55
HALBERT HARGROVE — added office(s): 9 -> 10 additional locations. IAPD ↗
55
TRUEPOINT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
55
TCW ASSET MANAGEMENT COMPANY LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
55
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
DANA INVESTMENT ADVISORS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
BAHL & GAYNOR INC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
F L PUTNAM INVESTMENT MANAGEMENT CO. — added office(s): 8 -> 10 additional locations. IAPD ↗
55
AVANTAX PLANNING PARTNERS, INC. — added office(s): 89 -> 108 additional locations. IAPD ↗
55
TCW INVESTMENT MANAGEMENT COMPANY LLC — added office(s): 3 -> 7 additional locations. IAPD ↗
55
WELLINGTON MANAGEMENT COMPANY LLP — added office(s): 5 -> 6 additional locations. IAPD ↗
55
PLANCORP, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
THE AYCO COMPANY, L.P. — added office(s): 23 -> 24 additional locations. IAPD ↗
55
BOK FINANCIAL PRIVATE WEALTH, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
55
ASSET PRESERVATION ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
ONEDIGITAL INVESTMENT ADVISORS — added office(s): 73 -> 83 additional locations. IAPD ↗
55
ALTA CAPITAL MANAGEMENT LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
55
OAKTREE CAPITAL MANAGEMENT, L.P. — added office(s): 11 -> 14 additional locations. IAPD ↗
55
NATIXIS ADVISORS, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
BRADLEY FOSTER & SARGENT INC — added office(s): 3 -> 5 additional locations. IAPD ↗
55
J.P. MORGAN INVESTMENT MANAGEMENT INC. — added office(s): 262 -> 279 additional locations. IAPD ↗
55
HEITMAN REAL ESTATE SECURITIES LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
TEACHERS ADVISORS, LLC — added office(s): 10 -> 14 additional locations. IAPD ↗
55
SAVANT WEALTH MANAGEMENT — added office(s): 31 -> 39 additional locations. IAPD ↗
55
EAGLE GLOBAL ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
TRANSAMERICA RETIREMENT ADVISORS, LLC — added office(s): 20 -> 53 additional locations. IAPD ↗
55
PT ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
GOLDMAN SACHS ASSET MANAGEMENT, L.P. — added office(s): 15 -> 16 additional locations. IAPD ↗
55
BOYD WATTERSON ASSET MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
MORNINGSTAR INVESTMENT MANAGEMENT LLC — added office(s): 22 -> 25 additional locations. IAPD ↗
55
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
55
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
55
ALLIANCEBERNSTEIN L.P. — added office(s): 50 -> 53 additional locations. IAPD ↗
55
MIO PARTNERS, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
55
DAVIS SELECTED ADVISERS LP — added office(s): 0 -> 1 additional locations. IAPD ↗
55
BRAVE WARRIOR ADVISORS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
55
T. ROWE PRICE ADVISORY SERVICES, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
55
PRINCIPAL REAL ESTATE — added office(s): 11 -> 15 additional locations. IAPD ↗
55
CREATIVE FINANCIAL DESIGNS, INC. — added office(s): 94 -> 108 additional locations. IAPD ↗
55
DIMENSION CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
GRIMES & COMPANY, INC. — added office(s): 13 -> 16 additional locations. IAPD ↗
55
FNB WEALTH MANAGEMENT — added office(s): 14 -> 15 additional locations. IAPD ↗
55
MAI CAPITAL MANAGEMENT, LLC — added office(s): 23 -> 26 additional locations. IAPD ↗
55
ARISTOTLE CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
SENTINEL PENSION ADVISORS INC — added office(s): 2 -> 12 additional locations. IAPD ↗
55
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP — added office(s): 2 -> 3 additional locations. IAPD ↗
55
SLOY, DAHL & HOLST, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
J.P. MORGAN PRIVATE INVESTMENTS INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
55
SOL CAPITAL MANAGEMENT CO — added office(s): 8 -> 9 additional locations. IAPD ↗
55
WESTWOOD MANAGEMENT CORP — added office(s): 1 -> 2 additional locations. IAPD ↗
55
NWF ADVISORY SERVICES INC — added office(s): 37 -> 38 additional locations. IAPD ↗
55
SECURITIES AMERICA ADVISORS, INC. — added office(s): 1469 -> 1477 additional locations. IAPD ↗
55
PINNACLE ASSOCIATES, LTD. — added office(s): 8 -> 9 additional locations. IAPD ↗
55
EAGLE STRATEGIES LLC — added office(s): 828 -> 849 additional locations. IAPD ↗
55
ACR ALPINE CAPITAL RESEARCH, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
55
EP WEALTH ADVISORS — added office(s): 33 -> 35 additional locations. IAPD ↗
55
ALLWORTH FINANCIAL, L.P. — added office(s): 26 -> 35 additional locations. IAPD ↗
55
CHOREO, LLC — added office(s): 31 -> 33 additional locations. IAPD ↗
55
COOPER MCMANUS — added office(s): 18 -> 22 additional locations. IAPD ↗
55
ADVICEONE ADVISORY SERVICES, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
APERIO GROUP, LLC — added office(s): 0 -> 9 additional locations. IAPD ↗
55
KOSS-OLINGER CONSULTING, LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
PATRIOT INVESTMENT MANAGEMENT GROUP INC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
ADVISORS CAPITAL MANAGEMENT, LLC — added office(s): 15 -> 22 additional locations. IAPD ↗
55
MORNINGSTAR INVESTMENT SERVICES LLC — added office(s): 8 -> 14 additional locations. IAPD ↗
55
SIGNATUREFD, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
SPIRE WEALTH MANAGEMENT, LLC — added office(s): 45 -> 47 additional locations. IAPD ↗
55
PENSION CONSULTANTS INC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
CAZ INVESTMENTS L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
WAVERLY ADVISORS, LLC — added office(s): 12 -> 17 additional locations. IAPD ↗
55
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — added office(s): 90 -> 105 additional locations. IAPD ↗
55
CLEARWATER ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
MORGAN STANLEY AIP GP LP — added office(s): 5 -> 6 additional locations. IAPD ↗
55
SEQUOIA FINANCIAL GROUP, L.L.C. — added office(s): 17 -> 29 additional locations. IAPD ↗
55
SANDERSON WEALTH MANAGEMENT, LLC — added office(s): 1 -> 12 additional locations. IAPD ↗
55
SAX WEALTH ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
55
GENEOS WEALTH MANAGEMENT, INC. — added office(s): 114 -> 116 additional locations. IAPD ↗
55
NEW CENTURY ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
RETIREMENT PLAN ADVISORS, LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
55
SCF INVESTMENT ADVISORS, INC. — added office(s): 73 -> 76 additional locations. IAPD ↗
55
DIVERSIFIED, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
55
FRANK, RIMERMAN ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
REGAL INVESTMENT ADVISORS LLC — added office(s): 75 -> 77 additional locations. IAPD ↗
55
SOWELL MANAGEMENT — added office(s): 55 -> 70 additional locations. IAPD ↗
55
TRADITION WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
CARY STREET PARTNERS — added office(s): 15 -> 16 additional locations. IAPD ↗
55
BOLTON GLOBAL ASSET MANAGEMENT — added office(s): 61 -> 65 additional locations. IAPD ↗
55
CERTUITY, LLC — added office(s): 6 -> 12 additional locations. IAPD ↗
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
55
ORG PORTFOLIO MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
PERIGON WEALTH MANAGEMENT, LLC — added office(s): 36 -> 40 additional locations. IAPD ↗
55
PHILLIPS FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
55
CLIFFWATER LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — added office(s): 2023 -> 2192 additional locations. IAPD ↗
55
UNITED CAPITAL FINANCIAL ADVISORS — added office(s): 46 -> 47 additional locations. IAPD ↗
55
LOCUST WOOD CAPITAL ADVISERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
M FINANCIAL ASSET MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
PYA WALTMAN CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
FOUNDERS FINANCIAL SECURITIES, LLC — added office(s): 63 -> 65 additional locations. IAPD ↗
55
NAVY FEDERAL INVESTMENT SERVICES, LLC — added office(s): 67 -> 70 additional locations. IAPD ↗
55
PARALLEL ADVISORS, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
55
BULLTICK WEALTH MANAGEMENT, LLC — added office(s): 1 -> 7 additional locations. IAPD ↗
55
BUCKINGHAM STRATEGIC WEALTH, LLC — added office(s): 48 -> 55 additional locations. IAPD ↗
55
MIRACLE MILE ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
55
CALAMOS WEALTH MANAGEMENT LLC — added office(s): 4 -> 8 additional locations. IAPD ↗
55
BENEFIT FINANCIAL SERVICES GROUP — added office(s): 1 -> 4 additional locations. IAPD ↗
55
HECK CAPITAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
ROYAL FUND MANAGEMENT, LLC — added office(s): 81 -> 82 additional locations. IAPD ↗
55
HOLLOW BROOK WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
SENDERO WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
FORUM FINANCIAL MANAGEMENT, LP — added office(s): 43 -> 48 additional locations. IAPD ↗
55
GALLAGHER FIDUCIARY ADVISORS, LLC — added office(s): 25 -> 45 additional locations. IAPD ↗
55
REDHAWK WEALTH ADVISORS, INC. — added office(s): 37 -> 38 additional locations. IAPD ↗
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — added office(s): 87 -> 89 additional locations. IAPD ↗
55
MERCER GLOBAL ADVISORS INC. — added office(s): 80 -> 83 additional locations. IAPD ↗
55
KINGSVIEW WEALTH MANAGEMENT, LLC — added office(s): 27 -> 46 additional locations. IAPD ↗
55
AVIOR WEALTH MANAGEMENT, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
55
EVERMAY WEALTH MANAGEMENT, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
55
BIENVILLE CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
55
NB ALTERNATIVES ADVISERS LLC — added office(s): 8 -> 12 additional locations. IAPD ↗
55
ARTISAN PARTNERS LIMITED PARTNERSHIP — added office(s): 15 -> 17 additional locations. IAPD ↗
55
HHM WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
MERIDIAN WEALTH MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
55
CERITY PARTNERS LLC — added office(s): 29 -> 42 additional locations. IAPD ↗
55
EMPIRICAL WEALTH MANAGEMENT — added office(s): 12 -> 14 additional locations. IAPD ↗
55
SOUTHSTATE ADVISORY, INC. — added office(s): 7 -> 8 additional locations. IAPD ↗
55
INVESCO MANAGED ACCOUNTS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
55
THE MATHER GROUP, LLC — added office(s): 60 -> 62 additional locations. IAPD ↗
55
PROSPERITY CAPITAL ADVISORS — added office(s): 26 -> 37 additional locations. IAPD ↗
55
ZEGA FINANCIAL, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
55
SUMMIT GLOBAL INVESTMENTS, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
SNOWDEN CAPITAL ADVISORS LLC — added office(s): 12 -> 15 additional locations. IAPD ↗
55
CLOCKTOWER GROUP, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
JAG CAPITAL MANAGEMENT LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
55
THE COLONY GROUP, LLC — added office(s): 20 -> 25 additional locations. IAPD ↗
55
THREE BELL CAPITAL LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
55
DELEGATE ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
CAPITAL ANALYSTS — added office(s): 274 -> 277 additional locations. IAPD ↗
55
AXXCESS WEALTH MANAGEMENT, LLC — added office(s): 27 -> 28 additional locations. IAPD ↗
55
THE PINNACLE FINANCIAL GROUP — added office(s): 8 -> 9 additional locations. IAPD ↗
55
ARBOR POINT ADVISORS — added office(s): 138 -> 147 additional locations. IAPD ↗
55
STEELPEAK WEALTH, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
55
BISON WEALTH, LLC — added office(s): 22 -> 23 additional locations. IAPD ↗
55
NORTHWEST FINANCIAL ADVISORS LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
55
DISCIPLINA CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
55
APTUS CAPITAL ADVISORS, LLC — added office(s): 8 -> 13 additional locations. IAPD ↗
55
MUTUAL ADVISORS, LLC — added office(s): 71 -> 75 additional locations. IAPD ↗
55
IFG ADVISORY, LLC — added office(s): 42 -> 64 additional locations. IAPD ↗
55
RMR WEALTH BUILDERS, INC. — added office(s): 22 -> 24 additional locations. IAPD ↗
55
FOURSTAR WEALTH ADVISORS, LLC — added office(s): 22 -> 25 additional locations. IAPD ↗
55
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — added office(s): 20 -> 24 additional locations. IAPD ↗
55
OSAIC ADVISORY SERVICES, LLC — added office(s): 56 -> 155 additional locations. IAPD ↗
55
JOHNSON BRUNETTI — added office(s): 9 -> 10 additional locations. IAPD ↗
55
COMPOUND PLANNING — added office(s): 0 -> 40 additional locations. IAPD ↗
55
GOOD LIFE ADVISORS, LLC — added office(s): 49 -> 52 additional locations. IAPD ↗
55
WEALTHCARE ADVISORY PARTNERS LLC — added office(s): 65 -> 69 additional locations. IAPD ↗
55
ARISTOTLE CAPITAL BOSTON, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
PFG ADVISORS — added office(s): 129 -> 131 additional locations. IAPD ↗
55
ALPHACORE CAPITAL LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
55
IFAM CAPITAL — added office(s): 2 -> 3 additional locations. IAPD ↗
55
SANCTUARY ADVISORS, LLC — added office(s): 80 -> 83 additional locations. IAPD ↗
55
GLADSTONE WEALTH PARTNERS — added office(s): 42 -> 43 additional locations. IAPD ↗
55
PARABELLUM CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
PROFICIO CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
TRILOGY CAPITAL, INC. — added office(s): 11 -> 13 additional locations. IAPD ↗
55
3EDGE ASSET MANAGEMENT, LP — added office(s): 2 -> 4 additional locations. IAPD ↗
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC — added office(s): 10 -> 13 additional locations. IAPD ↗
55
TRANSFORM WEALTH, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
GQG PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
55
NICOLET WEALTH MANAGEMENT — added office(s): 8 -> 9 additional locations. IAPD ↗
55
INTEGRATED WEALTH CONCEPTS LLC — added office(s): 57 -> 120 additional locations. IAPD ↗
55
STRATEGIC BLUEPRINT, LLC — added office(s): 25 -> 27 additional locations. IAPD ↗
55
THE FIDUCIARY ALLIANCE — added office(s): 12 -> 13 additional locations. IAPD ↗
55
CALVERT RESEARCH AND MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
55
VANGUARD PERSONALIZED INDEXING MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
55
ARISTOTLE ATLANTIC PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
CBIZ INVESTMENT ADVISORY SERVICES, LLC — added office(s): 16 -> 20 additional locations. IAPD ↗
55
STRATEGIC GLOBAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
CRESTWOOD ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
55
EVERSOURCE WEALTH ADVISORS, LLC — added office(s): 17 -> 19 additional locations. IAPD ↗
55
PERENNIAL FINANCIAL SERVICES — added office(s): 9 -> 10 additional locations. IAPD ↗
55
JORDAN PARK GROUP LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
55
BORDEAUX WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
55
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
KINGSWOOD WEALTH ADVISORS, LLC — added office(s): 7 -> 43 additional locations. IAPD ↗
55
VALLEY WEALTH STRATEGIES, LLC — added office(s): 20 -> 21 additional locations. IAPD ↗
55
LGL PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
ROBERTSON STEPHENS — added office(s): 18 -> 23 additional locations. IAPD ↗
55
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. — added office(s): 2 -> 5 additional locations. IAPD ↗
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 39 -> 54 additional locations. IAPD ↗
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 15 -> 16 additional locations. IAPD ↗
55
ADERO PARTNERS, LLC — added office(s): 22 -> 24 additional locations. IAPD ↗
55
DAKOTA WEALTH, LLC — added office(s): 17 -> 21 additional locations. IAPD ↗
55
SUMMIT FINANCIAL, LLC — added office(s): 34 -> 40 additional locations. IAPD ↗
55
EASTERLY INVESTMENT PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
SIMPLICITY WEALTH — added office(s): 35 -> 52 additional locations. IAPD ↗
55
CH INVESTMENT PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
IEQ CAPITAL, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
55
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — added office(s): 20 -> 24 additional locations. IAPD ↗
55
F/M INVESTMENTS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
THRIVENT ADVISOR NETWORK, LLC — added office(s): 34 -> 37 additional locations. IAPD ↗
55
THE AMERIFLEX GROUP — added office(s): 53 -> 81 additional locations. IAPD ↗
55
ALIYA CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
CYNDEO WEALTH PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
55
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY — added office(s): 25 -> 26 additional locations. IAPD ↗
55
BERGER FINANCIAL GROUP — added office(s): 6 -> 9 additional locations. IAPD ↗
55
UX WEALTH PARTNERS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
PALLAS CAPITAL ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
INTEROCEAN CAPITAL — added office(s): 2 -> 3 additional locations. IAPD ↗
55
CW ADVISORS, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
55
NAVITER WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
GROVE POINT ADVISORS, LLC — added office(s): 208 -> 224 additional locations. IAPD ↗
55
STONEGATE INVESTMENT GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
BADGLEY PHELPS WEALTH MANAGERS — added office(s): 2 -> 3 additional locations. IAPD ↗
55
NILSINE PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
CERCANO MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
LXG WEALTH ADVISORY LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
HIGHPOINT PLANNING PARTNERS — added office(s): 66 -> 67 additional locations. IAPD ↗
55
ICON WEALTH PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
TITLEIST ASSET MANAGEMENT, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
55
MODERN WEALTH MANAGEMENT, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
55
SAPIENT CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
QUOTIENT WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
STONEBRIDGE FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
ONEAMERICA SECURITIES, INC. — shrank from 287 to 282 advisory reps. IAPD ↗
53
ALLEGHENY INVESTMENTS, LTD. — shrank from 55 to 49 advisory reps. IAPD ↗
53
WORLD EQUITY GROUP, INC. — shrank from 107 to 60 advisory reps. IAPD ↗
53
BANKOH ADVISORS — shrank from 32 to 25 advisory reps. IAPD ↗
53
PACKERLAND BROKERAGE SERVICES, INC. — shrank from 273 to 144 advisory reps. IAPD ↗
53
CLARITI WEALTH ADVISORS — shrank from 8 to 6 advisory reps. IAPD ↗
53
MONTAG & CALDWELL, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
53
WEALTHSPIRE ADVISORS — shrank from 8 to 4 advisory reps. IAPD ↗
53
FAIRFIELD FINANCIAL ADVISORS — shrank from 6 to 4 advisory reps. IAPD ↗
53
SNYDER WEALTH GROUP — shrank from 11 to 5 advisory reps. IAPD ↗
53
OAK RIDGE INVESTMENTS, LLC — shrank from 11 to 8 advisory reps. IAPD ↗
53
TGS FINANCIAL ADVISORS — shrank from 7 to 5 advisory reps. IAPD ↗
53
CLEARBROOK INVESTMENT CONSULTING LLC — shrank from 8 to 6 advisory reps. IAPD ↗
53
ADVISORY RESEARCH INC — shrank from 13 to 8 advisory reps. IAPD ↗
53
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC — shrank from 12 to 8 advisory reps. IAPD ↗
53
ACCESS FINANCIAL RESOURCES INC. — shrank from 9 to 7 advisory reps. IAPD ↗
53
STRATEGY ASSET MANAGERS L.L.C. — shrank from 8 to 6 advisory reps. IAPD ↗
53
FINANCIAL SENSE ADVISORS, INC. — shrank from 10 to 8 advisory reps. IAPD ↗
53
NEUMANN CAPITAL MANAGEMENT — shrank from 6 to 4 advisory reps. IAPD ↗
53
NOVAK & POWELL FINANCIAL SERVICES, INC. — shrank from 10 to 8 advisory reps. IAPD ↗
53
PRUDEO PARTNERS, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
STEVENS FOSTER FINANCIAL ADVISORS — shrank from 8 to 5 advisory reps. IAPD ↗
53
BATES FINANCIAL ADVISORS, INC. — shrank from 8 to 6 advisory reps. IAPD ↗
53
ALEXANDER LABRUNERIE & CO., INC. — shrank from 8 to 6 advisory reps. IAPD ↗
53
AMERANT INVESTMENTS, INC. — shrank from 19 to 14 advisory reps. IAPD ↗
53
FUTURE CAPITAL — shrank from 10 to 2 advisory reps. IAPD ↗
53
ALTRIUS CAPITAL MANAGEMENT, INC. — shrank from 9 to 7 advisory reps. IAPD ↗
53
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
53
BAY POINT WEALTH — shrank from 11 to 4 advisory reps. IAPD ↗
53
ATIVO CAPITAL MANAGEMENT, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
53
GREENWICH INVESTMENT MANAGEMENT, INC. — shrank from 8 to 4 advisory reps. IAPD ↗
53
HOPWOOD FINANCIAL SERVICES, INC. — shrank from 8 to 6 advisory reps. IAPD ↗
53
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. — shrank from 78 to 73 advisory reps. IAPD ↗
53
MODERN CAPITAL ADVISORS, LLC — shrank from 38 to 24 advisory reps. IAPD ↗
53
GOODWIN INVESTMENT ADVISORY — shrank from 7 to 5 advisory reps. IAPD ↗
53
AVION WEALTH — shrank from 10 to 8 advisory reps. IAPD ↗
53
ARCHER INVESTMENT CORPORATION — shrank from 87 to 82 advisory reps. IAPD ↗
53
NICHOLAS INVESTMENT PARTNERS, L.P. — shrank from 6 to 4 advisory reps. IAPD ↗
53
MARKOWSKI INVESTMENTS — shrank from 15 to 9 advisory reps. IAPD ↗
53
BYRON FINANCIAL, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
53
TAYLOR FRIGON CAPITAL MANAGEMENT LLC — shrank from 7 to 5 advisory reps. IAPD ↗
53
CALDER FINANCIAL GROUP — shrank from 7 to 5 advisory reps. IAPD ↗
53
GLOVISTA INVESTMENTS LLC — shrank from 4 to 2 advisory reps. IAPD ↗
53
N1 ADVISORS — shrank from 5 to 3 advisory reps. IAPD ↗
53
THE RETIREMENT SOLUTION LLC — shrank from 18 to 14 advisory reps. IAPD ↗
53
MERITAS WEALTH MANAGEMENT, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
CAISSA WEALTH STRATEGIES — shrank from 7 to 5 advisory reps. IAPD ↗
53
ALVARIUM INVESTMENT ADVISORS (US), INC. — shrank from 12 to 4 advisory reps. IAPD ↗
53
JENKINS WEALTH — shrank from 8 to 5 advisory reps. IAPD ↗
53
APPOMATTOX ADVISORY, INC — shrank from 9 to 6 advisory reps. IAPD ↗
53
ALPHA ARCHITECT — shrank from 7 to 4 advisory reps. IAPD ↗
53
ALTRUVISTA LLC — shrank from 5 to 2 advisory reps. IAPD ↗
53
RESERVOIR OPERATIONS, L.P. — shrank from 6 to 3 advisory reps. IAPD ↗
53
RS CRUM INC. — shrank from 6 to 4 advisory reps. IAPD ↗
53
WELLSPRING FINANCIAL PARTNERS — shrank from 6 to 4 advisory reps. IAPD ↗
53
SEQUENT PLANNING, LLC — shrank from 84 to 75 advisory reps. IAPD ↗
53
SENTINUS, LLC — shrank from 25 to 9 advisory reps. IAPD ↗
53
AMJ FINANCIAL WEALTH MANAGEMENT LLC — shrank from 11 to 7 advisory reps. IAPD ↗
53
MARSHALL & STERLING WEALTH ADVISORS, INC. — shrank from 8 to 6 advisory reps. IAPD ↗
53
ARCHFORD CAPITAL STRATEGIES, LLC — shrank from 13 to 10 advisory reps. IAPD ↗
53
PRIVATE PORTFOLIO PARTNERS, LLC — shrank from 27 to 19 advisory reps. IAPD ↗
53
DARWIN WEALTH MANAGEMENT — shrank from 8 to 6 advisory reps. IAPD ↗
53
TCFG INVESTMENT ADVISORS, LLC — shrank from 32 to 24 advisory reps. IAPD ↗
53
WEALTH PRESERVATION ADVISORS, LLC — shrank from 5 to 2 advisory reps. IAPD ↗
53
VIRTUE CAPITAL MANAGEMENT, LLC — shrank from 107 to 94 advisory reps. IAPD ↗
53
VPWM ADVISORS, LLC — shrank from 14 to 11 advisory reps. IAPD ↗
53
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
53
WEALTHSHIELD PARTNERS, LLC — shrank from 20 to 14 advisory reps. IAPD ↗
53
CRESTA ADVISORS — shrank from 7 to 4 advisory reps. IAPD ↗
53
ARISTOTLE CREDIT PARTNERS, LLC — shrank from 6 to 3 advisory reps. IAPD ↗
53
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
53
IFG ADVISORS, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
53
O'DONNELL FINANCIAL SERVICES, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
53
LAZARI CAPITAL MANAGEMENT, INC. — shrank from 7 to 5 advisory reps. IAPD ↗
53
MIRADOR CAPITAL PARTNERS — shrank from 7 to 5 advisory reps. IAPD ↗
53
MIDWEST FINANCIAL GROUP LLC — shrank from 10 to 7 advisory reps. IAPD ↗
53
SENECA HOUSE ADVISORS — shrank from 5 to 3 advisory reps. IAPD ↗
53
ACIMA PRIVATE WEALTH LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
INTEGRITY WEALTH ADVISORS, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
53
ADDICUS ADVISORY, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
53
OLIO FINANCIAL PLANNING — shrank from 9 to 7 advisory reps. IAPD ↗
53
MULHOLLAND WEALTH ADVISORS, LLC — shrank from 8 to 6 advisory reps. IAPD ↗
53
PREMIA GLOBAL ADVISORS, LLC — shrank from 3 to 1 advisory reps. IAPD ↗
53
SUMMIT WEALTH PARTNERS, LLC — shrank from 12 to 9 advisory reps. IAPD ↗
53
MGO PRIVATE WEALTH, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
COLONIAL RIVER WEALTH MANAGEMENT LLC — shrank from 13 to 9 advisory reps. IAPD ↗
53
MATRIX PRIVATE CAPITAL GROUP — shrank from 10 to 7 advisory reps. IAPD ↗
53
ARKOS GLOBAL ADVISORS, LLC — shrank from 15 to 4 advisory reps. IAPD ↗
53
PLAN A WEALTH, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
53
ONE WEALTH MANAGEMENT — shrank from 8 to 6 advisory reps. IAPD ↗
53
PRIVATE WEALTH SOLUTIONS, LLC — shrank from 3 to 1 advisory reps. IAPD ↗
53
IN ON CAPITAL — shrank from 14 to 10 advisory reps. IAPD ↗
53
CREDICORP CAPITAL ADVISORS LLC — shrank from 9 to 7 advisory reps. IAPD ↗
53
EQ WEALTH MANAGEMENT — shrank from 8 to 6 advisory reps. IAPD ↗
53
PROTECTION POINT ADVISORS — shrank from 27 to 12 advisory reps. IAPD ↗
53
INNEALTA CAPITAL — shrank from 14 to 9 advisory reps. IAPD ↗
53
RETIREMENT WELLNESS GROUP — shrank from 6 to 2 advisory reps. IAPD ↗
53
HORST & GRABEN WEALTH MANAGEMENT, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
53
SIGNAL ADVISORS WEALTH, LLC — shrank from 17 to 5 advisory reps. IAPD ↗
53
CONVERGENCE FINANCIAL — shrank from 20 to 13 advisory reps. IAPD ↗
53
WAYFINDING FINANCIAL, LLC — shrank from 6 to 3 advisory reps. IAPD ↗
53
CLOVERFIELDS CAPITAL GROUP, LP — shrank from 9 to 1 advisory reps. IAPD ↗
53
ONEASCENT WEALTH MANAGEMENT — shrank from 14 to 11 advisory reps. IAPD ↗
53
OLDE WEALTH MANAGEMENT, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
53
TACTIVE ADVISORS, LLC — shrank from 10 to 1 advisory reps. IAPD ↗
53
BR CAPITAL — shrank from 3 to 1 advisory reps. IAPD ↗
53
VANCE WEALTH — shrank from 14 to 10 advisory reps. IAPD ↗
53
THE MILLSTONE EVANS GROUP, LLC — shrank from 8 to 4 advisory reps. IAPD ↗
53
WEALTHPLAN INVESTMENT MANAGEMENT LLC — shrank from 12 to 8 advisory reps. IAPD ↗
53
STRATEGIC ADVOCATES, LLC — shrank from 9 to 7 advisory reps. IAPD ↗
53
TERRA WEALTH — shrank from 58 to 52 advisory reps. IAPD ↗
53
OCTOGONE NA — shrank from 9 to 7 advisory reps. IAPD ↗
53
CHANNEL WEALTH, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
53
ONEAMERICA SECURITIES, INC. — added office(s): 107 -> 127 additional locations. IAPD ↗
53
ASHTON THOMAS SECURITIES, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
G. A. REPPLE & COMPANY — added office(s): 22 -> 23 additional locations. IAPD ↗
53
ALLIANCE ADVISORY & SECURITIES, LLC — added office(s): 2 -> 6 additional locations. IAPD ↗
53
CHAPIN DAVIS ASSET MANAGEMENT — added office(s): 3 -> 9 additional locations. IAPD ↗
53
COKER & PALMER — added office(s): 2 -> 4 additional locations. IAPD ↗
53
TOBIAS FINANCIAL ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
53
MPM WEALTH ADVISORS — added office(s): 11 -> 12 additional locations. IAPD ↗
53
SANTORI & PETERS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
TRUSTMONT ADVISORY GROUP, INC. — added office(s): 47 -> 50 additional locations. IAPD ↗
53
COMPASS WEALTH MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
ELDRIDGE INVESTMENT ADVISORS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SNYDER WEALTH GROUP — added office(s): 6 -> 7 additional locations. IAPD ↗
53
HOLDERNESS INVESTMENTS CO — added office(s): 1 -> 3 additional locations. IAPD ↗
53
WHITENER CAPITAL MANAGEMENT, INC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
HAMEL ASSOCIATES,INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PETRA FINANCIAL ADVISORS INC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
WILLIAM MACK & ASSOCIATES INC — added office(s): 19 -> 24 additional locations. IAPD ↗
53
J.W.BURNS & COMPANY, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
HANSON & DOREMUS INVESTMENT MANAGEMENT — added office(s): 0 -> 8 additional locations. IAPD ↗
53
THE ADVISORY GROUP OF SAN FRANCISCO, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
BROADMARK ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CHAPEL HILL INVESTMENT ANALYSTS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
BEAM WEALTH ADVISORS, INC. — added office(s): 14 -> 20 additional locations. IAPD ↗
53
LOWERY THOMAS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
DENALI ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
BEECH HILL ADVISORS, INC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
ARBOR CAPITAL MANAGEMENT INC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
STERNECK CAPITAL MANAGEMENT LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
53
MORLING FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
NOVAK & POWELL FINANCIAL SERVICES, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
53
PARSONS CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
THE GOFF FINANCIAL GROUP — added office(s): 1 -> 4 additional locations. IAPD ↗
53
MILLENNIUM ADVISORY SERVICES, INC. — added office(s): 0 -> 4 additional locations. IAPD ↗
53
HARMONY ASSET MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
PLAN GROUP FINANCIAL, INC. — added office(s): 7 -> 8 additional locations. IAPD ↗
53
SYNERGY ASSET MANAGEMENT, LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
53
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
LOUNTZIS ASSET MANAGEMENT, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
53
FINANCIAL & TAX ARCHITECTS, LLC — added office(s): 7 -> 16 additional locations. IAPD ↗
53
PAUL WINKLER, INC. — added office(s): 10 -> 11 additional locations. IAPD ↗
53
GLASS JACOBSON WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
SC&H WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
53
RIDGEWOOD INVESTMENTS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
53
SENTINEL WEALTH MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CARMEL CAPITAL PARTNERS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
53
PRESTIGE WEALTH MANAGEMENT GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
HOPWOOD FINANCIAL SERVICES, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
53
OAKMONT CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
HOMAN WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PARK PIEDMONT ADVISORS LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
FOREST HILL CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ABG CONSULTANTS — added office(s): 1 -> 3 additional locations. IAPD ↗
53
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CURRAN WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PROSTATIS FINANCIAL ADVISORS GROUP — added office(s): 7 -> 8 additional locations. IAPD ↗
53
BROGAN FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CAPITAL TRUST ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
MARYLAND CAPITAL ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FINANCIAL PERSPECTIVES — added office(s): 1 -> 2 additional locations. IAPD ↗
53
ALLEN CAPITAL GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
FREEDOM DAY SOLUTIONS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
STONE HOUSE INVESTMENT MANAGEMENT, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
53
5TH STREET ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
JACOBSON & SCHMITT ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
STERLING INVESTMENT ADVISORS LTD. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FIRST CITIZENS ASSET MANAGEMENT, INC — added office(s): 23 -> 25 additional locations. IAPD ↗
53
HAVEN PRIVATE — added office(s): 0 -> 2 additional locations. IAPD ↗
53
MILLER EQUITY CAPITAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PRIVATE WEALTH ADVISORS — added office(s): 1 -> 5 additional locations. IAPD ↗
53
HOLCOMBE FINANCIAL, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
TOTAL CLARITY WEALTH MANAGEMENT, INC — added office(s): 10 -> 13 additional locations. IAPD ↗
53
WORTHPOINTE — added office(s): 9 -> 10 additional locations. IAPD ↗
53
ARGOS WEALTH ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
BARRY INVESTMENT ADVISORS, LLC — added office(s): 1 -> 6 additional locations. IAPD ↗
53
WPWEALTH LLP — added office(s): 4 -> 6 additional locations. IAPD ↗
53
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
N1 ADVISORS — added office(s): 0 -> 4 additional locations. IAPD ↗
53
ARQ WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ILLUMINATION WEALTH MANAGEMENT — added office(s): 6 -> 8 additional locations. IAPD ↗
53
DELTA INVESTMENT MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
53
ASSET ALLOCATION STRATEGIES, LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
53
WESTHILL FINANCIAL ADVISORS, INC. — added office(s): 0 -> 12 additional locations. IAPD ↗
53
ELWOOD & GOETZ — added office(s): 3 -> 4 additional locations. IAPD ↗
53
DRAKE & ASSOCIATES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MARKET STREET WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
53
COVENANT WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MMA ASSET MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
LOWE WEALTH ADVISORS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
53
STUDIO INVESTMENT MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
53
RPG FAMILY WEALTH ADVISORY, LLC — added office(s): 6 -> 10 additional locations. IAPD ↗
53
VERITY ASSET MANAGEMENT — added office(s): 8 -> 9 additional locations. IAPD ↗
53
WELLSPRING FINANCIAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
AOG WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
53
HARVEST INVESTMENT SERVICES, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
53
SUMMIT STREET CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
LDR CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
SINGLE POINT PARTNERS — added office(s): 7 -> 10 additional locations. IAPD ↗
53
BRIGHT ROAD WEALTH MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
TEAMWORK FINANCIAL ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
STRATEGIC WEALTH INVESTMENT GROUP, LLC — added office(s): 14 -> 17 additional locations. IAPD ↗
53
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
COPPER FINANCIAL — added office(s): 28 -> 29 additional locations. IAPD ↗
53
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ASSETGRADE, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
CAPITAL PLANNING, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
ASTOR INVESTMENT MANAGEMENT LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
53
MPWM ADVISORY SOLUTIONS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
ARISTOTLE CREDIT PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
LIQUID STRATEGIES, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
BLUEPRINT INVESTMENT PARTNERS LLC — added office(s): 2 -> 7 additional locations. IAPD ↗
53
CLARIFY WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
53
GRANDVIEW ASSET MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
CATALINA CAPITAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FOUNDERS FINANCIAL ALLIANCE, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
53
CHEQUERS FINANCIAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
GOLDSTONE FINANCIAL GROUP, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
53
BETTERWEALTH LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
LEADING EDGE FINANCIAL PLANNING LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
53
BERKELEY CAPITAL PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
CASTLEVIEW PARTNERS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
GIBBS WEALTH MANAGEMENT, LLC — added office(s): 27 -> 76 additional locations. IAPD ↗
53
MERIDIAN FINANCIAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
STANSBERRY ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
ALMANACK INVESTMENT PARTNERS — added office(s): 5 -> 6 additional locations. IAPD ↗
53
KINETIC INVESTMENT MANAGEMENT, INC. — added office(s): 12 -> 13 additional locations. IAPD ↗
53
PARADIGM WEALTH ADVISORY LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
WOLFF FINANCIAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
LEBENTHAL GLOBAL ADVISORS, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
53
WOODSTOCK WEALTH MANAGEMENT, INC. — added office(s): 21 -> 24 additional locations. IAPD ↗
53
ATLAS PRIVATE WEALTH ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
53
DENVER WEALTH MANAGEMENT, INC. — added office(s): 3 -> 5 additional locations. IAPD ↗
53
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
ALPINE PRIVATE WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
53
CAPITAL SQUARE, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
REVOLVE WEALTH PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
AWM CAPITAL, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
LIBRA WEALTH LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
LIFEWORKS ADVISORS, LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
53
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
SHARP FINANCIAL — added office(s): 4 -> 6 additional locations. IAPD ↗
53
BRIO FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
53
WELLS TRECASO FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
EQ WEALTH MANAGEMENT — added office(s): 1 -> 5 additional locations. IAPD ↗
53
DOMANI ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SOVEREIGN FINANCIAL GROUP, INC. — added office(s): 16 -> 18 additional locations. IAPD ↗
53
PRINCIPAL ADVISED SERVICES — added office(s): 12 -> 46 additional locations. IAPD ↗
53
FERGUSON SHAPIRO LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
WEALTHSPAN PARTNERS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
53
FINANCIAL TRANSPARENCY — added office(s): 11 -> 12 additional locations. IAPD ↗
53
HASSELL WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
53
SOCHA FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
RESURGENT ADVISORS — added office(s): 6 -> 8 additional locations. IAPD ↗
53
PRECISION WEALTH STRATEGIES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
HOHIMER WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
VERUM PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
OPTIVISE ADVISORY SERVICES LLC — added office(s): 19 -> 22 additional locations. IAPD ↗
53
AEGIS FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CW INVESTMENT ADVISERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ONYX BRIDGE WEALTH GROUP LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
ADAMSBROWN WEALTH CONSULTANTS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
TACTIVE ADVISORS, LLC — added office(s): 11 -> 13 additional locations. IAPD ↗
53
FORTIS CAPITAL ADVISORS, LLC — added office(s): 13 -> 20 additional locations. IAPD ↗
53
VANCE WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
53
THE CLARUS GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
53
THE MILLSTONE EVANS GROUP, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
53
NAVIS WEALTH ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
HILL INVESTMENT GROUP — added office(s): 3 -> 4 additional locations. IAPD ↗
53
SMITH THORNTON ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PARAGON PRIVATE WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FIFTH THIRD WEALTH ADVISORS LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
53
ENDEAVOR PRIVATE WEALTH, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
IMPACT PARTNERSHIP WEALTH, LLC — added office(s): 30 -> 49 additional locations. IAPD ↗
53
WEST WEALTH GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
THE FINANCIAL RESOURCE CENTER — added office(s): 0 -> 1 additional locations. IAPD ↗
53
VERTEX PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
QUANTUM FINANCIAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
TRANSCE3ND LLC — added office(s): 5 -> 10 additional locations. IAPD ↗
53
25 FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FIAT WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
53
49 FINANCIAL — added office(s): 0 -> 7 additional locations. IAPD ↗
53
HIBERNIA WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
JOULE FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
TFB ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
BUCK WEALTH STRATEGIES, LLC — added office(s): 7 -> 11 additional locations. IAPD ↗
53
FIDELIS CAPITAL — added office(s): 1 -> 3 additional locations. IAPD ↗
53
CORE WEALTH PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
GOLDEN STATE EQUITY PARTNERS, LLC — added office(s): 13 -> 20 additional locations. IAPD ↗
53
TURTLE CREEK WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
SECOND LINE CAPITAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
GILLILAND JETER WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PORTSIDE WEALTH GROUP, LLC — added office(s): 27 -> 28 additional locations. IAPD ↗
50
TRIAD ADVISORS, LLC — reported RAUM down 51% ($2.25B -> $1.11B). IAPD ↗
50
FDX ADVISORS, INC. — reported RAUM down 37% ($3.62B -> $2.27B). IAPD ↗
50
PAUL COMSTOCK PARTNERS — reported RAUM down 29% ($2.86B -> $2.03B). IAPD ↗
50
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC — reported RAUM down 38% ($139.51B -> $86.27B). IAPD ↗
50
RREEF AMERICA L.L.C. — reported RAUM down 32% ($46.48B -> $31.83B). IAPD ↗
50
CARDINAL CAPITAL MANAGEMENT, L.L.C. — reported RAUM down 30% ($3.24B -> $2.27B). IAPD ↗
50
COHO PARTNERS, LTD. — reported RAUM down 26% ($6.17B -> $4.56B). IAPD ↗
50
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC — reported RAUM down 26% ($9.92B -> $7.32B). IAPD ↗
50
PROPRIETARY CAPITAL, LLC — reported RAUM down 63% ($5.23B -> $1.93B). IAPD ↗
50
REGIS MANAGEMENT COMPANY, LLC — reported RAUM down 67% ($4.06B -> $1.35B). IAPD ↗
50
MAINSTREET ADVISORS — reported RAUM down 54% ($11.20B -> $5.12B). IAPD ↗
50
NORTH PIER FIDUCIARY MANAGEMENT, LLC — reported RAUM down 32% ($1.52B -> $1.03B). IAPD ↗
50
AGW CAPITAL ADVISORS — reported RAUM down 60% ($2.86B -> $1.15B). IAPD ↗
50
GIA PARTNERS, LLC. — reported RAUM down 28% ($2.27B -> $1.64B). IAPD ↗
50
CANTOR FITZGERALD INVESTMENT ADVISORS — reported RAUM down 30% ($2.34B -> $1.64B). IAPD ↗
50
SVB WEALTH — reported RAUM down 55% ($14.76B -> $6.63B). IAPD ↗
50
WASHINGTON CROSSING ADVISORS LLC — reported RAUM down 37% ($3.10B -> $1.94B). IAPD ↗
50
MUTUAL OF OMAHA INVESTOR SERVICES, INC. — shrank from 320 to 285 advisory reps. IAPD ↗
50
CHARLES SCHWAB & CO., INC. — shrank from 3677 to 3564 advisory reps. IAPD ↗
50
NATIONWIDE SECURITIES, LLC — shrank from 11 to 8 advisory reps. IAPD ↗
50
HORACE MANN INVESTORS, INC. — shrank from 72 to 63 advisory reps. IAPD ↗
50
WILMINGTON TRUST INVESTMENT MANAGEMENT — shrank from 65 to 12 advisory reps. IAPD ↗
50
INTERCAROLINA FINANCIAL SERVICES, INC. — shrank from 13 to 10 advisory reps. IAPD ↗
50
DIVERSIFIED RESOURCES, LLC — shrank from 4 to 1 advisory reps. IAPD ↗
50
JRL CAPITAL ADVISORS LLC — shrank from 6 to 3 advisory reps. IAPD ↗
50
SUN VALLEY GOLD LLC — shrank from 10 to 6 advisory reps. IAPD ↗
50
UNION CAPITAL COMPANY — shrank from 18 to 14 advisory reps. IAPD ↗
50
INTERVEST INTERNATIONAL, INC. — shrank from 23 to 16 advisory reps. IAPD ↗
50
THIRD STREET ADVISORS, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
50
R & R FINANCIAL PLANNERS, INC. — shrank from 5 to 2 advisory reps. IAPD ↗
50
ACCORDANT ADVISORY GROUP, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
50
SECURITY FIRST ADVISORS — shrank from 7 to 4 advisory reps. IAPD ↗
50
PIERMONT WEALTH MANAGEMENT INC. — shrank from 4 to 1 advisory reps. IAPD ↗
50
EQUITAS CAPITAL ADVISORS,LLC — shrank from 8 to 5 advisory reps. IAPD ↗
50
SORRENTO PACIFIC FINANCIAL, LLC — shrank from 79 to 33 advisory reps. IAPD ↗
50
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. — shrank from 8 to 6 advisory reps. IAPD ↗
50
D. M. BRENNER, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
50
MERION CAPITAL LLC — shrank from 2 to 0 advisory reps. IAPD ↗
50
AXIOM INVESTMENT MANAGEMENT LLC — shrank from 6 to 4 advisory reps. IAPD ↗
50
INDEPENDENCE WEALTH ADVISORS INC. — shrank from 3 to 1 advisory reps. IAPD ↗
50
INNOVATION PARTNERS LLC — shrank from 2 to 0 advisory reps. IAPD ↗
50
NOBLEBRIDGE WEALTH — shrank from 10 to 6 advisory reps. IAPD ↗
50
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
50
HARVEST VOLATILITY MANAGEMENT, LLC — shrank from 13 to 5 advisory reps. IAPD ↗
50
INFINIUM INVESTMENT ADVISORS, LLC — shrank from 5 to 1 advisory reps. IAPD ↗
50
HERSHEY FINANCIAL ADVISERS, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
ARGI INVESTMENT SERVICES, LLC — shrank from 102 to 0 advisory reps. IAPD ↗
50
TRIUMPH WEALTH ADVISORS, INC. — shrank from 21 to 15 advisory reps. IAPD ↗
50
SKYOAK CAPITAL, INC. — shrank from 5 to 3 advisory reps. IAPD ↗
50
DFPG INVESTMENTS, LLC — shrank from 87 to 0 advisory reps. IAPD ↗
50
CLEARBROOK INVESTMENT SOLUTIONS LLC — shrank from 11 to 6 advisory reps. IAPD ↗
50
LONGBOARD ASSET MANAGEMENT — shrank from 6 to 4 advisory reps. IAPD ↗
50
WCM GLOBAL WEALTH, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
BLACKHAWK CAPITAL PARTNERS, LLC — shrank from 8 to 6 advisory reps. IAPD ↗
50
AWM GLOBAL ADVISORS — shrank from 5 to 3 advisory reps. IAPD ↗
50
GUIDANCE POINT RETIREMENT SERVICES, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
50
SYNTAL CAPITAL PARTNERS, LLC — shrank from 3 to 1 advisory reps. IAPD ↗
50
TOTAL WEALTH ADVISORS, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
50
STRIDE INVESTMENTS, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
KROON & MITCHELL ASSET MANAGEMENT LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
HGI CAPITAL MANAGEMENT, LLC. — shrank from 5 to 3 advisory reps. IAPD ↗
50
TILLER PARTNERS, LLC — shrank from 4 to 1 advisory reps. IAPD ↗
50
UCAP AMERICAS — shrank from 9 to 7 advisory reps. IAPD ↗
50
HULL TACTICAL — shrank from 15 to 7 advisory reps. IAPD ↗
50
DIRECTIONAL FINANCIAL SERVICES — shrank from 6 to 4 advisory reps. IAPD ↗
50
A.G. MORGAN FINANCIAL ADVISORS, LLC — shrank from 8 to 3 advisory reps. IAPD ↗
50
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC — shrank from 8 to 6 advisory reps. IAPD ↗
50
KINGSTONE CAPITAL PARTNERS TEXAS, LLC — shrank from 8 to 5 advisory reps. IAPD ↗
50
BREAN ASSET MANAGEMENT, LLC — shrank from 10 to 5 advisory reps. IAPD ↗
50
GREAT LAKES WEALTH, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
50
COMPASS RETIREMENT GROUP LLC — shrank from 7 to 3 advisory reps. IAPD ↗
50
KOBO RETIREMENT STRATEGIES — shrank from 3 to 1 advisory reps. IAPD ↗
50
C2C WEALTH MANAGEMENT, LLC — shrank from 4 to 1 advisory reps. IAPD ↗
50
BLUE RIDGE WEALTH PLANNERS — shrank from 9 to 7 advisory reps. IAPD ↗
50
SJHL FINANCIAL GROUP — shrank from 6 to 4 advisory reps. IAPD ↗
50
RETIREMENT PLANS, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
50
SCALAR GAUGE MANAGEMENT, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
50
SAS FINANCIAL ADVISORS, LLC. — shrank from 5 to 3 advisory reps. IAPD ↗
50
KARNER BLUE CAPITAL, LLC — shrank from 7 to 2 advisory reps. IAPD ↗
50
FBL WEALTH MANAGEMENT, LLC — shrank from 153 to 129 advisory reps. IAPD ↗
50
TRUADVICE LLC — shrank from 24 to 0 advisory reps. IAPD ↗
50
CAPITAL ADVISOR NETWORK — shrank from 10 to 7 advisory reps. IAPD ↗
50
ALBERT INVESTMENTS, LLC — shrank from 8 to 3 advisory reps. IAPD ↗
50
NEW AGE ALPHA ADVISORS, LLC — shrank from 8 to 6 advisory reps. IAPD ↗
50
SAVIOR WEALTH — shrank from 6 to 3 advisory reps. IAPD ↗
50
EXCEL WEALTH MANAGEMENT, LLC — shrank from 10 to 7 advisory reps. IAPD ↗
50
TRUCLARITY WEALTH ADVISORS — shrank from 12 to 1 advisory reps. IAPD ↗
50
GROWSTRONG WEALTH STRATEGIES — shrank from 10 to 5 advisory reps. IAPD ↗
50
EQUILIBRIUM VENTURES, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
ADAPTATION FINANCIAL ADVISORS INC. — shrank from 7 to 5 advisory reps. IAPD ↗
50
PARK AVENUE INVESTMENT ADVISORY, LLC — shrank from 75 to 70 advisory reps. IAPD ↗
50
CARDEA CAPITAL GROUP, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
50
PATH DIGITAL ADVISORS, LLC — shrank from 5 to 2 advisory reps. IAPD ↗
50
CALLAHAN FINANCIAL PLANNING — shrank from 9 to 6 advisory reps. IAPD ↗
50
NEXT FINANCIAL ADVISORS LLC — shrank from 6 to 0 advisory reps. IAPD ↗
50
BMO DIRECT INVEST INC. — shrank from 3 to 0 advisory reps. IAPD ↗
50
KEY WEALTH ADVISORS LLC — shrank from 4 to 1 advisory reps. IAPD ↗
50
ASCEND INTERPLAY, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
TYPHON CAPITAL MANAGEMENT, LLC — shrank from 2 to 0 advisory reps. IAPD ↗
50
ENVESTNET EMBEDDED ADVISORY, INC. — shrank from 15 to 10 advisory reps. IAPD ↗
50
TAYLOR FRIGON FAMILY OFFICE, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
50
MADDIX HOLDINGS — shrank from 6 to 4 advisory reps. IAPD ↗
50
MASTERWORKS ADVISERS, LLC — shrank from 32 to 20 advisory reps. IAPD ↗
50
ALCALA MULTI FAMILY OFFICE — shrank from 3 to 1 advisory reps. IAPD ↗
50
WEALTH STRATEGIES GROUP — shrank from 4 to 2 advisory reps. IAPD ↗
50
CHARLES SCHWAB & CO., INC. — added office(s): 356 -> 448 additional locations. IAPD ↗
50
USAA INVESTMENT SERVICES COMPANY — added office(s): 11 -> 13 additional locations. IAPD ↗
50
CREWS & ASSOCIATES, INC. — added office(s): 8 -> 9 additional locations. IAPD ↗
50
W&S BROKERAGE SERVICES, INC. — added office(s): 50 -> 57 additional locations. IAPD ↗
50
JOSEPH GUNNAR & CO., LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
50
MCGINN PENNINGER INVESTMENT MANAGMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
COMPASS FINANCIAL ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
BURGESS CHAMBERS & ASSOCIATES INC — added office(s): 1 -> 5 additional locations. IAPD ↗
50
MILLER VALUE PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
CMG CAPITAL MANAGEMENT GROUP, INC. — added office(s): 0 -> 3 additional locations. IAPD ↗
50
MWA FINANCIAL SERVICES, INC. — added office(s): 61 -> 81 additional locations. IAPD ↗
50
CTA WEALTH ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
QUANTUM FINANCIAL ADVISORS INC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
HELMSMAN FINANCIAL GROUP, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
50
CAPITAL IDEAS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
KIPLINGER WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PINNACLE WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
50
COPLEY INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
50
COLMAN KNIGHT ADVISORY GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
SHORELINE WEALTH ADVISORS — added office(s): 1 -> 6 additional locations. IAPD ↗
50
CAPITAL GROWTH & SHELTER, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
50
CWC ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TABR CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
TIMBUKTU CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
OPEN WINDOW FINANCIAL SOLUTIONS, LTD. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
THE WILLIAM ALLAN CORPORATION — added office(s): 1 -> 2 additional locations. IAPD ↗
50
GLAXIS CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
GRIFFIN BLACK, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
MCM WEALTH — added office(s): 5 -> 6 additional locations. IAPD ↗
50
O'BRIEN CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PROVIDENCE FINANCIAL AND INSURANCES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
BECKERMAN WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
50
CHICAGO INVESTMENT ADVISORY GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
50
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC — added office(s): 15 -> 16 additional locations. IAPD ↗
50
GLOBAL VALUE INVESTMENT CORPORATION — added office(s): 4 -> 5 additional locations. IAPD ↗
50
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
PILLAR WEALTH MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
50
FAMILYWEALTH ASSET MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
50
RHS FINANCIAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
PRESERVER PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
PRINCIPIA WEALTH ADVISORY, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
CAITLIN JOHN — added office(s): 14 -> 15 additional locations. IAPD ↗
50
LIVE OAK WEALTH ADVISORY GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
ALERA RETIREMENT ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
RIVERCHASE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
DYCHE WEALTH MANAGEMENT, INC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SYNTAL CAPITAL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CHARTER WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
50
MPMG & PARTNERS USA, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
PLANVISION, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
VALIDUS GROWTH INVESTING — added office(s): 1 -> 2 additional locations. IAPD ↗
50
THE PILLAR STRATEGIES — added office(s): 2 -> 3 additional locations. IAPD ↗
50
ODIN CAPITAL MANAGEMENT — added office(s): 1 -> 3 additional locations. IAPD ↗
50
GRUPP FINANCIAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
J. HAGAN CAPITAL, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
HENDERSHOTT WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MATHIS WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PROSPERITY WEALTH MANAGEMENT, INC. — added office(s): 42 -> 46 additional locations. IAPD ↗
50
ABBINGTON INVESTMENT GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
JANUARY CAPITAL ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
BARKER WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
APTUS FINANCIAL, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
ALSWORTH CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
WINTHROP PARTNERS - WNY, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
WINTHROP PARTNERS - WPA , LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
OPUS FINANCIAL SOLUTIONS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
7 STREETS FINANCIAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
WEST RIDGE ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
50
ARES FINANCIAL CONSULTING LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
FWG INVESTMENTS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
C2C WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
Q3 ADVISORS, LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
50
CAPSTONE WEALTH MANAGEMENT GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SMITH & WYATT — added office(s): 3 -> 4 additional locations. IAPD ↗
50
SJHL FINANCIAL GROUP — added office(s): 4 -> 6 additional locations. IAPD ↗
50
XYPN INVEST — added office(s): 6 -> 10 additional locations. IAPD ↗
50
IAMS WEALTH MANAGEMENT, LLC — added office(s): 44 -> 48 additional locations. IAPD ↗
50
AUTHENTIKOS WEALTH ADVISORY LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
MRA ADVISORY GROUP — added office(s): 3 -> 4 additional locations. IAPD ↗
50
ACRYLIC FINANCIAL, INC. — added office(s): 17 -> 20 additional locations. IAPD ↗
50
FLORIDA FINANCIAL ADVISORS, LLC — added office(s): 7 -> 10 additional locations. IAPD ↗
50
ATLANTIC WEALTH PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SUNBEAM CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
GPS FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
FORTRESS PRIVATE LEDGER, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
PANORAMIC INVESTMENT ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
50
FBL WEALTH MANAGEMENT, LLC — added office(s): 157 -> 162 additional locations. IAPD ↗
50
BLACKDIAMOND WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
FIDELIS WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
LONE PEAK ADVISERS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
OATH PLANNING, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
50
EXCEL WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
VIENNA ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
AEGIS WEALTH MANAGEMENT, INC. — added office(s): 27 -> 28 additional locations. IAPD ↗
50
EAGLEBROOK ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
FORTHRIGHT FAMILY WEALTH ADVISORY LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
INFINITY FINANCIAL SERVICES ADVISORY — added office(s): 31 -> 33 additional locations. IAPD ↗
50
EMPOWER WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
HALLETT ADVISORS — added office(s): 2 -> 4 additional locations. IAPD ↗
50
TEXAS FINANCIAL ADVISORY — added office(s): 2 -> 3 additional locations. IAPD ↗
50
CORE ADVISORY GROUP — added office(s): 1 -> 3 additional locations. IAPD ↗
50
46 PEAKS INVESTMENT ADVISORY GROUP — added office(s): 0 -> 2 additional locations. IAPD ↗
50
ONEGROUP WEALTH PARTNERS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
50
ASPEN WEALTH STRATEGIES, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
50
LIGHTHOUSE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
50
ADVISOR SHARE WEALTH MANAGEMENT — added office(s): 3 -> 21 additional locations. IAPD ↗
50
ADAPTATION FINANCIAL ADVISORS INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PARK AVENUE INVESTMENT ADVISORY, LLC — added office(s): 5 -> 8 additional locations. IAPD ↗
50
RETIREMENT PLANNING GROUP, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
50
TETON WEALTH GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SCG ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
MARIPAU WEALTH MANAGEMENT LLC — added office(s): 7 -> 12 additional locations. IAPD ↗
50
VERITAS WEALTH PARTNERS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
50
MOMENT PRIVATE WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
50
FORTITUDE FINANCIAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ROOTED WEALTH ADVISORS — added office(s): 4 -> 6 additional locations. IAPD ↗
50
AVOS CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
THEPARTNERS WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
50
FACTOR INVESTING GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
50
WPA FAMILY OFFICE, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 5 -> 11 additional locations. IAPD ↗
50
PINNACLE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
COLLECTIVE WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
TYPHON CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SPARTA WEALTH PARTNERS — added office(s): 0 -> 2 additional locations. IAPD ↗
50
724 CAPITAL, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
50
SECOND 50 FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
50
DABA ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
DAVIVIENDA ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
STAGE WEALTH MANAGEMENT, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
50
STEWARD ADVISORS GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
FOX HILL WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
PROLIFIC SOLUTIONS — added office(s): 1 -> 2 additional locations. IAPD ↗
50
RM INVESTMENT STRATEGIES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
AURELIUS FAMILY OFFICE, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
BRUDERMAN PRIVATE WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
50
FORTHRIGHT CAPITAL ADVISORY — added office(s): 13 -> 17 additional locations. IAPD ↗
50
LONGWALL FAMILY OFFICE — added office(s): 1 -> 5 additional locations. IAPD ↗
50
BULL HARBOR CAPITAL LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SHARED VISION WEALTH GROUP — added office(s): 0 -> 2 additional locations. IAPD ↗
50
SLP WEALTH — added office(s): 14 -> 15 additional locations. IAPD ↗
50
JEFFERSON BRIDGE CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
EVERGREEN MONEY ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
WISER ADVISOR GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MATRIARCH WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
INDEX TECHNOLOGIES GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
LASHLEY WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
KELLER FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
JB WEALTH ADVISORS LLC — added office(s): 1 -> 13 additional locations. IAPD ↗
48
WEDGEWOOD PARTNERS, INC. — reported RAUM down 25% ($619.5M -> $464.6M). IAPD ↗
48
KUNATH KARREN RINNE & ATKIN LLC — reported RAUM down 85% ($2.09B -> $316.8M). IAPD ↗
48
IRIDIAN ASSET MANAGEMENT LLC — reported RAUM down 58% ($895.7M -> $372.3M). IAPD ↗
48
BERNZOTT CAPITAL ADVISORS — reported RAUM down 54% ($682.0M -> $311.1M). IAPD ↗
48
MONTAG & CALDWELL, LLC — reported RAUM down 29% ($964.6M -> $683.5M). IAPD ↗
48
VANTAGE CONSULTING GROUP INC — reported RAUM down 58% ($1.11B -> $463.2M). IAPD ↗
48
GLOBAL INVESTMENT ADVISER LC — reported RAUM down 66% ($743.8M -> $256.5M). IAPD ↗
48
WEALTHSPIRE ADVISORS — reported RAUM down 41% ($877.6M -> $518.1M). IAPD ↗
48
PARK PLACE CAPITAL CORPORATION — reported RAUM down 30% ($854.4M -> $602.1M). IAPD ↗
48
ADVISORY RESEARCH INC — reported RAUM down 52% ($1.33B -> $641.6M). IAPD ↗
48
BROADMARK ASSET MANAGEMENT LLC — reported RAUM down 76% ($1.29B -> $311.1M). IAPD ↗
48
SEM WEALTH MANAGEMENT — reported RAUM down 29% ($817.9M -> $584.1M). IAPD ↗
48
MARQUETTE ASSOCIATES, INC. — reported RAUM down 51% ($838.5M -> $410.6M). IAPD ↗
48
PAUL WINKLER, INC. — reported RAUM down 69% ($923.6M -> $284.0M). IAPD ↗
48
SCHNIEDERS CAPITAL MANAGEMENT, LLC. — reported RAUM down 33% ($1.08B -> $725.0M). IAPD ↗
48
BAY POINT WEALTH — reported RAUM down 36% ($624.9M -> $399.2M). IAPD ↗
48
ANCHOR CAPITAL — reported RAUM down 41% ($656.5M -> $389.7M). IAPD ↗
48
GREENWICH INVESTMENT MANAGEMENT, INC. — reported RAUM down 27% ($816.9M -> $592.7M). IAPD ↗
48
LISANTI CAPITAL GROWTH LLC — reported RAUM down 42% ($758.0M -> $438.5M). IAPD ↗
48
FUTURA ASSET ADVISORS LLC — reported RAUM down 30% ($442.9M -> $310.7M). IAPD ↗
48
COHANZICK MANAGEMENT LLC — reported RAUM down 32% ($1.29B -> $880.6M). IAPD ↗
48
CLOUD CAPITAL LLC — reported RAUM down 87% ($3.07B -> $401.4M). IAPD ↗
48
RIVERPARK CAPITAL MANAGEMENT LLC — reported RAUM down 34% ($509.0M -> $337.0M). IAPD ↗
48
CABANA ASSET MANAGEMENT — reported RAUM down 50% ($1.48B -> $738.6M). IAPD ↗
48
SEER CAPITAL MANAGEMENT LP — reported RAUM down 31% ($912.6M -> $628.0M). IAPD ↗
48
KABOUTER MANAGEMENT, LLC — reported RAUM down 54% ($1.91B -> $876.7M). IAPD ↗
48
APPOMATTOX ADVISORY, INC — reported RAUM down 39% ($1.24B -> $753.9M). IAPD ↗
48
RESERVOIR OPERATIONS, L.P. — reported RAUM down 76% ($2.22B -> $538.2M). IAPD ↗
48
EAGLE'S VIEW CAPITAL MANAGEMENT LLC — reported RAUM down 45% ($748.0M -> $415.0M). IAPD ↗
48
GARRISON POINT CAPITAL, LLC — reported RAUM down 43% ($853.9M -> $485.2M). IAPD ↗
48
STRATEGAS ASSET MANAGEMENT, LLC — reported RAUM down 25% ($598.0M -> $446.5M). IAPD ↗
48
COLONIAL RIVER WEALTH MANAGEMENT LLC — reported RAUM down 53% ($586.5M -> $274.6M). IAPD ↗
48
VISTA INVESTMENT PARTNERS LLC — reported RAUM down 35% ($728.1M -> $474.5M). IAPD ↗
48
VOLARIS CAPITAL MANAGEMENT LLC — reported RAUM down 38% ($736.8M -> $455.1M). IAPD ↗
48
KPP ADVISORY SERVICES LLC — reported RAUM down 40% ($1.48B -> $880.6M). IAPD ↗
48
PEOPLE'S UNITED ADVISORS, INC. — reported RAUM down 41% ($1.42B -> $845.2M). IAPD ↗
48
RESURGENT ADVISORS — reported RAUM down 25% ($400.1M -> $300.1M). IAPD ↗
45
AMERICAN WEALTH MANAGEMENT, INC. — reported RAUM down 28% ($300.1M -> $217.5M). IAPD ↗
45
LEE FINANCIAL GROUP HAWAII, INC. — reported RAUM down 32% ($334.6M -> $226.3M). IAPD ↗
45
BTS ASSET MANAGEMENT, INC. — reported RAUM down 45% ($377.4M -> $208.5M). IAPD ↗
45
MARVIN & PALMER ASSOCIATES — reported RAUM down 66% ($281.6M -> $94.9M). IAPD ↗
45
EFS ASSET MANAGEMENT LLC — reported RAUM down 61% ($179.7M -> $69.7M). IAPD ↗
45
JRL CAPITAL ADVISORS LLC — reported RAUM down 46% ($194.5M -> $104.7M). IAPD ↗
45
SUN VALLEY GOLD LLC — reported RAUM down 74% ($389.7M -> $99.9M). IAPD ↗
45
ADVISORS CRYPTO, INC. — reported RAUM down 53% ($35.5M -> $16.7M). IAPD ↗
45
SASSER INVESTMENT MANAGEMENT, INC. — reported RAUM down 27% ($137.9M -> $100.3M). IAPD ↗
45
SCHULTZE ASSET MANAGEMENT, LP — reported RAUM down 73% ($222.7M -> $60.5M). IAPD ↗
45
INTERVEST INTERNATIONAL, INC. — reported RAUM down 46% ($74.4M -> $39.9M). IAPD ↗
45
CAPITAL IDEAS — reported RAUM down 27% ($229.6M -> $166.6M). IAPD ↗
45
GCI INVESTORS — reported RAUM down 95% ($105.2M -> $5.0M). IAPD ↗
45
WIMMER CONSULTING, LLC — reported RAUM down 28% ($147.1M -> $105.9M). IAPD ↗
45
LANDMARK CAPITAL INC. — reported RAUM down 99% ($254.4M -> $1.7M). IAPD ↗
45
FINANCIAL SOLUTIONS, INC. — reported RAUM down 53% ($160.2M -> $74.5M). IAPD ↗
45
EQUITAS CAPITAL ADVISORS,LLC — reported RAUM down 45% ($393.0M -> $217.1M). IAPD ↗
45
CONTEGO CAPITAL GROUP, INC. — reported RAUM down 49% ($133.2M -> $67.9M). IAPD ↗
45
SFC FINANCIAL LLC — reported RAUM down 26% ($219.5M -> $162.2M). IAPD ↗
45
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. — reported RAUM down 73% ($93.9M -> $25.1M). IAPD ↗
45
CASTLE ROCK INVESTMENT COMPANY — reported RAUM down 27% ($100.5M -> $73.4M). IAPD ↗
45
ABRIDGE PARTNERS, LLC — reported RAUM down 53% ($217.6M -> $102.5M). IAPD ↗
45
HARVEST VOLATILITY MANAGEMENT, LLC — reported RAUM down 89% ($1.94B -> $216.6M). IAPD ↗
45
INFINIUM INVESTMENT ADVISORS, LLC — reported RAUM down 42% ($157.3M -> $90.7M). IAPD ↗
45
ATRATO ASSET MANAGEMENT LLC — reported RAUM down 61% ($215.1M -> $83.0M). IAPD ↗
45
TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC — reported RAUM down 42% ($164.0M -> $95.6M). IAPD ↗
45
DESERT ROSE CAPITAL MANAGEMENT, INC. — reported RAUM down 35% ($180.4M -> $117.2M). IAPD ↗
45
ALERA RETIREMENT ADVISORS, LLC — reported RAUM down 94% ($640.9M -> $39.0M). IAPD ↗
45
WCM GLOBAL WEALTH, LLC — reported RAUM down 39% ($401.6M -> $245.4M). IAPD ↗
45
SYNTAL CAPITAL PARTNERS, LLC — reported RAUM down 86% ($441.6M -> $60.3M). IAPD ↗
45
TOTAL WEALTH ADVISORS, LLC — reported RAUM down 55% ($202.4M -> $90.7M). IAPD ↗
45
CAPSTONE WEALTH MANAGEMENT CORP. — reported RAUM down 26% ($123.2M -> $90.8M). IAPD ↗
45
GULFSTREAM CM, LLC — reported RAUM down 46% ($453.7M -> $244.0M). IAPD ↗
45
BROADCORE INVESTMENTS LP — reported RAUM down 52% ($27.3M -> $13.0M). IAPD ↗
45
INVERDALE CAPITAL MANAGEMENT, LLC — reported RAUM down 37% ($130.9M -> $81.8M). IAPD ↗
45
PURSINO ADVISORY GROUP LLC — reported RAUM down 54% ($42.6M -> $19.4M). IAPD ↗
45
HGI CAPITAL MANAGEMENT, LLC. — reported RAUM down 64% ($511.0M -> $186.5M). IAPD ↗
45
CRUISER CAPITAL ADVISORS, LLC — reported RAUM down 44% ($162.9M -> $91.0M). IAPD ↗
45
NSR INVEST — reported RAUM down 51% ($46.8M -> $23.0M). IAPD ↗
45
PATHFINDER WEALTH ADVISORS LLC — reported RAUM down 47% ($132.8M -> $69.9M). IAPD ↗
45
CATALYST WEALTH MANAGEMENT — reported RAUM down 49% ($139.6M -> $71.7M). IAPD ↗
45
FWG INVESTMENTS, LLC — reported RAUM down 39% ($339.6M -> $205.9M). IAPD ↗
45
C2C WEALTH MANAGEMENT, LLC — reported RAUM down 75% ($757.0M -> $190.9M). IAPD ↗
45
MERLIN ASSET MANAGEMENT — reported RAUM down 30% ($51.9M -> $36.3M). IAPD ↗
45
UNIVERSAL VALUE ADVISORS — reported RAUM down 47% ($84.6M -> $45.1M). IAPD ↗
45
SPRINGTIDE PARTNERS — reported RAUM down 92% ($506.4M -> $42.1M). IAPD ↗
45
HERITAGE WEALTH PARTNERS, LLC — reported RAUM down 37% ($227.3M -> $142.5M). IAPD ↗
45
LONE PEAK ADVISERS — reported RAUM down 30% ($148.0M -> $104.3M). IAPD ↗
45
FOLIOBEYOND, LLC — reported RAUM down 55% ($164.3M -> $73.4M). IAPD ↗
45
SAGE TREE WEALTH — reported RAUM down 31% ($84.8M -> $58.4M). IAPD ↗
45
SAVIOR WEALTH — reported RAUM down 32% ($149.1M -> $101.5M). IAPD ↗
45
EXCEL WEALTH MANAGEMENT, LLC — reported RAUM down 45% ($419.5M -> $232.7M). IAPD ↗
45
PROCAPITA PARTNERS, LLC — reported RAUM down 96% ($41.0M -> $1.5M). IAPD ↗
45
MARKLE FINANCIAL LLC — reported RAUM down 32% ($142.6M -> $97.3M). IAPD ↗
45
CORBETT ROAD CAPITAL MANAGEMENT, LLC — reported RAUM down 29% ($64.4M -> $45.9M). IAPD ↗
45
TRUCLARITY WEALTH ADVISORS — reported RAUM down 85% ($690.9M -> $100.5M). IAPD ↗
45
LEGADO WEALTH MANAGEMENT LLC — reported RAUM down 66% ($47.7M -> $16.4M). IAPD ↗
45
LION CAPITAL ADVISORS LLC — reported RAUM down 32% ($328.2M -> $222.1M). IAPD ↗
45
REVERE CAPITAL MANAGEMENT LP — reported RAUM down 32% ($176.0M -> $120.3M). IAPD ↗
45
AFS FINANCIAL GROUP, LLC — reported RAUM down 44% ($435.4M -> $244.9M). IAPD ↗
45
WISDOM CAPITAL ASSET MANAGEMENT, LLC — reported RAUM down 30% ($75.9M -> $52.8M). IAPD ↗
45
CREIGHTON CAPITAL MANAGEMENT LLC — reported RAUM down 26% ($302.8M -> $224.0M). IAPD ↗
45
WEST POTOMAC CAPITAL LLC — reported RAUM down 100% ($2.55B -> $5.3M). IAPD ↗
45
180 DEGREE CAPITAL CORP. — reported RAUM down 29% ($85.5M -> $60.8M). IAPD ↗
45
ADAPTATION FINANCIAL ADVISORS INC. — reported RAUM down 27% ($242.1M -> $177.4M). IAPD ↗
45
SAN LUIS WEALTH ADVISORS — reported RAUM down 80% ($495.0M -> $97.2M). IAPD ↗
45
HERITAGE CAPITAL ADVISORS, LLC — reported RAUM down 78% ($545.5M -> $120.0M). IAPD ↗
45
CITY DIFFERENT INVESTMENTS — reported RAUM down 27% ($157.0M -> $114.6M). IAPD ↗
45
CARDEA CAPITAL GROUP, INC. — reported RAUM down 99% ($2.63B -> $22.4M). IAPD ↗
45
GALLIOTT CAPITAL ADVISORS, LLC — reported RAUM down 88% ($1.01B -> $118.2M). IAPD ↗
45
PHASE LINE CAPITAL, LLC — reported RAUM down 75% ($138.2M -> $34.0M). IAPD ↗
45
BLUE HERON INFRASTRUCTURE — reported RAUM down 25% ($76.3M -> $57.0M). IAPD ↗
45
ESSENTIAL PARTNERS LLC — reported RAUM down 45% ($408.4M -> $224.7M). IAPD ↗
45
VAM GROUP, LLC — reported RAUM down 28% ($113.3M -> $81.4M). IAPD ↗
45
TRUEDGE ASSET MANAGEMENT LLC — reported RAUM down 100% ($185.1M -> $280,798). IAPD ↗
75
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BROOKFIELD ASSET MANAGEMENT INSURANCE ADVISOR LLC — grew from 959 to 998 advisory reps. IAPD ↗institutional
75
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — grew from 81 to 103 advisory reps. IAPD ↗institutional
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NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC — grew from 197 to 247 advisory reps. IAPD ↗fund
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BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT — grew from 39 to 44 advisory reps. IAPD ↗institutional
65
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SIXTH STREET SPECIALTY LENDING ADVISERS, LLC — grew from 37 to 42 advisory reps. IAPD ↗institutional
65
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BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. — grew from 144 to 150 advisory reps. IAPD ↗fund
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MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC — grew from 80 to 85 advisory reps. IAPD ↗fund
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ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC — grew from 18 to 23 advisory reps. IAPD ↗fund
60
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PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — grew from 14 to 18 advisory reps. IAPD ↗fund
59
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FRANKLIN BSP LENDING ADVISER, L.L.C. — (NEW YORK, NY) left the SEC roster (was $2.98B RAUM, 0 reps). IAPD ↗institutional
55
EASTERLY FUNDS LLC — (NEW YORK, NY) left the SEC roster (was $1.09B RAUM, 3 reps). IAPD ↗institutional
55
ACTIVUM SG GLOBAL ADVISORS LLC — (EAST HAMPTON, NY) left the SEC roster (was $1.68B RAUM, 3 reps). IAPD ↗institutional
55
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53
PERFORMANCE TRUST CAPITAL PARTNERS, LLC — (CHICAGO, IL) left the SEC roster (was $301.7M RAUM, 26 reps). IAPD ↗institutional
53
SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.** — (HOUSTON, TX) left the SEC roster (was $829.2M RAUM, 5 reps). IAPD ↗institutional
53
CAPRI CAPITAL PARTNERS, LLC — (CHICAGO, IL) left the SEC roster (was $300.0M RAUM, 4 reps). IAPD ↗institutional
53
CCG ASSET MANAGEMENT, LLC — (JACKSON, MS) left the SEC roster (was $577.2M RAUM, 1 reps). IAPD ↗institutional
53
PYTHAGOREAN TRADING, LLC — (STAMFORD, CT) left the SEC roster (was $673.3M RAUM, 2 reps). IAPD ↗institutional
53
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51
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD — grew from 306 to 317 advisory reps. IAPD ↗foreign
50
AUSTIN ATLANTIC ASSET MANAGEMENT CO. — (CORAL GABLES, FL) left the SEC roster (was $193.5M RAUM, 3 reps). IAPD ↗institutional
50
LYXOR ASSET MANAGEMENT LLC — (NEW YORK, NY) left the SEC roster (was $27.92B RAUM, 4 reps). IAPD ↗fund
50
TCW-WLA JV VENTURE LLC — (LOS ANGELES, CA) left the SEC roster (was $1.0M RAUM, 0 reps). IAPD ↗institutional
50
50
PRINCIPAL ENTERPRISE CAPITAL, LLC — (DES MOINES, IA) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗institutional
50
ECHO STREET CAPITAL MANAGEMENT, LLC — (NEW YORK, NY) left the SEC roster (was $12.16B RAUM, 15 reps). IAPD ↗fund
50
LYRICAL-ANTHEUS MANAGEMENT, L.P. — (ENGLEWOOD, NJ) left the SEC roster (was $2.33B RAUM, 14 reps). IAPD ↗fund
50
CAPITAL PARTNERS HOLDINGS, INC. — (NORWALK, CT) left the SEC roster (was $1.16B RAUM, 21 reps). IAPD ↗fund
50
WHI REAL ESTATE PARTNERS L.P. — (CHICAGO, IL) left the SEC roster (was $1.01B RAUM, 17 reps). IAPD ↗fund
50
CHALDON ASSOCIATES LLC — (location n/a) left the SEC roster (was $0 RAUM, 3 reps). IAPD ↗institutional
50
SKYROCK INVESTMENT MANAGEMENT LLC — (location n/a) left the SEC roster (was $26.1M RAUM, 1 reps). IAPD ↗institutional
50
BROOKFIELD BHS ADVISORS LLC — (NEW YORK, NY) left the SEC roster (was $3.43B RAUM, 38 reps). IAPD ↗fund
50
GID INVESTMENT ADVISERS LLC — (ATLANTA, GA) left the SEC roster (was $3.49B RAUM, 78 reps). IAPD ↗fund
50
50
1 ROUNDTABLE PARTNERS LLC — (GREENWICH, CT) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 9 reps). IAPD ↗institutional
50
BREAKOUT FUNDS LLC — (CHICAGO, IL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 3 reps). IAPD ↗institutional
50
ZENITHAL CAPITAL LLC — (BELLEVUE, WA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗institutional
50
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48
IMPERIAL CAPITAL ASSET MANAGEMENT LLC — (PALM BEACH GARDENS, FL) left the SEC roster (was $393.7M RAUM, 6 reps). IAPD ↗fund
48
48
MOUNT KELLETT CAPITAL MANAGEMENT LP — (NEW YORK, NY) left the SEC roster (was $350.7M RAUM, 1 reps). IAPD ↗fund
48
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48
DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP — (SALT LAKE CITY, UT) left the SEC roster (was $447.9M RAUM, 2 reps). IAPD ↗fund
48
LAVIEN ADVISORS, LLC — (JEFFERSONVILLE, NY) left the SEC roster (was $270.8M RAUM, 1 reps). IAPD ↗fund
48
UPPER BAY INFRASTRUCTURE MANAGEMENT, LP — (location n/a) left the SEC roster (was $309.2M RAUM, 3 reps). IAPD ↗fund
48
AKARIS GLOBAL PARTNERS, LP — (NEW YORK, NY) left the SEC roster (was $478.9M RAUM, 4 reps). IAPD ↗fund
48
CAAS CAPITAL MANAGEMENT LP — (NEW YORK, NY) left the SEC roster (was $971.0M RAUM, 8 reps). IAPD ↗fund
48
VETAMER CAPITAL MANAGEMENT, L.P. — (SAN FRANCISCO, CA) left the SEC roster (was $327.5M RAUM, 6 reps). IAPD ↗fund
48
48
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — grew from 22 to 30 advisory reps. IAPD ↗foreign
47
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45
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY I, L.L.C. — (MILWAUKEE, WI) left the SEC roster (was $2.0M RAUM, 3 reps). IAPD ↗fund
45
OMNIQUEST CAPITAL, LLC — (LOS ANGELES, CA) left the SEC roster (was $101.8M RAUM, 1 reps). IAPD ↗fund
45
45
SCOTT'S COVE MANAGEMENT LLC — (NEW YORK, NY) left the SEC roster (was $25.6M RAUM, 2 reps). IAPD ↗fund
45
45
TCW SPECIAL SITUATIONS, LLC — (LOS ANGELES, CA) left the SEC roster (was $21.6M RAUM, 12 reps). IAPD ↗fund
45
ONE THOUSAND & ONE VOICES MANAGEMENT, LLC — (GREENWOOD VILLAGE, CO) left the SEC roster (was $158.3M RAUM, 4 reps). IAPD ↗fund
45
DEEP FIELD ASSET MANAGEMENT, LLC — (BEVERLY HILLS, CA) left the SEC roster (was $154.3M RAUM, 2 reps). IAPD ↗fund
45
GRIFFIN ASSET MANAGEMENT LLC — (location n/a) left the SEC roster (was $105.8M RAUM, 3 reps). IAPD ↗fund
45
45
NAVY CAPITAL GREEN MANAGEMENT, LLC — (location n/a) left the SEC roster (was $153.9M RAUM, 5 reps). IAPD ↗fund
45
HILCO INVESTMENT ADVISORS, LLC — (NORTHBROOK, IL) left the SEC roster (was $143.0M RAUM, 18 reps). IAPD ↗fund
45
NAVIGATOR ASSET MANAGEMENT LLC — (PHILADELPHIA, PA) left the SEC roster (was $13.1M RAUM, 6 reps). IAPD ↗fund
45
45
XTELLUS ADVISORS LLC — (COCONUT GROVE, FL) left the SEC roster (was $43.5M RAUM, 3 reps). IAPD ↗fund
45
MOTIVATE CAPITAL MANAGEMENT, LLC — (CHICAGO, IL) left the SEC roster (was $183.4M RAUM, 4 reps). IAPD ↗fund
45
45
CAMARGO ADVISERS, LLC — (BEVERLY SHORES, IN) left the SEC roster (was $120.0M RAUM, 3 reps). IAPD ↗fund
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45
BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC — shrank from 118 to 98 advisory reps. IAPD ↗institutional
45
45
45
45
45
45
45
45
45
45
45
45
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED — grew from 21 to 26 advisory reps. IAPD ↗foreign
45
45
45
45
45
45
45
45
TIAA-CREF INVESTMENT MANAGEMENT LLC — added office(s): 10 -> 14 additional locations. IAPD ↗institutional
45
45
45
IM GLOBAL PARTNER FUND MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
45
INTERCONTINENTAL REAL ESTATE CORPORATION — added office(s): 8 -> 10 additional locations. IAPD ↗institutional
45
45
45
ADHESION WEALTH ADVISOR SOLUTIONS — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
45
45
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
45
45
45
45
45
45
45
CERITY PARTNERS RETIREMENT PLAN ADVISORS — added office(s): 12 -> 17 additional locations. IAPD ↗institutional
45
BREVAN HOWARD US INVESTMENT MANAGEMENT LP — added office(s): 4 -> 7 additional locations. IAPD ↗institutional
45
45
45
45
45
45
45
BLUE WATER FINANCIAL TECHNOLOGIES LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
45
45
45
45
BROOKFIELD ASSET MANAGEMENT INSURANCE ADVISOR LLC — added office(s): 28 -> 30 additional locations. IAPD ↗institutional
45
45
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗institutional
45
45
KAUFMAN HALL INVESTMENT MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
44
44
44
44
44
44
43
43
43
43
43
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC — shrank from 53 to 7 advisory reps. IAPD ↗institutional
43
43
43
43
43
43
43
43
AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC — shrank from 11 to 7 advisory reps. IAPD ↗institutional
43
43
43
43
43
43
ROOSEVELT MANAGEMENT COMPANY LLC — added office(s): 1 -> 8 additional locations. IAPD ↗institutional
43
43
NEWFRONT RETIREMENT SERVICES, INC. — added office(s): 17 -> 22 additional locations. IAPD ↗institutional
43
43
CONSEQUENT CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
43
43
43
43
43
KENNEDY LEWIS CAPITAL HOLDINGS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
42
42
42
FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED — grew from 9 to 11 advisory reps. IAPD ↗foreign
42
42
42
41
41
40
40
40
40
40
40
ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC — reported RAUM down 47% ($2.58B -> $1.37B). IAPD ↗institutional
40
40
40
WESTCHESTER CAPITAL MANAGEMENT, LLC — reported RAUM down 26% ($5.35B -> $3.97B). IAPD ↗institutional
40
40
40
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40
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40
40
40
MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC — shrank from 220 to 205 advisory reps. IAPD ↗fund
40
40
40
40
40
40
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40
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40
40
40
40
40
40
40
40
40
40
40
40
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. — shrank from 8 to 1 advisory reps. IAPD ↗institutional
40
40
40
40
SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — grew from 7 to 9 advisory reps. IAPD ↗foreign
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
BLACKSTONE ASSET BASED FINANCE ADVISORS LP — added office(s): 2 -> 4 additional locations. IAPD ↗fund
40
40
40
MORGAN STANLEY REAL ESTATE ADVISOR, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗institutional
40
40
40
40
40
40
40
STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. — added office(s): 4 -> 5 additional locations. IAPD ↗fund
40
40
40
40
GABELLI & COMPANY INVESTMENT ADVISERS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. — added office(s): 3 -> 5 additional locations. IAPD ↗fund
40
40
40
40
40
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC — added office(s): 8 -> 12 additional locations. IAPD ↗fund
40
40
40
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP — added office(s): 2 -> 4 additional locations. IAPD ↗fund
40
40
40
40
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. — added office(s): 3 -> 4 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
MADISON INTERNATIONAL REALTY HOLDINGS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
40
40
40
40
40
40
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC — added office(s): 13 -> 16 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
CETERA INVESTMENT MANAGEMENT LLC — added office(s): 2 -> 4 additional locations. IAPD ↗institutional
40
40
40
40
40
40
40
40
40
40
40
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
40
40
FEDERATED INTERNATIONAL SECURITIES CORP. — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
ASPIRE STRATEGIST PORTFOLIOS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗institutional
40
40
40
40
ANTARES CAPITAL CREDIT ADVISERS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
40
38
38
MORTGAGE INDUSTRY ADVISORY COMPANY — reported RAUM down 28% ($1.20B -> $863.6M). IAPD ↗institutional
38
38
38
38
GLACIER PEAK CAPITAL MANAGEMENT, LLC — reported RAUM down 86% ($5.36B -> $774.2M). IAPD ↗institutional
38
38
38
38
38
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38
38
38
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REALIZATION CAPITAL PARTNERS MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
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35
CBIZ RETIREMENT PLAN ADVISORY SERVICES — reported RAUM down 29% ($57.9M -> $41.1M). IAPD ↗institutional
35
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC — reported RAUM down 28% ($12.97B -> $9.32B). IAPD ↗fund
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35
RANGER ALTERNATIVE MANAGEMENT, L.P. — reported RAUM down 32% ($102.3M -> $69.1M). IAPD ↗institutional
35
35
35
FIRSTHAND CAPITAL MANAGEMENT, INC. — reported RAUM down 33% ($127.9M -> $86.1M). IAPD ↗institutional
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35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
WAVELENGTH CAPITAL MANAGEMENT, LLC — reported RAUM down 26% ($111.9M -> $83.1M). IAPD ↗institutional
35
35
35
35
BARDIN HILL ARBITRAGE IC MANAGEMENT LP — reported RAUM down 60% ($131.0M -> $52.4M). IAPD ↗institutional
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35
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35
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35
CHURCHILL INVESTMENT MANAGEMENT, LLC — reported RAUM down 32% ($275.0M -> $187.1M). IAPD ↗institutional
35
35
35
35
35
35
35
POLYMER CAPITAL MANAGEMENT (US), LLC — reported RAUM down 71% ($450.0M -> $130.4M). IAPD ↗institutional
35
35
35
35
35
35
PILLAR CAPITAL MANAGEMENT LIMITED — (HAMILTON, Bermuda) left the SEC roster (was $3.17B RAUM, 9 reps). IAPD ↗foreign
35
VELT PARTNERS INVESTIMENTOS LTDA. — (SAO PAULO, Brazil) left the SEC roster (was $1.17B RAUM, 13 reps). IAPD ↗foreign
35
35
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC — shrank from 3 to 1 advisory reps. IAPD ↗fund
35
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CARTER-HASTON INVESTMENT PARTNERS II GP, LLC — reported RAUM down 40% ($467.5M -> $280.6M). IAPD ↗fund
33
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TOWER HOUSE PARTNERS LLP — (LONDON, United Kingdom) left the SEC roster (was $493.4M RAUM, 7 reps). IAPD ↗foreign
30
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30
30
30
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC — reported RAUM down 53% ($52.7M -> $25.0M). IAPD ↗fund
30
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30
30
30
30
30
30
30
OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC — reported RAUM down 57% ($269.8M -> $116.3M). IAPD ↗fund
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30
GAMMA REAL ESTATE CAPITAL MANAGEMENT, INC. — reported RAUM down 29% ($153.4M -> $108.5M). IAPD ↗fund
30
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30
30
30
30
FINANCE OF AMERICA CAPITAL MANAGEMENT LLC — reported RAUM down 100% ($268.8M -> $500,000). IAPD ↗fund
30
30
ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC — reported RAUM down 29% ($227.7M -> $161.0M). IAPD ↗fund
30
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30
30
QUANTA FINANCE SA — (GENEVA, Switzerland) left the SEC roster (was $19.0M RAUM, 2 reps). IAPD ↗foreign
25
25
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25
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25
MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED — shrank from 30 to 20 advisory reps. IAPD ↗foreign
25
25
25
25
25
25
25
25
25
25
25
25
25
SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY — shrank from 90 to 68 advisory reps. IAPD ↗foreign
25
25
25
25
25
25
25
GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED — shrank from 33 to 24 advisory reps. IAPD ↗foreign
25
25
25
25
25
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
25
25
EVELYN PARTNERS ASSET MANAGEMENT LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
25
25
SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY — added office(s): 0 -> 6 additional locations. IAPD ↗foreign
25
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. — added office(s): 25 -> 29 additional locations. IAPD ↗foreign
25
EATON VANCE ADVISERS INTERNATIONAL LTD. — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
25
KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
23
23
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23
SILVER HEIGHTS CAPITAL MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
23
20
20
20
20
MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY — reported RAUM down 52% ($25.61B -> $12.24B). IAPD ↗foreign
20
20
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20
20
20
20
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20
20
FIRST SENTIER INVESTORS (HONG KONG) LIMITED — reported RAUM down 34% ($37.21B -> $24.45B). IAPD ↗foreign
20
20
20
20
20
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD — reported RAUM down 39% ($36.31B -> $22.26B). IAPD ↗foreign
20
20
20
ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED — reported RAUM down 32% ($22.46B -> $15.23B). IAPD ↗foreign
20
20
20
20
HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED — shrank from 50 to 42 advisory reps. IAPD ↗foreign
20
20
20
20
20
20
20
20
20
20
20
HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED — added office(s): 5 -> 6 additional locations. IAPD ↗foreign
20
20
20
20
18
18
INCOME PARTNERS ASSET MANAGEMENT (HK) LIMITED — reported RAUM down 33% ($547.0M -> $368.3M). IAPD ↗foreign
18
18
18
18
18
18
18
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. — reported RAUM down 90% ($2.78B -> $270.6M). IAPD ↗foreign
18
18
15
15
OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED — reported RAUM down 65% ($656.6M -> $229.5M). IAPD ↗foreign
15
15
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15
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.