Recruiting & transitions — April 2025
Recruiters, transition consultants, and firms hiring advisors.
3746 firms opened this window in the April 2025 SEC roster: 1396 headcount up, 964 new office, 728 headcount down, 479 aum down, 179 deregistered.
85
J.P. MORGAN SECURITIES LLC — grew from 7426 to 8097 advisory reps. IAPD ↗
85
OPPENHEIMER & CO. INC. — grew from 1126 to 1295 advisory reps. IAPD ↗
85
FIFTH THIRD SECURITIES, INC. — grew from 722 to 788 advisory reps. IAPD ↗
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED — grew from 3027 to 3045 advisory reps. IAPD ↗
85
PRINCIPAL SECURITIES, INC. — grew from 1349 to 1436 advisory reps. IAPD ↗
85
WILLIAM BLAIR & COMPANY L.L.C. — grew from 179 to 201 advisory reps. IAPD ↗
85
VOYA FINANCIAL ADVISORS, INC. — grew from 529 to 563 advisory reps. IAPD ↗
85
STATE FARM INVESTMENT MANAGEMENT CORP. — grew from 110 to 150 advisory reps. IAPD ↗
85
AMERIPRISE FINANCIAL SERVICES, LLC — grew from 12518 to 12636 advisory reps. IAPD ↗
85
LPL FINANCIAL LLC — grew from 27045 to 28347 advisory reps. IAPD ↗
85
EQUITABLE ADVISORS, LLC — grew from 3955 to 4272 advisory reps. IAPD ↗
85
INDEPENDENT FINANCIAL GROUP, LLC — grew from 444 to 484 advisory reps. IAPD ↗
85
AUSDAL FINANCIAL PARTNERS, INC. — grew from 110 to 152 advisory reps. IAPD ↗
85
COMMONWEALTH FINANCIAL NETWORK — grew from 3000 to 3150 advisory reps. IAPD ↗
85
ROBERT W. BAIRD & CO. INCORPORATED — grew from 2966 to 3047 advisory reps. IAPD ↗
85
UBS FINANCIAL SERVICES INC. — grew from 9213 to 9944 advisory reps. IAPD ↗
85
LPL ENTERPRISE, LLC — grew from 12 to 3130 advisory reps. IAPD ↗
85
PRIMERICA ADVISORS — grew from 3560 to 3732 advisory reps. IAPD ↗
85
MML INVESTORS SERVICES, LLC — grew from 4764 to 4935 advisory reps. IAPD ↗
85
WELLS FARGO ADVISORS — grew from 1978 to 2274 advisory reps. IAPD ↗
85
MONEY CONCEPTS ADVISORY SERVICE — grew from 407 to 431 advisory reps. IAPD ↗
85
ASHTON THOMAS SECURITIES, LLC — grew from 20 to 48 advisory reps. IAPD ↗
85
THRIVENT INVESTMENT MANAGEMENT INC. — grew from 2509 to 2774 advisory reps. IAPD ↗
85
HSBC SECURITIES (USA) INC. — grew from 340 to 376 advisory reps. IAPD ↗
85
OSAIC WEALTH, INC. — grew from 4397 to 6276 advisory reps. IAPD ↗
85
SUNBELT SECURITIES — grew from 48 to 68 advisory reps. IAPD ↗
85
FIRST CITIZENS INVESTOR SERVICES, INC. — grew from 130 to 148 advisory reps. IAPD ↗
85
HANTZ FINANCIAL SERVICES, INC. — grew from 277 to 293 advisory reps. IAPD ↗
85
PARK AVENUE SECURITIES LLC — grew from 1820 to 1963 advisory reps. IAPD ↗
85
STRATEGIC ADVISERS LLC — grew from 158 to 16178 advisory reps. IAPD ↗
85
JANUS HENDERSON INVESTORS — grew from 106 to 143 advisory reps. IAPD ↗
85
EATON VANCE MANAGEMENT — grew from 160 to 189 advisory reps. IAPD ↗
85
CETERA INVESTMENT ADVISERS LLC — grew from 5928 to 6825 advisory reps. IAPD ↗
85
PGIM, INC. — grew from 1420 to 1440 advisory reps. IAPD ↗
85
MANNING & NAPIER ADVISORS, LLC — grew from 145 to 184 advisory reps. IAPD ↗
85
BARINGS LLC — grew from 392 to 419 advisory reps. IAPD ↗
85
POLEN CAPITAL MANAGEMENT, LLC — grew from 27 to 43 advisory reps. IAPD ↗
85
WEALTHSPIRE ADVISORS — grew from 160 to 185 advisory reps. IAPD ↗
85
VOYA INVESTMENT MANAGEMENT CO. LLC — grew from 306 to 326 advisory reps. IAPD ↗
85
GOLDMAN SACHS WEALTH SERVICES, L.P. — grew from 997 to 1055 advisory reps. IAPD ↗
85
CITIZENS PRIVATE WEALTH — grew from 160 to 200 advisory reps. IAPD ↗
85
WILMINGTON TRUST INVESTMENT ADVISORS, INC. — grew from 95 to 126 advisory reps. IAPD ↗
85
FIRST TRUST ADVISORS LP — grew from 95 to 125 advisory reps. IAPD ↗
85
J.P. MORGAN INVESTMENT MANAGEMENT INC. — grew from 2112 to 2143 advisory reps. IAPD ↗
85
GOLDMAN SACHS ASSET MANAGEMENT, L.P. — grew from 801 to 907 advisory reps. IAPD ↗
85
MORNINGSTAR INVESTMENT MANAGEMENT LLC — grew from 83 to 113 advisory reps. IAPD ↗
85
VALMARK ADVISERS, INC. — grew from 260 to 275 advisory reps. IAPD ↗
85
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — grew from 689 to 727 advisory reps. IAPD ↗
85
ALLIANCEBERNSTEIN L.P. — grew from 829 to 871 advisory reps. IAPD ↗
85
BRIGHTON JONES LLC — grew from 149 to 171 advisory reps. IAPD ↗
85
VOYA INVESTMENT MANAGEMENT LLC — grew from 306 to 326 advisory reps. IAPD ↗
85
T. ROWE PRICE ADVISORY SERVICES, INC. — grew from 42 to 61 advisory reps. IAPD ↗
85
MAI CAPITAL MANAGEMENT, LLC — grew from 137 to 204 advisory reps. IAPD ↗
85
MORGAN STANLEY INVESTMENT MANAGEMENT INC. — grew from 227 to 263 advisory reps. IAPD ↗
85
NWF ADVISORY SERVICES INC — grew from 2 to 71 advisory reps. IAPD ↗
85
EAGLE STRATEGIES LLC — grew from 1982 to 2093 advisory reps. IAPD ↗
85
EP WEALTH ADVISORS — grew from 195 to 214 advisory reps. IAPD ↗
85
APERIO GROUP, LLC — grew from 73 to 90 advisory reps. IAPD ↗
85
U.S. BANCORP ASSET MANAGEMENT, INC. — grew from 17 to 63 advisory reps. IAPD ↗
85
MARINER INSTITUTIONAL, LLC — grew from 89 to 113 advisory reps. IAPD ↗
85
EMPOWER ADVISORY GROUP, LLC — grew from 731 to 802 advisory reps. IAPD ↗
85
MISSION WEALTH MANAGEMENT, LP — grew from 72 to 97 advisory reps. IAPD ↗
85
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — grew from 615 to 730 advisory reps. IAPD ↗
85
SILVERCREST ASSET MANAGEMENT GROUP LLC — grew from 58 to 83 advisory reps. IAPD ↗
85
BEACON POINTE ADVISORS, LLC — grew from 296 to 355 advisory reps. IAPD ↗
85
NFP RETIREMENT INC. — grew from 131 to 149 advisory reps. IAPD ↗
85
SCS CAPITAL MANAGEMENT LLC — grew from 78 to 98 advisory reps. IAPD ↗
85
GREAT VALLEY ADVISOR GROUP, INC. — grew from 154 to 191 advisory reps. IAPD ↗
85
INDEPENDENT FINANCIAL PARTNERS — grew from 244 to 261 advisory reps. IAPD ↗
85
PNC INVESTMENTS — grew from 778 to 818 advisory reps. IAPD ↗
85
CLIFFWATER LLC — grew from 76 to 102 advisory reps. IAPD ↗
85
SIMON QUICK ADVISORS, LLC — grew from 31 to 55 advisory reps. IAPD ↗
85
MERCER INVESTMENTS LLC — grew from 611 to 710 advisory reps. IAPD ↗
85
GENERAL ATLANTIC SERVICE COMPANY, L.P. — grew from 209 to 406 advisory reps. IAPD ↗
85
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — grew from 3274 to 3327 advisory reps. IAPD ↗
85
MARINER WEALTH — grew from 709 to 803 advisory reps. IAPD ↗
85
SCHRODERS CAPITAL MANAGEMENT (US) INC. — grew from 67 to 90 advisory reps. IAPD ↗
85
HIGHTOWER ADVISORS, LLC — grew from 792 to 889 advisory reps. IAPD ↗
85
ALTERNA WEALTH MANAGEMENT, INC. — grew from 14 to 40 advisory reps. IAPD ↗
85
MERIDIAN WEALTH MANAGEMENT, LLC — grew from 29 to 53 advisory reps. IAPD ↗
85
CERITY PARTNERS LLC — grew from 704 to 862 advisory reps. IAPD ↗
85
BTG PACTUAL ASSET MANAGEMENT US , LLC — grew from 68 to 94 advisory reps. IAPD ↗
85
KESTRA PRIVATE WEALTH SERVICES, LLC — grew from 158 to 198 advisory reps. IAPD ↗
85
ALPHASTAR CAPITAL MANAGEMENT — grew from 94 to 109 advisory reps. IAPD ↗
85
RFG ADVISORY, LLC — grew from 102 to 135 advisory reps. IAPD ↗
85
EFG ASSET MANAGEMENT (AMERICAS) CORP. — grew from 4 to 21 advisory reps. IAPD ↗
85
FOCUS PARTNERS WEALTH, LLC — grew from 765 to 945 advisory reps. IAPD ↗
85
CAPITAL ANALYSTS — grew from 704 to 725 advisory reps. IAPD ↗
85
BRAMSHILL INVESTMENTS, LLC — grew from 15 to 31 advisory reps. IAPD ↗
85
OSAIC ADVISORY SERVICES, LLC — grew from 141 to 389 advisory reps. IAPD ↗
85
NEWEDGE ADVISORS — grew from 396 to 465 advisory reps. IAPD ↗
85
COMPOUND PLANNING, INC. — grew from 13 to 48 advisory reps. IAPD ↗
85
SPIDERROCK ADVISORS, LLC — grew from 10 to 36 advisory reps. IAPD ↗
85
FIDUCIARY FINANCIAL ADVISORS — grew from 22 to 38 advisory reps. IAPD ↗
85
FOUNDATIONS INVESTMENT ADVISORS LLC — grew from 187 to 229 advisory reps. IAPD ↗
85
INSIGNEO ADVISORY SERVICES, LLC — grew from 168 to 188 advisory reps. IAPD ↗
85
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — grew from 327 to 397 advisory reps. IAPD ↗
85
KESTRA ADVISORY SERVICES, LLC — grew from 1266 to 1299 advisory reps. IAPD ↗
85
TRUIST ADVISORY SERVICES, INC. — grew from 2105 to 2455 advisory reps. IAPD ↗
85
EQUITY INVESTMENT CORP — grew from 6 to 26 advisory reps. IAPD ↗
85
ONEASCENT FINANCIAL SERVICES LLC — grew from 39 to 57 advisory reps. IAPD ↗
85
INTEGRATED WEALTH CONCEPTS LLC — grew from 423 to 452 advisory reps. IAPD ↗
85
CALVERT RESEARCH AND MANAGEMENT — grew from 204 to 229 advisory reps. IAPD ↗
85
CRESSET ASSET MANAGEMENT, LLC — grew from 133 to 191 advisory reps. IAPD ↗
85
PRIME CAPITAL FINANCIAL — grew from 198 to 240 advisory reps. IAPD ↗
85
ROOT FINANCIAL PARTNERS — grew from 9 to 35 advisory reps. IAPD ↗
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 573 to 748 advisory reps. IAPD ↗
85
APOLLON WEALTH MANAGEMENT, LLC — grew from 93 to 115 advisory reps. IAPD ↗
85
SUMMIT FINANCIAL, LLC — grew from 119 to 139 advisory reps. IAPD ↗
85
SIMPLICITY WEALTH — grew from 159 to 242 advisory reps. IAPD ↗
85
IEQ CAPITAL, LLC — grew from 100 to 140 advisory reps. IAPD ↗
85
MARINER INDEPENDENT — grew from 83 to 99 advisory reps. IAPD ↗
85
THE AMERIFLEX GROUP — grew from 149 to 166 advisory reps. IAPD ↗
85
HUB INVESTMENT PARTNERS, LLC — grew from 50 to 80 advisory reps. IAPD ↗
85
APOGEM CAPITAL LLC — grew from 116 to 137 advisory reps. IAPD ↗
85
ASSUREDPARTNERS INVESTMENT ADVISORS — grew from 16 to 46 advisory reps. IAPD ↗
85
FORTIS CAPITAL ADVISORS, LLC — grew from 37 to 54 advisory reps. IAPD ↗
85
CW ADVISORS, LLC — grew from 38 to 62 advisory reps. IAPD ↗
85
FIFTH THIRD WEALTH ADVISORS LLC — grew from 37 to 52 advisory reps. IAPD ↗
85
IMPACT PARTNERSHIP WEALTH, LLC — grew from 50 to 72 advisory reps. IAPD ↗
85
GATEWAY WEALTH PARTNERS, LLC — grew from 51 to 66 advisory reps. IAPD ↗
85
UNITED ADVISOR GROUP — grew from 28 to 43 advisory reps. IAPD ↗
85
MODERN WEALTH MANAGEMENT, LLC — grew from 36 to 54 advisory reps. IAPD ↗
85
DIVERSIFY WEALTH MANAGEMENT, LLC — grew from 24 to 48 advisory reps. IAPD ↗
84
GW&K INVESTMENT MANAGEMENT, LLC — grew from 54 to 68 advisory reps. IAPD ↗
84
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — grew from 422 to 436 advisory reps. IAPD ↗
84
MERCER GLOBAL ADVISORS INC. — grew from 727 to 741 advisory reps. IAPD ↗
84
STRATEGIC WEALTH INVESTMENT GROUP, LLC — grew from 27 to 41 advisory reps. IAPD ↗
84
BRYN MAWR CAPITAL MANAGEMENT, LLC — grew from 32 to 46 advisory reps. IAPD ↗
84
ARKADIOS WEALTH ADVISORS — grew from 137 to 151 advisory reps. IAPD ↗
84
TITLEIST ASSET MANAGEMENT, LLC — grew from 18 to 32 advisory reps. IAPD ↗
83
PACKERLAND BROKERAGE SERVICES, INC. — grew from 144 to 161 advisory reps. IAPD ↗
83
F L PUTNAM INVESTMENT MANAGEMENT CO. — grew from 60 to 73 advisory reps. IAPD ↗
83
PATHWAY CAPITAL MANAGEMENT, LP — grew from 70 to 83 advisory reps. IAPD ↗
83
MWA FINANCIAL SERVICES, INC. — grew from 115 to 134 advisory reps. IAPD ↗
83
CHICAGO PARTNERS INVESTMENT GROUP LLC — grew from 33 to 46 advisory reps. IAPD ↗
83
NB ALTERNATIVES ADVISERS LLC — grew from 187 to 200 advisory reps. IAPD ↗
83
COASTAL BRIDGE ADVISORS — grew from 9 to 22 advisory reps. IAPD ↗
83
MODERA WEALTH MANAGEMENT, LLC — grew from 100 to 113 advisory reps. IAPD ↗
83
LEGACY WEALTH MANAGEMENT, LLC — grew from 16 to 35 advisory reps. IAPD ↗
83
GIBBS WEALTH MANAGEMENT, LLC — grew from 10 to 49 advisory reps. IAPD ↗
83
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — grew from 10 to 33 advisory reps. IAPD ↗
83
FLORIDA FINANCIAL ADVISORS, LLC — grew from 294 to 457 advisory reps. IAPD ↗
83
INTEGRITY ADVISORY SOLUTIONS — grew from 39 to 90 advisory reps. IAPD ↗
83
PRINCIPAL ADVISED SERVICES — grew from 58 to 215 advisory reps. IAPD ↗
83
ACCURATE WEALTH MANAGEMENT, LLC — grew from 28 to 41 advisory reps. IAPD ↗
83
IP FINANCIAL ADVISORY SERVICES LLC — grew from 92 to 112 advisory reps. IAPD ↗
83
49 FINANCIAL — grew from 74 to 128 advisory reps. IAPD ↗
83
ENCOMPASS MORE ASSET MANAGEMENT LLC — grew from 43 to 76 advisory reps. IAPD ↗
83
FOGUTH WEALTH MANAGEMENT, LLC. — grew from 10 to 29 advisory reps. IAPD ↗
82
PLANTE MORAN FINANCIAL ADVISORS — grew from 132 to 144 advisory reps. IAPD ↗
82
CARLSON CAPITAL MANAGEMENT, LLC — grew from 21 to 33 advisory reps. IAPD ↗
82
ROBERTSON STEPHENS — grew from 51 to 63 advisory reps. IAPD ↗
82
ALDEN INVESTMENT GROUP — grew from 26 to 40 advisory reps. IAPD ↗
81
LINCOLN INVESTMENT — grew from 883 to 894 advisory reps. IAPD ↗
81
WAVERLY ADVISORS, LLC — grew from 141 to 152 advisory reps. IAPD ↗
81
SOUTHERNSUN ASSET MANAGEMENT LLC — grew from 4 to 17 advisory reps. IAPD ↗
81
HUDSON ADVISORS — grew from 116 to 127 advisory reps. IAPD ↗
81
DRIVE WEALTH ADVISERS — grew from 15 to 26 advisory reps. IAPD ↗
81
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — grew from 14 to 25 advisory reps. IAPD ↗
81
TACTIVE ADVISORS, LLC — grew from 0 to 13 advisory reps. IAPD ↗
80
ESI FINANCIAL ADVISORS — grew from 420 to 430 advisory reps. IAPD ↗
80
DAVENPORT & COMPANY LLC — grew from 206 to 216 advisory reps. IAPD ↗
80
CHARLES SCHWAB & CO., INC. — grew from 3564 to 3692 advisory reps. IAPD ↗
80
INTELLICENTS INVESTMENT SOLUTIONS INC — grew from 36 to 46 advisory reps. IAPD ↗
80
TLG ADVISORS, INC. — grew from 137 to 147 advisory reps. IAPD ↗
80
GRADIENT ADVISORS, LLC — grew from 152 to 169 advisory reps. IAPD ↗
80
IPG INVESTMENT ADVISORS, LLC — grew from 29 to 39 advisory reps. IAPD ↗
80
STRATOS WEALTH PARTNERS, LTD — grew from 315 to 325 advisory reps. IAPD ↗
80
SCHWAB WEALTH ADVISORY, INC. — grew from 898 to 987 advisory reps. IAPD ↗
80
FROST INVESTMENT SERVICES — grew from 94 to 104 advisory reps. IAPD ↗
80
PERENNIAL FINANCIAL SERVICES — grew from 32 to 42 advisory reps. IAPD ↗
80
TRANSCEND CAPITAL ADVISORS, LLC — grew from 21 to 31 advisory reps. IAPD ↗
80
PARK AVENUE INVESTMENT ADVISORY, LLC — grew from 70 to 87 advisory reps. IAPD ↗
80
THEPARTNERS WEALTH MANAGEMENT — grew from 7 to 19 advisory reps. IAPD ↗
80
MDRN CAPITAL — grew from 7 to 23 advisory reps. IAPD ↗
80
SOVRAN ADVISORS, LLC — grew from 43 to 53 advisory reps. IAPD ↗
79
METROPOLITAN WEST ASSET MANAGEMENT LLC — grew from 68 to 77 advisory reps. IAPD ↗
79
FCI ADVISORS — grew from 32 to 41 advisory reps. IAPD ↗
79
VANGUARD ADVISERS, INC. — grew from 1558 to 1567 advisory reps. IAPD ↗
79
AQR CAPITAL MANAGEMENT, LLC — grew from 229 to 238 advisory reps. IAPD ↗
79
CAUSEWAY CAPITAL MANAGEMENT LLC — grew from 30 to 39 advisory reps. IAPD ↗
79
THE RETIREMENT PLANNING GROUP, LLC — grew from 19 to 28 advisory reps. IAPD ↗
79
KEY INVESTMENT SERVICES LLC — grew from 350 to 359 advisory reps. IAPD ↗
79
BREVET CAPITAL MANAGEMENT, LLC — grew from 15 to 24 advisory reps. IAPD ↗
79
WEALTHCARE ADVISORY PARTNERS LLC — grew from 145 to 154 advisory reps. IAPD ↗
79
ELEVATED CAPITAL ADVISORS, LLC — grew from 9 to 20 advisory reps. IAPD ↗
79
CREATIVEONE WEALTH, LLC — grew from 188 to 197 advisory reps. IAPD ↗
79
STRATOS WEALTH ADVISORS LLC — grew from 67 to 76 advisory reps. IAPD ↗
79
CRESTWOOD ADVISORS — grew from 46 to 55 advisory reps. IAPD ↗
79
AWM CAPITAL, LLC — grew from 15 to 24 advisory reps. IAPD ↗
79
TRIVIUM POINT ADVISORY, LLC — grew from 14 to 23 advisory reps. IAPD ↗
79
EASTERLY INVESTMENT PARTNERS LLC — grew from 14 to 23 advisory reps. IAPD ↗
79
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — grew from 84 to 93 advisory reps. IAPD ↗
79
GUARDIAN WEALTH ADVISORS, LLC — grew from 23 to 32 advisory reps. IAPD ↗
79
TRANSCE3ND LLC — grew from 28 to 39 advisory reps. IAPD ↗
78
TCW ASSET MANAGEMENT COMPANY LLC — grew from 145 to 153 advisory reps. IAPD ↗
78
MELLON INVESTMENTS CORPORATION — grew from 59 to 67 advisory reps. IAPD ↗
78
NISA INVESTMENT ADVISORS, LLC — grew from 194 to 202 advisory reps. IAPD ↗
78
WESTWOOD MANAGEMENT CORP — grew from 68 to 76 advisory reps. IAPD ↗
78
CAIN, WATTERS & ASSOCIATES, LLC — grew from 63 to 71 advisory reps. IAPD ↗
78
WATERLOO CAPITAL — grew from 29 to 37 advisory reps. IAPD ↗
78
PARALLEL ADVISORS, LLC — grew from 56 to 64 advisory reps. IAPD ↗
78
NEPSIS, INC. — grew from 15 to 25 advisory reps. IAPD ↗
78
PURE FINANCIAL ADVISORS, LLC — grew from 56 to 64 advisory reps. IAPD ↗
78
CREATIVEONE SECURITIES, LLC — grew from 123 to 131 advisory reps. IAPD ↗
78
VIVALDI CAPITAL MANAGEMENT LP — grew from 22 to 30 advisory reps. IAPD ↗
78
AXXCESS WEALTH MANAGEMENT, LLC — grew from 44 to 52 advisory reps. IAPD ↗
78
KEENAN FINANCIAL — grew from 11 to 24 advisory reps. IAPD ↗
78
XYPN INVEST — grew from 15 to 25 advisory reps. IAPD ↗
78
NEW EDGE WEALTH — grew from 62 to 70 advisory reps. IAPD ↗
78
ADVISOR SHARE WEALTH MANAGEMENT, LLC — grew from 22 to 35 advisory reps. IAPD ↗
78
JOURNEY STRATEGIC WEALTH LLC — grew from 12 to 20 advisory reps. IAPD ↗
78
ALTITUDE CAPITAL MANAGEMENT LLC — grew from 3 to 16 advisory reps. IAPD ↗
77
LOOMIS, SAYLES & COMPANY, L.P. — grew from 722 to 729 advisory reps. IAPD ↗
77
OPPENHEIMER ASSET MANAGEMENT — grew from 127 to 134 advisory reps. IAPD ↗
77
RUSSELL INVESTMENTS — grew from 115 to 122 advisory reps. IAPD ↗
77
NEW ENGLAND ASSET MANAGEMENT, INC. — grew from 49 to 56 advisory reps. IAPD ↗
77
PAYDEN & RYGEL — grew from 109 to 116 advisory reps. IAPD ↗
77
PARAMETRIC PORTFOLIO ASSOCIATES — grew from 191 to 198 advisory reps. IAPD ↗
77
TRUE NORTH ADVISORS, LLC — grew from 21 to 28 advisory reps. IAPD ↗
77
MORGAN STANLEY AIP GP LP — grew from 150 to 157 advisory reps. IAPD ↗
77
SEVEN SPRINGS WEALTH GROUP — grew from 8 to 15 advisory reps. IAPD ↗
77
CARY STREET PARTNERS — grew from 71 to 78 advisory reps. IAPD ↗
77
IC ADVISORY SERVICES, INC. — grew from 191 to 198 advisory reps. IAPD ↗
77
JAFFE TILCHIN INVESTMENT PARTNERS, LLC — grew from 27 to 34 advisory reps. IAPD ↗
77
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC — grew from 16 to 23 advisory reps. IAPD ↗
77
WEALTHSPIRE ADVISORS — grew from 14 to 21 advisory reps. IAPD ↗
77
AVIOR WEALTH MANAGEMENT, LLC — grew from 113 to 120 advisory reps. IAPD ↗
77
DRAKE & ASSOCIATES, LLC — grew from 6 to 15 advisory reps. IAPD ↗
77
MONTIS FINANCIAL, LLC — grew from 10 to 17 advisory reps. IAPD ↗
77
TIDAL INVESTMENTS LLC — grew from 12 to 19 advisory reps. IAPD ↗
77
RITHOLTZ WEALTH MANAGEMENT — grew from 38 to 45 advisory reps. IAPD ↗
77
PRIVATE ADVISORY — grew from 6 to 13 advisory reps. IAPD ↗
77
IHT WEALTH MANAGEMENT LLC — grew from 146 to 153 advisory reps. IAPD ↗
77
STANSBERRY ASSET MANAGEMENT, LLC — grew from 6 to 13 advisory reps. IAPD ↗
77
PENNINGTON PARTNERS & CO., LLC — grew from 8 to 15 advisory reps. IAPD ↗
77
CW INVESTMENT ADVISERS, LLC — grew from 16 to 25 advisory reps. IAPD ↗
77
HOXTON WEALTH USA LLC — grew from 28 to 37 advisory reps. IAPD ↗
77
BROOKWOOD INVESTMENT GROUP — grew from 17 to 24 advisory reps. IAPD ↗
77
ETHOS FINANCIAL GROUP, LLC — grew from 20 to 27 advisory reps. IAPD ↗
77
DIVERSIFY ADVISORY SERVICES, LLC — grew from 87 to 94 advisory reps. IAPD ↗
76
HARBOUR INVESTMENTS, INC. — grew from 206 to 212 advisory reps. IAPD ↗
76
WCM INVESTMENT MANAGEMENT — grew from 43 to 49 advisory reps. IAPD ↗
76
MONETA GROUP INVESTMENT ADVISORS, LLC — grew from 214 to 220 advisory reps. IAPD ↗
76
AVANTAX PLANNING PARTNERS, INC. — grew from 248 to 254 advisory reps. IAPD ↗
76
MANULIFE INVESTMENT MANAGEMENT (US) LLC — grew from 138 to 144 advisory reps. IAPD ↗
76
ORION PORTFOLIO SOLUTIONS, LLC — grew from 67 to 73 advisory reps. IAPD ↗
76
CIBC PRIVATE WEALTH ADVISORS, INC. — grew from 204 to 210 advisory reps. IAPD ↗
76
WESTMINSTER FINANCIAL ADVISORY CORP — grew from 40 to 46 advisory reps. IAPD ↗
76
ANNEX WEALTH MANAGEMENT, LLC — grew from 60 to 66 advisory reps. IAPD ↗
76
STRATEGIC FINANCIAL CONCEPTS, LLC — grew from 35 to 41 advisory reps. IAPD ↗
76
SMEAD CAPITAL MANAGEMENT, INC. — grew from 10 to 16 advisory reps. IAPD ↗
76
ARETE WEALTH ADVISORS, LLC — grew from 124 to 130 advisory reps. IAPD ↗
76
CAPWEALTH ADVISORS, LLC — grew from 5 to 11 advisory reps. IAPD ↗
76
SOLTIS INVESTMENT ADVISORS, LLC — grew from 45 to 51 advisory reps. IAPD ↗
76
ICONIQ CAPITAL, LLC — grew from 130 to 136 advisory reps. IAPD ↗
76
FOURSTAR WEALTH ADVISORS, LLC — grew from 39 to 45 advisory reps. IAPD ↗
76
REEDMARK ADVISORS, LLC — grew from 1 to 9 advisory reps. IAPD ↗
76
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC — grew from 146 to 152 advisory reps. IAPD ↗
76
ALPHACORE CAPITAL LLC — grew from 23 to 29 advisory reps. IAPD ↗
76
SUMMIT TRAIL ADVISORS, LLC — grew from 28 to 34 advisory reps. IAPD ↗
76
VESTWELL ADVISORS LLC — grew from 15 to 23 advisory reps. IAPD ↗
76
JORDAN PARK GROUP LLC — grew from 86 to 92 advisory reps. IAPD ↗
76
INTEGRA GLOBAL ADVISORS LLC — grew from 4 to 12 advisory reps. IAPD ↗
76
ALDEN CAPITAL — grew from 14 to 20 advisory reps. IAPD ↗
76
WEALTHPLAN INVESTMENT MANAGEMENT LLC — grew from 8 to 14 advisory reps. IAPD ↗
76
HIGHPOINT PLANNING PARTNERS — grew from 94 to 100 advisory reps. IAPD ↗
76
TFB ADVISORS, LLC — grew from 23 to 31 advisory reps. IAPD ↗
76
STRIVE ASSET MANAGEMENT — grew from 4 to 10 advisory reps. IAPD ↗
76
TRIAD WEALTH PARTNERS, LLC — grew from 5 to 13 advisory reps. IAPD ↗
75
ONEAMERICA SECURITIES, INC. — grew from 282 to 289 advisory reps. IAPD ↗
75
PLANMEMBER SECURITIES CORPORATION — grew from 427 to 432 advisory reps. IAPD ↗
75
MARQUETTE ASSOCIATES, INC. — grew from 52 to 57 advisory reps. IAPD ↗
75
LANDAAS & COMPANY — grew from 16 to 21 advisory reps. IAPD ↗
75
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS — grew from 80 to 85 advisory reps. IAPD ↗
75
HEITMAN REAL ESTATE SECURITIES LLC — grew from 42 to 47 advisory reps. IAPD ↗
75
UNITED ASSET STRATEGIES INC. — grew from 16 to 21 advisory reps. IAPD ↗
75
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. — grew from 4 to 9 advisory reps. IAPD ↗
75
MASLOW WEALTH ADVISORS — grew from 10 to 15 advisory reps. IAPD ↗
75
GCM GROSVENOR L.P. — grew from 159 to 164 advisory reps. IAPD ↗
75
CENTER FOR FINANCIAL PLANNING INC — grew from 13 to 18 advisory reps. IAPD ↗
75
STRATEGIC FINANCIAL SERVICES — grew from 20 to 25 advisory reps. IAPD ↗
75
MAIN STREET RESEARCH LLC — grew from 11 to 16 advisory reps. IAPD ↗
75
ONE CAPITAL MANAGEMENT, LLC — grew from 41 to 46 advisory reps. IAPD ↗
75
VAN HULZEN FINANCIAL ADVISORS — grew from 10 to 15 advisory reps. IAPD ↗
75
TRADITION WEALTH MANAGEMENT LLC — grew from 23 to 28 advisory reps. IAPD ↗
75
ZEVENBERGEN CAPITAL INVESTMENTS LLC — grew from 5 to 10 advisory reps. IAPD ↗
75
PERIGON WEALTH MANAGEMENT, LLC — grew from 77 to 82 advisory reps. IAPD ↗
75
KOVACK ADVISORS, INC. — grew from 300 to 305 advisory reps. IAPD ↗
75
TPG FINANCIAL ADVISORS, LLC — grew from 8 to 13 advisory reps. IAPD ↗
75
COMPOSITION WEALTH, LLC — grew from 41 to 46 advisory reps. IAPD ↗
75
CAPITAL INVESTMENT ADVISORY SERVICES, LLC — grew from 71 to 76 advisory reps. IAPD ↗
75
CAHABA WEALTH MANAGEMENT, INC. — grew from 12 to 17 advisory reps. IAPD ↗
75
CLEAR HARBOR ASSET MANAGEMENT, LLC — grew from 14 to 19 advisory reps. IAPD ↗
75
CONNECTICUT WEALTH MANAGEMENT, LLC — grew from 35 to 40 advisory reps. IAPD ↗
75
LIBREMAX CAPITAL, LLC — grew from 38 to 43 advisory reps. IAPD ↗
75
PALMER SQUARE CAPITAL MANAGEMENT LLC — grew from 28 to 33 advisory reps. IAPD ↗
75
THE MATHER GROUP, LLC — grew from 81 to 86 advisory reps. IAPD ↗
75
FOUNTAINHEAD ADVISORS — grew from 13 to 18 advisory reps. IAPD ↗
75
COMPASS FINANCIAL MANAGEMENT LLC — grew from 20 to 27 advisory reps. IAPD ↗
75
CANAL CAPITAL MANAGEMENT, LLC — grew from 5 to 10 advisory reps. IAPD ↗
75
IFG ADVISORY, LLC — grew from 75 to 80 advisory reps. IAPD ↗
75
VISIONARY WEALTH ADVISORS, LLC — grew from 39 to 44 advisory reps. IAPD ↗
75
KEEN WEALTH ADVISORS — grew from 24 to 29 advisory reps. IAPD ↗
75
PFG ADVISORS — grew from 99 to 104 advisory reps. IAPD ↗
75
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — grew from 19 to 26 advisory reps. IAPD ↗
75
ADDICUS ADVISORY, LLC — grew from 5 to 12 advisory reps. IAPD ↗
75
GPS WEALTH STRATEGIES GROUP, LLC — grew from 21 to 26 advisory reps. IAPD ↗
75
VANTAGE POINT FINANCIAL, LLC — grew from 9 to 16 advisory reps. IAPD ↗
75
FERMATA ADVISORS — grew from 12 to 17 advisory reps. IAPD ↗
75
LXG WEALTH ADVISORY LLC — grew from 7 to 12 advisory reps. IAPD ↗
75
PARNASSUS INVESTMENTS, LLC — grew from 23 to 28 advisory reps. IAPD ↗
75
CASSADAY & COMPANY, INC. — grew from 27 to 32 advisory reps. IAPD ↗
75
SECOND LINE CAPITAL, LLC — grew from 14 to 21 advisory reps. IAPD ↗
75
QUOTIENT WEALTH PARTNERS, LLC — grew from 21 to 26 advisory reps. IAPD ↗
75
WELLTH ADVISORY SERVICES, LLC — grew from 67 to 72 advisory reps. IAPD ↗
75
CALIBER WEALTH MANAGEMENT, LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
CASTLE ROCK ADVISORS LLC — grew from 22 to 27 advisory reps. IAPD ↗
74
MEEDER ASSET MANAGEMENT, INC. — grew from 15 to 19 advisory reps. IAPD ↗
74
TRAPHAGEN FINANCIAL GROUP — grew from 10 to 14 advisory reps. IAPD ↗
74
COMMUNITY CAPITAL MANAGEMENT, LLC — grew from 13 to 17 advisory reps. IAPD ↗
74
ADVICEONE ADVISORY SERVICES, LLC — grew from 13 to 17 advisory reps. IAPD ↗
74
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC — grew from 4 to 8 advisory reps. IAPD ↗
74
SHEAFF BROCK INVESTMENT ADVISORS, LLC — grew from 14 to 18 advisory reps. IAPD ↗
74
MAIN MANAGEMENT, LLC — grew from 16 to 20 advisory reps. IAPD ↗
74
BUSEY CAPITAL MANAGEMENT, INC. — grew from 14 to 20 advisory reps. IAPD ↗
74
BAKER STREET ADVISORS, LLC — grew from 12 to 16 advisory reps. IAPD ↗
74
HECK CAPITAL ADVISORS, LLC — grew from 16 to 20 advisory reps. IAPD ↗
74
SENDERO WEALTH MANAGEMENT, LLC — grew from 14 to 18 advisory reps. IAPD ↗
74
MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC — grew from 10 to 14 advisory reps. IAPD ↗
74
GUIDESTONE ADVISORS — grew from 17 to 21 advisory reps. IAPD ↗
74
LEGACY FINANCIAL ADVISORS, INC. — grew from 8 to 12 advisory reps. IAPD ↗
74
CV ADVISORS LLC — grew from 15 to 19 advisory reps. IAPD ↗
74
SYMPHONY FINANCIAL, LTD. CO. — grew from 19 to 23 advisory reps. IAPD ↗
74
OREI ADVISORS LP — grew from 17 to 21 advisory reps. IAPD ↗
74
PGIM CUSTOM HARVEST LLC — grew from 6 to 10 advisory reps. IAPD ↗
74
CAPITA FINANCIAL NETWORK, LLC — grew from 18 to 22 advisory reps. IAPD ↗
74
FBL WEALTH MANAGEMENT, LLC — grew from 129 to 138 advisory reps. IAPD ↗
74
DECISIONPOINT FINANCIAL, LLC — grew from 6 to 12 advisory reps. IAPD ↗
74
SIGNAL ADVISORS WEALTH, LLC — grew from 5 to 9 advisory reps. IAPD ↗
74
TSCHETTER GROUP — grew from 11 to 15 advisory reps. IAPD ↗
74
VISE AI ADVISORS — grew from 17 to 21 advisory reps. IAPD ↗
74
QUILITY FINANCIAL ADVISORS — grew from 6 to 15 advisory reps. IAPD ↗
74
CYNDEO WEALTH PARTNERS — grew from 11 to 15 advisory reps. IAPD ↗
74
NEW REPUBLIC PARTNERS — grew from 17 to 21 advisory reps. IAPD ↗
74
GDS WEALTH MANAGEMENT — grew from 11 to 15 advisory reps. IAPD ↗
74
APOLLON FINANCIAL, LLC — grew from 7 to 13 advisory reps. IAPD ↗
74
MARIDEA WEALTH MANAGEMENT — grew from 9 to 15 advisory reps. IAPD ↗
73
MACK INVESTMENT SECURITIES, INC. — grew from 3 to 8 advisory reps. IAPD ↗
73
NORTHLAND ASSET MANAGEMENT — grew from 19 to 24 advisory reps. IAPD ↗
73
TSA MANAGEMENT INC — grew from 2 to 5 advisory reps. IAPD ↗
73
CORRIGAN FINANCIAL INC — grew from 9 to 12 advisory reps. IAPD ↗
73
PENN DAVIS MCFARLAND INC — grew from 4 to 7 advisory reps. IAPD ↗
73
FINANCIAL COUNCIL, LLC — grew from 7 to 10 advisory reps. IAPD ↗
73
PETERSEN HASTINGS WEALTH ADVISORS, INC. — grew from 15 to 18 advisory reps. IAPD ↗
73
INTEGRIS WEALTH MANAGEMENT, LLC — grew from 7 to 12 advisory reps. IAPD ↗
73
OAKMONT CORPORATION — grew from 4 to 7 advisory reps. IAPD ↗
73
SYNERGY ASSET MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
WINDSOR ADVISORY GROUP, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
MCMILL CPA AND ADVISORS — grew from 17 to 22 advisory reps. IAPD ↗
73
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC — grew from 27 to 32 advisory reps. IAPD ↗
73
GREENWICH WEALTH MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
EVERMAY WEALTH MANAGEMENT, LLC — grew from 12 to 15 advisory reps. IAPD ↗
73
MCNALLY ADVISORS, LLC — grew from 14 to 19 advisory reps. IAPD ↗
73
ROTHSCHILD WEALTH LLC — grew from 9 to 14 advisory reps. IAPD ↗
73
SCARBOROUGH CAPITAL MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
73
OLD ORCHARD CAPITAL MANAGEMENT LP — grew from 9 to 12 advisory reps. IAPD ↗
73
TWELVE POINTS WEALTH MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
73
FITZROY INVESTMENT ADVISORS LLC — grew from 5 to 8 advisory reps. IAPD ↗
73
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
EQUITA FINANCIAL NETWORK, INC. — grew from 13 to 18 advisory reps. IAPD ↗
73
BEACON GLOBAL ADVISOR NETWORK, LLC — grew from 45 to 50 advisory reps. IAPD ↗
73
MAIA WEALTH — grew from 30 to 35 advisory reps. IAPD ↗
73
RESONANT CAPITAL ADVISORS, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
THIRD LAKE PARTNERS, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
FORGE FINANCIAL — grew from 11 to 14 advisory reps. IAPD ↗
73
CREEKMUR ASSET MANAGEMENT, LLC — grew from 10 to 15 advisory reps. IAPD ↗
73
FOCUSED ALPHA, LLC — grew from 3 to 8 advisory reps. IAPD ↗
73
BLACK TORO LLC — grew from 2 to 7 advisory reps. IAPD ↗
73
PEAK RETIREMENT PLANNING, INC. — grew from 6 to 14 advisory reps. IAPD ↗
73
ADVISOR PARTNERS — grew from 6 to 9 advisory reps. IAPD ↗
73
SOLLINDA CAPITAL MANAGEMENT LLC — grew from 9 to 14 advisory reps. IAPD ↗
73
RANGE ADVISORY, LLC — grew from 9 to 17 advisory reps. IAPD ↗
73
BBVA GLOBAL WEALTH ADVISORS, INC. — grew from 17 to 22 advisory reps. IAPD ↗
73
TRITONPOINT WEALTH, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
KAUFMAN HALL INVESTMENT MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
72
SYSTEMATIC FINANCIAL MANAGEMENT LP — grew from 6 to 8 advisory reps. IAPD ↗
72
EAGLE CAPITAL MANAGEMENT LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
CFS INVESTMENT ADVISORY SERVICES LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
SNYDER CAPITAL MANAGEMENT LP — grew from 6 to 8 advisory reps. IAPD ↗
72
HCR WEALTH ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
72
MOISAND FITZGERALD TAMAYO, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
PLANNING ALTERNATIVES LTD — grew from 9 to 11 advisory reps. IAPD ↗
72
BUCKHEAD CAPITAL MANAGEMENT, LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
FLEXIBLE PLAN INVESTMENTS LTD — grew from 3 to 5 advisory reps. IAPD ↗
72
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
72
SOUND SHORE MANAGEMENT INC — grew from 6 to 8 advisory reps. IAPD ↗
72
PARKWAY ADVISORS, L.P. — grew from 9 to 11 advisory reps. IAPD ↗
72
ELEMENT WEALTH, LLC — grew from 3 to 7 advisory reps. IAPD ↗
72
SNIDER FINANCIAL GROUP — grew from 5 to 9 advisory reps. IAPD ↗
72
PINNACLE WEALTH ADVISORS — grew from 5 to 9 advisory reps. IAPD ↗
72
HENNION & WALSH ASSET MANAGEMENT, INC. — grew from 7 to 11 advisory reps. IAPD ↗
72
WEALTHCROSSING — grew from 8 to 10 advisory reps. IAPD ↗
72
PROSTATIS FINANCIAL ADVISORS GROUP — grew from 14 to 18 advisory reps. IAPD ↗
72
GENERATION INVESTMENT MANAGEMENT US LLP — grew from 8 to 10 advisory reps. IAPD ↗
72
ANCHOR INVESTMENT MANAGEMENT — grew from 8 to 10 advisory reps. IAPD ↗
72
TRAYNOR CAPITAL MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
72
STONECREST ADVISORS, INC. — grew from 13 to 20 advisory reps. IAPD ↗
72
CHECCHI CAPITAL ADVISERS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
BLACK DIAMOND FINANCIAL, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
MCILRATH & ECK, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
EAST END ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
CLEAR HAVEN CAPITAL MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
VISIONARY HORIZONS, LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
AGW CAPITAL ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
72
HARVEST FUND ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
EMPIRICAL ASSET MANAGEMENT, LLC — grew from 7 to 11 advisory reps. IAPD ↗
72
FSA INVESTMENT GROUP, LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
VERNAL POINT ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
THE PORTFOLIO STRATEGY GROUP, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
ELM WEALTH — grew from 3 to 5 advisory reps. IAPD ↗
72
DISCIPLINA CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — grew from 4 to 11 advisory reps. IAPD ↗
72
ARISTOTLE CAPITAL BOSTON, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
NICHOLAS WEALTH MANAGEMENT — grew from 6 to 10 advisory reps. IAPD ↗
72
ISTO ADVISORS, LLC — grew from 14 to 18 advisory reps. IAPD ↗
72
MMBG INVESTMENT ADVISORS CO. — grew from 3 to 5 advisory reps. IAPD ↗
72
ROUND ROCK ADVISORS LLC — grew from 10 to 14 advisory reps. IAPD ↗
72
VIDENT ASSET MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
72
SMALLWOOD WEALTH MANAGEMENT — grew from 8 to 12 advisory reps. IAPD ↗
72
BLACKSTON FINANCIAL ADVISORY GROUP, LLC — grew from 4 to 8 advisory reps. IAPD ↗
72
SARGENT INVESTMENT GROUP — grew from 10 to 12 advisory reps. IAPD ↗
72
OPTIMA ASSET MANAGEMENT LLC — grew from 10 to 14 advisory reps. IAPD ↗
72
SOUND VIEW WEALTH ADVISORS GROUP, LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
THE MILLSTONE EVANS GROUP, LLC — grew from 4 to 8 advisory reps. IAPD ↗
72
JVP MANAGEMENT — grew from 8 to 10 advisory reps. IAPD ↗
72
SMART WEALTH, LLC — grew from 12 to 16 advisory reps. IAPD ↗
72
MAINSAIL FINANCIAL GROUP — grew from 3 to 7 advisory reps. IAPD ↗
72
ONEASCENT FAMILY OFFICES — grew from 2 to 6 advisory reps. IAPD ↗
72
BRIDGEPORT FINANCIAL SOLUTIONS — grew from 7 to 11 advisory reps. IAPD ↗
72
CASCADE FINANCIAL PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
CAPITAL INVESTMENT COUNSEL, LLC — grew from 2 to 4 advisory reps. IAPD ↗
72
FG ADVISORY SERVICES, LLC. — grew from 0 to 7 advisory reps. IAPD ↗
72
ORG WEALTH PARTNERS — grew from 1 to 5 advisory reps. IAPD ↗
72
A&M PRIVATE WEALTH PARTNERS, LLC — grew from 11 to 15 advisory reps. IAPD ↗
72
PCM ENCORE, LLC — grew from 4 to 6 advisory reps. IAPD ↗
71
BNA WEALTH — grew from 3 to 6 advisory reps. IAPD ↗
71
PVG ASSET MANAGEMENT CORP — grew from 3 to 6 advisory reps. IAPD ↗
71
MANCHESTER FINANCIAL INC — grew from 12 to 15 advisory reps. IAPD ↗
71
WILLIAM MACK & ASSOCIATES INC — grew from 7 to 10 advisory reps. IAPD ↗
71
STRATEGY ASSET MANAGERS L.L.C. — grew from 6 to 9 advisory reps. IAPD ↗
71
OARSMAN CAPITAL, INC — grew from 10 to 13 advisory reps. IAPD ↗
71
WINCH FINANCIAL — grew from 12 to 15 advisory reps. IAPD ↗
71
MORLING FINANCIAL ADVISORS, LLC — grew from 12 to 15 advisory reps. IAPD ↗
71
MORRIS FINANCIAL CONCEPTS, INC. — grew from 6 to 9 advisory reps. IAPD ↗
71
COOPER/HAIMS ADVISORS, LLC — grew from 9 to 12 advisory reps. IAPD ↗
71
CWC ADVISORS, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
THE RICE PARTNERSHIP, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
DAVIES FINANCIAL ADVISORS, INC. — grew from 4 to 7 advisory reps. IAPD ↗
71
ARGOS WEALTH ADVISORS LLC — grew from 7 to 10 advisory reps. IAPD ↗
71
HFG WEALTH MANAGEMENT, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
RALEIGH CAPITAL MANAGEMENT INC. — grew from 8 to 11 advisory reps. IAPD ↗
71
CRESTA ADVISORS — grew from 4 to 7 advisory reps. IAPD ↗
71
S.E.E.D. PLANNING GROUP, LLC — grew from 14 to 17 advisory reps. IAPD ↗
71
MARTIN WEALTH SOLUTIONS — grew from 2 to 5 advisory reps. IAPD ↗
71
LIFEGUIDE FINANCIAL ADVISORS, LLC — grew from 11 to 14 advisory reps. IAPD ↗
71
IMPACT INVESTORS — grew from 5 to 8 advisory reps. IAPD ↗
71
FINANCIAL STRATEGIES GROUP, INC — grew from 6 to 9 advisory reps. IAPD ↗
71
CREDICORP CAPITAL ADVISORS LLC — grew from 7 to 10 advisory reps. IAPD ↗
71
BANORTE ASSET MANAGEMENT, INC. — grew from 13 to 16 advisory reps. IAPD ↗
71
VESTIA PERSONAL WEALTH ADVISORS — grew from 15 to 18 advisory reps. IAPD ↗
71
THAYER PARTNERS LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
ASTON CAPITAL MANAGEMENT — grew from 3 to 6 advisory reps. IAPD ↗
71
BRIDGEWEALTH ADVISORY GROUP, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
VAN CLEMENS WEALTH MANAGEMENT, LLC — grew from 15 to 18 advisory reps. IAPD ↗
71
FINANCIAL TRANSPARENCY — grew from 14 to 17 advisory reps. IAPD ↗
71
INTELLIGENT WEALTH SOLUTIONS LLC — grew from 1 to 4 advisory reps. IAPD ↗
71
SCHORN WEALTH — grew from 5 to 8 advisory reps. IAPD ↗
71
SEEDS INVESTOR LLC — grew from 2 to 5 advisory reps. IAPD ↗
71
WHEELHOUSE ADVISORY GROUP, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
HILL ISLAND FINANCIAL LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
PROSPERITAS FINANCIAL, LLC — grew from 13 to 16 advisory reps. IAPD ↗
71
TRADEWINDS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
STONEBRIDGE WEALTH SYSTEMS LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
PLATFORM WEALTH ADVISORS — grew from 6 to 9 advisory reps. IAPD ↗
71
CARRERA CAPITAL ADVISORS — grew from 6 to 9 advisory reps. IAPD ↗
70
WILMINGTON TRUST INVESTMENT MANAGEMENT — grew from 12 to 17 advisory reps. IAPD ↗
70
UAS ASSET MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
70
WESBANCO SECURITIES, INC. — grew from 23 to 28 advisory reps. IAPD ↗
70
CORBYN INVESTMENT MANAGEMENT INC — grew from 5 to 7 advisory reps. IAPD ↗
70
WALTER KEENAN WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
70
SMITHBRIDGE ASSET MANAGEMENT, INC. — grew from 4 to 6 advisory reps. IAPD ↗
70
INTRACK INVESTMENT MANAGEMENT, INC. — grew from 3 to 5 advisory reps. IAPD ↗
70
HOLDERNESS INVESTMENTS CO — grew from 4 to 6 advisory reps. IAPD ↗
70
TGS FINANCIAL ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
70
LAFFER TENGLER INVESTMENTS, INC. — grew from 10 to 12 advisory reps. IAPD ↗
70
OLD PORT ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
70
FINANCIAL ALTERNATIVES, INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
SEABRIDGE INVESTMENT ADVISORS LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
ASSEMBLY WEALTH — grew from 3 to 5 advisory reps. IAPD ↗
70
DEAN ROLAND RUSSELL, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
KNIGHTSBRIDGE WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
70
CAPITAL IDEAS — grew from 5 to 7 advisory reps. IAPD ↗
70
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BCS WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
1 NORTH WEALTH SERVICES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
NORTHSTAR FINANCIAL COMPANIES, INC. — grew from 4 to 6 advisory reps. IAPD ↗
70
CONSOLIDATED FINANCIAL — grew from 3 to 5 advisory reps. IAPD ↗
70
GIBRALTAR CAPITAL MANAGEMENT, INC. — grew from 10 to 12 advisory reps. IAPD ↗
70
JVL WEALTH STRATEGIES — grew from 6 to 8 advisory reps. IAPD ↗
70
PAPAMARKOU WELLNER PERKIN ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
70
CENTRIC WEALTH MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
AVION WEALTH — grew from 8 to 10 advisory reps. IAPD ↗
70
SG CAPITAL MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
MONARCH WEALTH STRATEGIES — grew from 6 to 8 advisory reps. IAPD ↗
70
PYA WALTMAN CAPITAL, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
FREEDOM DAY SOLUTIONS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC — grew from 4 to 9 advisory reps. IAPD ↗
70
OAK LANE ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
70
MARKOWSKI INVESTMENTS — grew from 9 to 11 advisory reps. IAPD ↗
70
PASSIVE CAPITAL MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
FORUM PRIVATE CLIENT GROUP — grew from 5 to 7 advisory reps. IAPD ↗
70
PARAGON FINANCIAL ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
WALSH & ASSOCIATES, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BARRY INVESTMENT ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
PETERSON WEALTH ADVISORS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. — grew from 6 to 8 advisory reps. IAPD ↗
70
CENTRAL TRUST BANK — grew from 1 to 3 advisory reps. IAPD ↗
70
DENTIST ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
FLYNN ZITO CAPITAL MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
CENTERPOINT ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
A.G. CAMPBELL ADVISORY, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
SILVERLAKE WEALTH MANAGEMENT LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
REBEL FINANCIAL, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
FORTIS CAPITAL MANAGEMENT LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
GRANDVIEW ASSET MANAGEMENT LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
O'DONNELL FINANCIAL SERVICES, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — grew from 11 to 16 advisory reps. IAPD ↗
70
WHIPPLEWOOD ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
GUGGENHEIM WEALTH SOLUTIONS, LLC — grew from 0 to 5 advisory reps. IAPD ↗
70
FWG INVESTMENTS, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
SGH WEALTH MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
SMART MONEY GROUP, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
Q3 ADVISORS, LLC — grew from 7 to 12 advisory reps. IAPD ↗
70
CLARK ASSET MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
MAXIMAI INVESTMENT PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
MAYTECH GLOBAL INVESTMENTS — grew from 2 to 4 advisory reps. IAPD ↗
70
CLEAR CREEK ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
70
CALIGAN PARTNERS — grew from 3 to 5 advisory reps. IAPD ↗
70
PEAK PLANNING GROUP, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
EQ WEALTH MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
70
TREEHOUSE WEALTH ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
70
FIDELIS WEALTH ADVISORS — grew from 4 to 6 advisory reps. IAPD ↗
70
MERKLE RETIREMENT PLANNING — grew from 5 to 7 advisory reps. IAPD ↗
70
BOSTON FAMILY ADVISORS LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WICK CAPITAL PARTNERS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
HOHIMER WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
KINLOCH CAPITAL, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
SELDON CAPITAL LP — grew from 3 to 5 advisory reps. IAPD ↗
70
PHD RETIREMENT CONSULTING — grew from 1 to 3 advisory reps. IAPD ↗
70
HERON BAY CAPITAL MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
SWAN CAPITAL — grew from 2 to 4 advisory reps. IAPD ↗
70
TSG ADVICE PARTNERS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
CORE ADVISORY GROUP — grew from 8 to 10 advisory reps. IAPD ↗
70
ALPHA CAPITAL FAMILY OFFICE, LLC — grew from 3 to 8 advisory reps. IAPD ↗
70
CAPSHIFT ADVISORS — grew from 8 to 10 advisory reps. IAPD ↗
70
RISKBRIDGE ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
MILESTONE ASSET MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
MERIWETHER WEALTH & PLANNING, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
OBJECTIVITY SQUARED WEALTH MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
70
UNIQUE WEALTH, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
ALLEGIANCE FINANCIAL GROUP — grew from 4 to 6 advisory reps. IAPD ↗
70
FACTOR INVESTING GROUP — grew from 2 to 4 advisory reps. IAPD ↗
70
TRIFECTA CAPITAL ADVISORS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
ENTREWEALTH — grew from 4 to 9 advisory reps. IAPD ↗
70
GUTIERREZ WEALTH ADVISORY, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
GALAPAGOS ADVISORY LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
CARAVELA ENERGY PARTNERS LP — grew from 5 to 7 advisory reps. IAPD ↗
70
ABRA CAPITAL MANAGEMENT, LP — grew from 4 to 6 advisory reps. IAPD ↗
70
CHANNEL WEALTH, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
TWIN PEAKS WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
STENGER FAMILY OFFICE, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
ELEVATUS WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
AMPLIFY FINANCIAL, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
THREE SEASONS WEALTH — grew from 4 to 6 advisory reps. IAPD ↗
70
POSTROCK PARTNERS LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
POTENTIA WEALTH — grew from 6 to 8 advisory reps. IAPD ↗
70
BROADSTREET FAMILY OFFICE LLC — grew from 1 to 6 advisory reps. IAPD ↗
70
CARNEGIE LAKE ADVISORS LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BURLING WEALTH PARTNERS — grew from 5 to 7 advisory reps. IAPD ↗
69
R. F. LAFFERTY & CO., INC. — grew from 6 to 10 advisory reps. IAPD ↗
69
CREWS & ASSOCIATES, INC. — grew from 16 to 20 advisory reps. IAPD ↗
69
KAHLER FINANCIAL GROUP, INC. — grew from 3 to 7 advisory reps. IAPD ↗
69
STRATEGIC WEALTH ADVISORS GROUP, INC. — grew from 2 to 6 advisory reps. IAPD ↗
69
REVERE CAPITAL MANAGEMENT LP — grew from 11 to 15 advisory reps. IAPD ↗
69
DOMAIN MONEY ADVISORS, LLC — grew from 5 to 9 advisory reps. IAPD ↗
69
VISDOM INVESTMENT GROUP LLC — grew from 1 to 5 advisory reps. IAPD ↗
68
VICTORY WEALTH PARTNERS — grew from 2 to 5 advisory reps. IAPD ↗
68
QUANTUM FINANCIAL ADVISORS INC — grew from 4 to 7 advisory reps. IAPD ↗
68
ANCHOR BAY CAPITAL, INC. — grew from 2 to 5 advisory reps. IAPD ↗
68
DRAPER ASSET MANAGEMENT, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
PRIVATE CLIENT GROUP ASSET MANAGEMENT — grew from 1 to 4 advisory reps. IAPD ↗
68
ELE ADVISORY SERVICES, INC — grew from 11 to 14 advisory reps. IAPD ↗
68
LANIER FINANCIAL GROUP LLC — grew from 5 to 8 advisory reps. IAPD ↗
68
DESERT ROSE CAPITAL MANAGEMENT, INC. — grew from 8 to 11 advisory reps. IAPD ↗
68
BEACON WEALTH CONSULTANTS, INC. — grew from 12 to 15 advisory reps. IAPD ↗
68
PT CAPITAL ADVISORS, LLC — grew from 2 to 5 advisory reps. IAPD ↗
68
LPK INVESTMENT GROUP, LLP — grew from 15 to 18 advisory reps. IAPD ↗
68
WEALTHJAR INVESTMENT ADVISORY, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
RESOLUTE CAPITAL, LLC — grew from 7 to 10 advisory reps. IAPD ↗
68
EQUILIBRIUM VENTURES, LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
LSB WEALTH MANAGEMENT — grew from 7 to 10 advisory reps. IAPD ↗
68
MY PROSPER TEAM — grew from 3 to 6 advisory reps. IAPD ↗
68
SIGNAL TREE FINANCIAL PARTNERS LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
INTEGRATED WEALTHCARE, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
BLUEPRINT FINANCIAL ADVISORS — grew from 14 to 17 advisory reps. IAPD ↗
68
NUCLO WEALTH — grew from 3 to 6 advisory reps. IAPD ↗
68
MOSLEY WEALTH MANAGEMENT, INC. — grew from 5 to 8 advisory reps. IAPD ↗
68
DAVIVIENDA ADVISORS — grew from 2 to 5 advisory reps. IAPD ↗
68
COINBASE ASSET MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
BROADSTREET GLOBAL ADVISORS, INC. — grew from 4 to 7 advisory reps. IAPD ↗
68
SPHINX INVESTMENTS LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
STORYONE FAMILY OFFICE — grew from 2 to 5 advisory reps. IAPD ↗
68
SANDRO WEALTH MANAGEMENT LLC — grew from 2 to 5 advisory reps. IAPD ↗
68
TRITONPOINT PARTNERS, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
CREATIVE INVESTMENT GROUP — grew from 3 to 6 advisory reps. IAPD ↗
68
EXCELSIOR ADVISOR NETWORK LLC — grew from 1 to 4 advisory reps. IAPD ↗
67
PITTSBURGH FINANCIAL PLANNERS, INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
THE PLANNER'S EDGE LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
ANDREWS ADVISORY ASSOCIATES, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
FINANCIAL PLANNING SERVICES — grew from 5 to 7 advisory reps. IAPD ↗
67
DELTA FINANCIAL ADVISORS, INC — grew from 3 to 5 advisory reps. IAPD ↗
67
ENGLESON & ASSOCIATES — grew from 2 to 4 advisory reps. IAPD ↗
67
KANE INVESTMENT MANAGEMENT, INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
SUPERIOR PLANNING, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
AMIDON & PETERSEN FINANCIALS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
LOTUSGROUP ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
67
PARKER FINANCIAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
MILLINGTON FINANCIAL ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
TANDEM WEALTH ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
67
RICHMOND BROTHERS, INC. — grew from 5 to 7 advisory reps. IAPD ↗
67
GUIDANCE POINT RETIREMENT SERVICES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
DONALIES FINANCIAL PLANNING, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
PLANVISION, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
HANSEN & ASSOCIATES FINANCIAL GROUP INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
STERLING RETIREMENT GROUP OF SACRAMENTO — grew from 1 to 3 advisory reps. IAPD ↗
67
COHEN INVESTMENT ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
RICE FINANCIAL CONSULTING, INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
BIRCHVIEW CAPITAL, LP — grew from 2 to 4 advisory reps. IAPD ↗
67
KINGSTONE CAPITAL PARTNERS TEXAS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
FIGURE 8 INVESTMENT STRATEGIES LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
GK WEALTH MANAGEMENT LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
MARKLE FINANCIAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
BLACK KNIGHT WEALTH MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
BRIAN LOW FINANCIAL GROUP, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
WEALTHSPAN INVESTMENT MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
ELYSIUM WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
X ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
DOGWOOD WEALTH MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
SENIOR TAX ADVISORY GROUP, INC. — grew from 1 to 3 advisory reps. IAPD ↗
67
OPAL CAPITAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
PALM WEALTH PARTNERS — grew from 7 to 9 advisory reps. IAPD ↗
67
ATFS ADVISERS — grew from 3 to 5 advisory reps. IAPD ↗
67
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
33 CAPITAL MANAGEMENT LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
ANCHOR BAY PRIVATE WEALTH LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
AZURA PARTNERS US LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
STAVIS WEALTH TRANSFER SOLUTIONS — grew from 1 to 3 advisory reps. IAPD ↗
67
210 FINANCIAL — grew from 3 to 5 advisory reps. IAPD ↗
67
STONEPATH WEALTH MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗
67
DEMETER TACTICAL INVESTMENTS CORP. — grew from 1 to 3 advisory reps. IAPD ↗
67
CRUSONIA WEALTH ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
ZERO DAY CAPITAL ENTERPRISES LLC — grew from 10 to 12 advisory reps. IAPD ↗
67
LFG WEALTH PARTNERS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
OUTRUNNER CAPITAL, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
HOOT WEALTH LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
TRUMAN WEALTH ADVISORS — grew from 1 to 3 advisory reps. IAPD ↗
65
CONCOURSE FINANCIAL GROUP ADVISORS — (BIRMINGHAM, AL) left the SEC roster (was $4.37B RAUM, 566 reps). IAPD ↗
65
HALL CAPITAL PARTNERS LLC — (SAN FRANCISCO, CA) left the SEC roster (was $50.30B RAUM, 29 reps). IAPD ↗
65
JANICZEK WEALTH MANAGEMENT — (DENVER, CO) left the SEC roster (was $1.12B RAUM, 5 reps). IAPD ↗
65
DELTA FINANCIAL GROUP, INC. — (BASKING RIDGE, NJ) left the SEC roster (was $1.20B RAUM, 4 reps). IAPD ↗
65
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC — (SAN FRANCISCO, CA) left the SEC roster (was $86.27B RAUM, 603 reps). IAPD ↗
65
GELLER ADVISORS LLC — (NEW YORK, NY) left the SEC roster (was $5.91B RAUM, 15 reps). IAPD ↗
65
EXECUTIVE WEALTH MANAGEMENT, LLC — (BRIGHTON, MI) left the SEC roster (was $1.44B RAUM, 29 reps). IAPD ↗
65
CAMPBELL WEALTH MANAGEMENT, INC. — (ALEXANDRIA, VA) left the SEC roster (was $1.00B RAUM, 10 reps). IAPD ↗
65
BISON WEALTH, LLC — (ATLANTA, GA) left the SEC roster (was $1.61B RAUM, 34 reps). IAPD ↗
65
LAKE STREET ADVISORS — (PORTSMOUTH, NH) left the SEC roster (was $3.11B RAUM, 22 reps). IAPD ↗
65
FIDELITY PERSONAL AND WORKPLACE ADVISORS — (BOSTON, MA) left the SEC roster (was $818.78B RAUM, 15424 reps). IAPD ↗
65
EDGE CAPITAL GROUP, LLC — (ATLANTA, GA) left the SEC roster (was $6.39B RAUM, 24 reps). IAPD ↗
65
AS INVESTMENT MANAGEMENT — (NEW YORK, NY) left the SEC roster (was $2.84B RAUM, 10 reps). IAPD ↗
63
MCKINLEY CAPITAL MANAGEMENT, LLC — (ANCHORAGE, AK) left the SEC roster (was $995.9M RAUM, 9 reps). IAPD ↗
63
PERSONAL INVESTMENT MANAGEMENT INC — (REDMOND, WA) left the SEC roster (was $567.6M RAUM, 4 reps). IAPD ↗
63
WADE FINANCIAL ADVISORY, INC. — (CAMPBELL, CA) left the SEC roster (was $672.9M RAUM, 8 reps). IAPD ↗
63
KIELY WEALTH ADVISORY GROUP, INC. — (location n/a) left the SEC roster (was $515.0M RAUM, 3 reps). IAPD ↗
63
GRAND JEAN CAPITAL MANAGEMENT INC. — (SAN FRANCISCO, CA) left the SEC roster (was $464.6M RAUM, 5 reps). IAPD ↗
63
DICKINSON INVESTMENT ADVISORS — (COUNCIL BLUFFS, IA) left the SEC roster (was $373.3M RAUM, 3 reps). IAPD ↗
63
BUCKINGHAM CAPITAL MANAGEMENT, INC. — (DAYTON, OH) left the SEC roster (was $911.0M RAUM, 14 reps). IAPD ↗
63
SUGARLOAF WEALTH MANAGEMENT, LLC — (DULUTH, GA) left the SEC roster (was $610.1M RAUM, 10 reps). IAPD ↗
63
FAMILY ASSET MANAGEMENT, LLC — (CHARLESTON, SC) left the SEC roster (was $323.7M RAUM, 3 reps). IAPD ↗
63
ANDERSON & ANDERSON ADVISORY, LLC — (LONGVIEW, WA) left the SEC roster (was $326.9M RAUM, 2 reps). IAPD ↗
63
LOGIC CAPITAL MANAGEMENT, LLC — (HOUSTON, TX) left the SEC roster (was $381.2M RAUM, 3 reps). IAPD ↗
63
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC — (PLANO, TX) left the SEC roster (was $277.8M RAUM, 3 reps). IAPD ↗
63
VANCEGRAY WEALTH MANAGEMENT, INC. — (BANGOR, ME) left the SEC roster (was $328.8M RAUM, 3 reps). IAPD ↗
63
SIGNALPOINT ASSET MANAGEMENT LLC — (SPRINGFIELD, MO) left the SEC roster (was $522.3M RAUM, 9 reps). IAPD ↗
63
JENKINS WEALTH — (ENGLEWOOD, CO) left the SEC roster (was $313.3M RAUM, 5 reps). IAPD ↗
63
BRITE ADVISORS USA, INC. — (NEW YORK, NY) left the SEC roster (was $468.1M RAUM, 0 reps). IAPD ↗
63
ROOTSTOCK ADVISORS — (SEWICKLEY, PA) left the SEC roster (was $495.9M RAUM, 1 reps). IAPD ↗
63
THE MONEY ADVISOR GROUP, LLC — (COLUMBUS, GA) left the SEC roster (was $280.7M RAUM, 3 reps). IAPD ↗
63
PROVENCE WEALTH MANAGEMENT GROUP — (IRVINE, CA) left the SEC roster (was $275.7M RAUM, 6 reps). IAPD ↗
63
EXECUTIVE WEALTH GROUP, LLC — (KIRKLAND, WA) left the SEC roster (was $394.5M RAUM, 1 reps). IAPD ↗
63
EUDAIMONIA PARTNERS, LLC — (WINCHESTER, TN) left the SEC roster (was $703.5M RAUM, 15 reps). IAPD ↗
63
GRANDVIEW DELIGHT, LLC — (ST. PAUL, MN) left the SEC roster (was $516.8M RAUM, 6 reps). IAPD ↗
63
AVITAS WEALTH MANAGEMENT, LLC — (LOS ANGELES, CA) left the SEC roster (was $996.3M RAUM, 12 reps). IAPD ↗
63
WEALTH COVENANT GROUP LLC — (HOUSTON, TX) left the SEC roster (was $290.7M RAUM, 2 reps). IAPD ↗
63
CRITERION CAPITAL ADVISORS LLC — (NASHVILLE, TN) left the SEC roster (was $460.6M RAUM, 4 reps). IAPD ↗
63
RYAN WEALTH MANAGEMENT — (YUBA CITY, CA) left the SEC roster (was $404.2M RAUM, 3 reps). IAPD ↗
63
EUDAIMONIA ADVISORS LLC — (WINCHESTER, TN) left the SEC roster (was $307.1M RAUM, 5 reps). IAPD ↗
63
BRIGHTSIDE PARTNERS — (BALTIMORE, MD) left the SEC roster (was $853.1M RAUM, 6 reps). IAPD ↗
63
JUNCTURE ASSET MANAGEMENT — (SCOTTSDALE, AZ) left the SEC roster (was $363.4M RAUM, 5 reps). IAPD ↗
63
WR WEALTH PLANNERS LLC — (COLUMBIA, MO) left the SEC roster (was $482.2M RAUM, 14 reps). IAPD ↗
63
DECHTMAN WEALTH MANAGEMENT — (CENTENNIAL, CO) left the SEC roster (was $651.0M RAUM, 3 reps). IAPD ↗
63
REDWOOD PRIVATE WEALTH — (PHOENIX, AZ) left the SEC roster (was $267.6M RAUM, 56 reps). IAPD ↗
63
MARRELLA PRIVATE WEALTH, LLC — (WYOMISSING, PA) left the SEC roster (was $452.7M RAUM, 4 reps). IAPD ↗
60
GARDEY FINANCIAL ADVISORS INC — (SAGINAW, MI) left the SEC roster (was $228.4M RAUM, 2 reps). IAPD ↗
60
SPECTRUM CAPITAL MANAGEMENT — (AUBURN, CA) left the SEC roster (was $107.7M RAUM, 1 reps). IAPD ↗
60
GEOCAPITAL LLC — (HARRISON, NY) left the SEC roster (was $55.2M RAUM, 1 reps). IAPD ↗
60
ENTRUST INVESTMENT MANAGEMENT LLC — (MONROE, LA) left the SEC roster (was $12.7M RAUM, 4 reps). IAPD ↗
60
INTERVEST INTERNATIONAL, INC. — (COLORADO SPRINGS, CO) left the SEC roster (was $39.9M RAUM, 16 reps). IAPD ↗
60
BOSTON ASSET MANAGEMENT, INC. — (CLEARWATER, FL) left the SEC roster (was $103.7M RAUM, 3 reps). IAPD ↗
60
BARKER FINANCIAL GROUP, INC. — (TOPSFIELD, MA) left the SEC roster (was $209.4M RAUM, 3 reps). IAPD ↗
60
SECURITY FIRST ADVISORS — (PORTLAND, OR) left the SEC roster (was $232.3M RAUM, 4 reps). IAPD ↗
60
BUCKINGHAM FINANCIAL GROUP, INC. — (DAYTON, OH) left the SEC roster (was $0 RAUM, 10 reps). IAPD ↗
60
PILLAR WEALTH MANAGEMENT CO. — (MADISON, WI) left the SEC roster (was $153.3M RAUM, 4 reps). IAPD ↗
60
FUHRMAN MANAGEMENT ASSOCIATES, INC. — (FORT WASHINGTON, PA) left the SEC roster (was $248.7M RAUM, 4 reps). IAPD ↗
60
CFS CUBIC FINANCIAL SERVICES, INC. — (location n/a) left the SEC roster (was $145.8M RAUM, 1 reps). IAPD ↗
60
BEECHTREE CAPITAL INVESTMENT, INC. — (location n/a) left the SEC roster (was $30.7M RAUM, 1 reps). IAPD ↗
60
FINANCIAL RESOURCES MANAGEMENT, INC. — (location n/a) left the SEC roster (was $68.0M RAUM, 1 reps). IAPD ↗
60
LEATHE & ASSOCIATES, LLC — (location n/a) left the SEC roster (was $122.8M RAUM, 1 reps). IAPD ↗
60
COUNSEL FIDUCIARY, LLC — (location n/a) left the SEC roster (was $109.5M RAUM, 2 reps). IAPD ↗
60
THE HOLBEN GROUP, LLC — (DENVER, CO) left the SEC roster (was $188.5M RAUM, 2 reps). IAPD ↗
60
ELAN WEALTH MANAGEMENT, L.L.C. — (location n/a) left the SEC roster (was $135.0M RAUM, 3 reps). IAPD ↗
60
SANCTUARY WEALTH MANAGEMENT, LLC — (POCATELLO, ID) left the SEC roster (was $229.0M RAUM, 8 reps). IAPD ↗
60
NOVICK & COMPANY FINANCIAL GROUP, LLC — (location n/a) left the SEC roster (was $215.0M RAUM, 2 reps). IAPD ↗
60
FRANGO FINANCIAL — (WASHINGTON, DC) left the SEC roster (was $111.5M RAUM, 2 reps). IAPD ↗
60
IRONSIDES PARTNERS LLC — (CAMBRIDGE, MA) left the SEC roster (was $28.6M RAUM, 1 reps). IAPD ↗
60
SENTINEL CAPITAL SOLUTIONS — (HAGERSTOWN, MD) left the SEC roster (was $23.7M RAUM, 1 reps). IAPD ↗
60
FIORILE & ASSOCIATES, LLC — (SARANAC LAKE, NY) left the SEC roster (was $24.5M RAUM, 1 reps). IAPD ↗
60
SYNTAL CAPITAL PARTNERS, LLC — (MIDLAND, TX) left the SEC roster (was $60.3M RAUM, 1 reps). IAPD ↗
60
NEPSIS ADVISOR SERVICES, INC. — (MINNEAPOLIS, MN) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗
60
MPMG & PARTNERS USA, LLC — (NEW YORK, NY) left the SEC roster (was $31.7M RAUM, 1 reps). IAPD ↗
60
QUINN WEALTH ADVISORS — (CHADDS FORD, PA) left the SEC roster (was $52.0M RAUM, 1 reps). IAPD ↗
60
ROCKET DOLLAR ADVISOR, INC. — (LAS VEGAS, NV) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗
60
ENLIGHTENED FINANCE LLC — (location n/a) left the SEC roster (was $116.3M RAUM, 6 reps). IAPD ↗
60
CHESAPEAKE FINANCIAL PLANNING — (ANNAPOLIS, MD) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
60
SINECERA CAPITAL, LLC — (AUSTIN, TX) left the SEC roster (was $124.6M RAUM, 6 reps). IAPD ↗
60
CONSCIOUS ENDEAVORS LP — (NEW YORK, NY) left the SEC roster (was $112.9M RAUM, 2 reps). IAPD ↗
60
SHAREGRO INC — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
KRD WEALTH MANAGEMENT, LLC — (SCHAUMBURG, IL) left the SEC roster (was $98.5M RAUM, 3 reps). IAPD ↗
60
SOLO CAPITAL STRATEGIES — (SCOTTSDALE, AZ) left the SEC roster (was $20,000 RAUM, 1 reps). IAPD ↗
60
METAL FINANCE — (AUSTIN, TX) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
WAO ADVISORY, LLC — (LAS VEGAS, NV) left the SEC roster (was $6,382 RAUM, 3 reps). IAPD ↗
60
DARK HORSE CAPITAL MANAGEMENT LLC — (CHADDS FORD, PA) left the SEC roster (was $77.0M RAUM, 2 reps). IAPD ↗
60
VAULT CAPITAL — (MALIBU, CA) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
60
ZAMP INVEST — (location n/a) left the SEC roster (was $108.5M RAUM, 1 reps). IAPD ↗
60
EARTHVIEW ADVISORS LLC — (MIAMI, FL) left the SEC roster (was $102.6M RAUM, 2 reps). IAPD ↗
60
ACCESS CAPITAL, LLC — (WICHITA, KS) left the SEC roster — its 120-day provisional registration did not convert (was $70.5M RAUM, 1 reps). IAPD ↗
60
NEON MONEY IA, LLC — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
SACHEM HILL, LLC — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
60
SOLIST WEALTH MANAGEMENT — (TAMPA, FL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
60
ASHTON THOMAS ADVISORS LLC — (SCOTTSDALE, AZ) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
60
SAGEWATER WEALTH MANAGEMENT LLC — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $4.2M RAUM, 2 reps). IAPD ↗
60
ELEVATE CAPITAL GROUP, LLC — (NEWPORT BEACH, CA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
60
HARVESTWISE WEALTH PLANNING — (ESCONDIDO, CA) left the SEC roster — its 120-day provisional registration did not convert (was $38.3M RAUM, 1 reps). IAPD ↗
60
IGW ADVISORY INVESTMENT MANAGEMENT LLC — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 3 reps). IAPD ↗
60
REVV CAPITAL, LLC — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
55
GOLDMAN SACHS & CO. LLC — shrank from 2406 to 2318 advisory reps. IAPD ↗
55
JANNEY MONTGOMERY SCOTT LLC — shrank from 1239 to 1208 advisory reps. IAPD ↗
55
VOYA RETIREMENT ADVISORS, LLC — shrank from 136 to 116 advisory reps. IAPD ↗
55
HORNOR, TOWNSEND & KENT, LLC — shrank from 417 to 398 advisory reps. IAPD ↗
55
HILLTOP SECURITIES INC. — shrank from 113 to 91 advisory reps. IAPD ↗
55
CITIGROUP GLOBAL MARKETS INC. — shrank from 4880 to 4267 advisory reps. IAPD ↗
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED — shrank from 26251 to 25753 advisory reps. IAPD ↗
55
CADARET GRANT & CO INC — shrank from 489 to 429 advisory reps. IAPD ↗
55
U.S. BANCORP ADVISORS, LLC — shrank from 133 to 126 advisory reps. IAPD ↗
55
TRANSAMERICA FINANCIAL ADVISORS, LLC — shrank from 1127 to 1054 advisory reps. IAPD ↗
55
HUNTINGTON FINANCIAL ADVISORS — shrank from 408 to 398 advisory reps. IAPD ↗
55
FIRST HORIZON ADVISORS, INC — shrank from 180 to 169 advisory reps. IAPD ↗
55
MOMENTUM INDEPENDENT NETWORK INC. — shrank from 139 to 98 advisory reps. IAPD ↗
55
U.S. BANCORP INVESTMENTS, INC. — shrank from 951 to 919 advisory reps. IAPD ↗
55
WELLS FARGO ADVISORS — shrank from 8623 to 8410 advisory reps. IAPD ↗
55
ADVICE AND PLANNING SERVICES — shrank from 1115 to 1041 advisory reps. IAPD ↗
55
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER — shrank from 484 to 477 advisory reps. IAPD ↗
55
OSAIC INSTITUTIONS, INC. — shrank from 474 to 446 advisory reps. IAPD ↗
55
WESTERN INTERNATIONAL SECURITIES — shrank from 245 to 200 advisory reps. IAPD ↗
55
ARVEST WEALTH MANAGEMENT — shrank from 227 to 216 advisory reps. IAPD ↗
55
CUSO FINANCIAL SERVICES, L.P. — shrank from 571 to 523 advisory reps. IAPD ↗
55
VALIC FINANCIAL ADVISORS, INC. — shrank from 1289 to 1239 advisory reps. IAPD ↗
55
M HOLDINGS SECURITIES, INC. — shrank from 234 to 222 advisory reps. IAPD ↗
55
GOELZER INVESTMENT MANAGEMENT — shrank from 36 to 28 advisory reps. IAPD ↗
55
NEXT FINANCIAL GROUP, INC. — shrank from 358 to 307 advisory reps. IAPD ↗
55
EDELMAN FINANCIAL ENGINES — shrank from 491 to 470 advisory reps. IAPD ↗
55
DWS INVESTMENT MANAGEMENT AMERICAS, INC. — shrank from 206 to 92 advisory reps. IAPD ↗
55
AVANTAX ADVISORY SERVICES — shrank from 2478 to 2278 advisory reps. IAPD ↗
55
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC — shrank from 946 to 564 advisory reps. IAPD ↗
55
CAPITAL ADVISORS, INC. — shrank from 38 to 33 advisory reps. IAPD ↗
55
ALLEGHENY FINANCIAL GROUP LTD — shrank from 34 to 28 advisory reps. IAPD ↗
55
NOTTINGHAM ADVISORS INC. — shrank from 9 to 5 advisory reps. IAPD ↗
55
NBT CAPITAL MANAGEMENT, INC. — shrank from 8 to 4 advisory reps. IAPD ↗
55
CAMBRIDGE ASSOCIATES, LLC — shrank from 457 to 437 advisory reps. IAPD ↗
55
ALLSPRING GLOBAL INVESTMENTS, LLC — shrank from 363 to 325 advisory reps. IAPD ↗
55
SOUTHEASTERN ASSET MANAGEMENT INC. — shrank from 10 to 8 advisory reps. IAPD ↗
55
INVESCO ADVISERS, INC. — shrank from 835 to 787 advisory reps. IAPD ↗
55
ON INVESTMENT MANAGEMENT CO — shrank from 206 to 193 advisory reps. IAPD ↗
55
NORTHERN TRUST INVESTMENTS, INCORPORATED — shrank from 208 to 200 advisory reps. IAPD ↗
55
JOHN HANCOCK INVESTMENT MANAGEMENT LLC — shrank from 34 to 28 advisory reps. IAPD ↗
55
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC — shrank from 105 to 72 advisory reps. IAPD ↗
55
TIMUCUAN ASSET MANAGEMENT INC — shrank from 7 to 5 advisory reps. IAPD ↗
55
PINEBRIDGE INVESTMENTS LLC — shrank from 141 to 133 advisory reps. IAPD ↗
55
TRUSTMONT ADVISORY GROUP, INC. — shrank from 60 to 41 advisory reps. IAPD ↗
55
VICTORY CAPITAL MANAGEMENT INC. — shrank from 162 to 135 advisory reps. IAPD ↗
55
GRANTHAM MAYO VAN OTTERLOO & CO LLC — shrank from 98 to 86 advisory reps. IAPD ↗
55
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
55
WELLINGTON MANAGEMENT COMPANY LLP — shrank from 541 to 479 advisory reps. IAPD ↗
55
PLANCORP, LLC — shrank from 47 to 42 advisory reps. IAPD ↗
55
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — shrank from 186 to 173 advisory reps. IAPD ↗
55
ONEDIGITAL — shrank from 380 to 333 advisory reps. IAPD ↗
55
OAKTREE CAPITAL MANAGEMENT, L.P. — shrank from 277 to 271 advisory reps. IAPD ↗
55
NATIXIS ADVISORS, LLC — shrank from 75 to 70 advisory reps. IAPD ↗
55
UBS ASSET MANAGEMENT (AMERICAS) LLC — shrank from 411 to 263 advisory reps. IAPD ↗
55
WINDWARD CAPITAL MANAGEMENT CO — shrank from 5 to 3 advisory reps. IAPD ↗
55
BLACKROCK FINANCIAL MANAGEMENT, INC — shrank from 1038 to 828 advisory reps. IAPD ↗
55
FORT WASHINGTON INVESTMENT ADVISORS INC — shrank from 94 to 87 advisory reps. IAPD ↗
55
BRECKINRIDGE CAPITAL ADVISORS INC — shrank from 47 to 41 advisory reps. IAPD ↗
55
TEACHERS ADVISORS, LLC — shrank from 321 to 299 advisory reps. IAPD ↗
55
SAVANT WEALTH MANAGEMENT — shrank from 185 to 178 advisory reps. IAPD ↗
55
SOUTHEAST ASSET ADVISORS, LLC — shrank from 9 to 7 advisory reps. IAPD ↗
55
SMITH AFFILIATED CAPITAL CORP. — shrank from 11 to 8 advisory reps. IAPD ↗
55
BLACKROCK CAPITAL MANAGEMENT, INC. — shrank from 154 to 71 advisory reps. IAPD ↗
55
GLENMEDE INVESTMENT MANAGEMENT, LP — shrank from 30 to 22 advisory reps. IAPD ↗
55
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC — shrank from 411 to 392 advisory reps. IAPD ↗
55
LADENBURG THALMANN ASSET MANAGEMENT INC — shrank from 18 to 14 advisory reps. IAPD ↗
55
MISSIONSQUARE RETIREMENT — shrank from 224 to 211 advisory reps. IAPD ↗
55
COLDSTREAM WEALTH MANAGEMENT — shrank from 151 to 141 advisory reps. IAPD ↗
55
VALLEY WEALTH MANAGERS, INC. — shrank from 48 to 34 advisory reps. IAPD ↗
55
MOSS ADAMS WEALTH ADVISORS LLC — shrank from 45 to 36 advisory reps. IAPD ↗
55
BLACKROCK INVESTMENT MANAGEMENT, LLC — shrank from 536 to 450 advisory reps. IAPD ↗
55
CAPITAL COUNSEL LLC — shrank from 12 to 9 advisory reps. IAPD ↗
55
PRINCIPAL ASSET MANAGEMENT — shrank from 700 to 324 advisory reps. IAPD ↗
55
PRINCIPAL REAL ESTATE — shrank from 349 to 307 advisory reps. IAPD ↗
55
HAMILTON CAPITAL — shrank from 55 to 50 advisory reps. IAPD ↗
55
ENVESTNET PORTFOLIO SOLUTIONS, INC. — shrank from 273 to 187 advisory reps. IAPD ↗
55
BBR PARTNERS, LLC — shrank from 60 to 55 advisory reps. IAPD ↗
55
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT — shrank from 20 to 2 advisory reps. IAPD ↗
55
WASHINGTON TRUST ADVISORS — shrank from 12 to 9 advisory reps. IAPD ↗
55
VALLEY NATIONAL ADVISERS INC — shrank from 15 to 10 advisory reps. IAPD ↗
55
TRILLIUM ASSET MANAGEMENT — shrank from 46 to 38 advisory reps. IAPD ↗
55
MASON INVESTMENT ADVISORY SERVICES INC — shrank from 36 to 31 advisory reps. IAPD ↗
55
ALLWORTH FINANCIAL, L.P. — shrank from 156 to 151 advisory reps. IAPD ↗
55
CHOREO, LLC — shrank from 129 to 97 advisory reps. IAPD ↗
55
GLYNN CAPITAL MANAGEMENT, LLC — shrank from 14 to 11 advisory reps. IAPD ↗
55
COHO PARTNERS, LTD. — shrank from 8 to 6 advisory reps. IAPD ↗
55
BRIDGEWAY CAPITAL MANAGEMENT, LLC — shrank from 12 to 9 advisory reps. IAPD ↗
55
PENTEGRA INVESTORS, INC. — shrank from 7 to 5 advisory reps. IAPD ↗
55
ENVESTNET PMC — shrank from 273 to 187 advisory reps. IAPD ↗
55
BOUCHEY FINANCIAL GROUP LTD — shrank from 19 to 10 advisory reps. IAPD ↗
55
TOLLESON PRIVATE WEALTH MANAGEMENT — shrank from 89 to 76 advisory reps. IAPD ↗
55
MORNINGSTAR INVESTMENT SERVICES LLC — shrank from 41 to 29 advisory reps. IAPD ↗
55
ADVISORNET WEALTH PARTNERS — shrank from 85 to 74 advisory reps. IAPD ↗
55
FIERA CAPITAL INC. — shrank from 44 to 37 advisory reps. IAPD ↗
55
B. RILEY WEALTH ADVISORS, INC. — shrank from 379 to 274 advisory reps. IAPD ↗
55
JOHNSON INVESTMENT COUNSEL, INC. — shrank from 79 to 73 advisory reps. IAPD ↗
55
NORTH STAR INVESTMENT MANAGEMENT CORPORATION — shrank from 28 to 15 advisory reps. IAPD ↗
55
WILLIS JOHNSON & ASSOCIATES, INC. — shrank from 21 to 16 advisory reps. IAPD ↗
55
BEACON CAPITAL MANAGEMENT, INC. — shrank from 9 to 5 advisory reps. IAPD ↗
55
SYMMETRY PARTNERS — shrank from 5 to 3 advisory reps. IAPD ↗
55
LAZARD ASSET MANAGEMENT LLC — shrank from 246 to 241 advisory reps. IAPD ↗
55
SCF INVESTMENT ADVISORS, INC. — shrank from 135 to 61 advisory reps. IAPD ↗
55
REGAL INVESTMENT ADVISORS LLC — shrank from 117 to 110 advisory reps. IAPD ↗
55
PROPRIETARY CAPITAL, LLC — shrank from 9 to 7 advisory reps. IAPD ↗
55
ATLAS CAPITAL ADVISORS INC. — shrank from 7 to 5 advisory reps. IAPD ↗
55
MJP WEALTH ADVISORS — shrank from 11 to 6 advisory reps. IAPD ↗
55
SUMMITRY, LLC — shrank from 19 to 14 advisory reps. IAPD ↗
55
GWN SECURITIES INC. — shrank from 455 to 423 advisory reps. IAPD ↗
55
CERTUITY, LLC — shrank from 16 to 10 advisory reps. IAPD ↗
55
EXENCIAL WEALTH ADVISORS — shrank from 57 to 50 advisory reps. IAPD ↗
55
WELLS FARGO INVESTMENT INSTITUTE, INC. — shrank from 169 to 151 advisory reps. IAPD ↗
55
1919 INVESTMENT COUNSEL, LLC — shrank from 63 to 53 advisory reps. IAPD ↗
55
LEVEL FOUR ADVISORY SERVICES — shrank from 120 to 115 advisory reps. IAPD ↗
55
UNITED CAPITAL FINANCIAL ADVISORS — shrank from 147 to 138 advisory reps. IAPD ↗
55
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC — shrank from 182 to 173 advisory reps. IAPD ↗
55
NAVY FEDERAL INVESTMENT SERVICES, LLC — shrank from 110 to 91 advisory reps. IAPD ↗
55
INTEGRITY ALLIANCE, LLC — shrank from 173 to 164 advisory reps. IAPD ↗
55
TWIN FOCUS CAPITAL PARTNERS, LLC — shrank from 20 to 16 advisory reps. IAPD ↗
55
NATIONWIDE INVESTMENT ADVISORS, LLC — shrank from 348 to 335 advisory reps. IAPD ↗
55
METLIFE INVESTMENT MANAGEMENT, LLC — shrank from 695 to 688 advisory reps. IAPD ↗
55
COLUMBIA PACIFIC ADVISORS, LLC — shrank from 36 to 27 advisory reps. IAPD ↗
55
BARNES PETTEY FINANCIAL ADVISORS, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
55
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC — shrank from 312 to 72 advisory reps. IAPD ↗
55
STELAC ADVISORY SERVICES LLC — shrank from 12 to 9 advisory reps. IAPD ↗
55
HOLLOW BROOK WEALTH MANAGEMENT LLC — shrank from 6 to 3 advisory reps. IAPD ↗
55
RIVERFRONT INVESTMENT GROUP, LLC — shrank from 13 to 9 advisory reps. IAPD ↗
55
MAINSTREET ADVISORS — shrank from 15 to 6 advisory reps. IAPD ↗
55
NORTHWEST ASSET MANAGEMENT — shrank from 48 to 38 advisory reps. IAPD ↗
55
WHITE OAK GLOBAL ADVISORS, LLC — shrank from 49 to 37 advisory reps. IAPD ↗
55
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT — shrank from 98 to 85 advisory reps. IAPD ↗
55
VERUS CAPITAL PARTNERS, LLC — shrank from 46 to 38 advisory reps. IAPD ↗
55
DOUBLELINE CAPITAL LP — shrank from 103 to 90 advisory reps. IAPD ↗
55
EMPIRICAL WEALTH MANAGEMENT — shrank from 59 to 53 advisory reps. IAPD ↗
55
EURO PACIFIC ASSET MANAGEMENT, LLC — shrank from 10 to 5 advisory reps. IAPD ↗
55
ASHTON THOMAS PRIVATE WEALTH — shrank from 55 to 35 advisory reps. IAPD ↗
55
NUVEEN ASSET MANAGEMENT, LLC — shrank from 321 to 299 advisory reps. IAPD ↗
55
SUMMIT GLOBAL INVESTMENTS, LLC — shrank from 15 to 12 advisory reps. IAPD ↗
55
KAWA CAPITAL MANAGEMENT, INC. — shrank from 20 to 16 advisory reps. IAPD ↗
55
REBALANCE LLC — shrank from 8 to 6 advisory reps. IAPD ↗
55
CORECAP ADVISORS — shrank from 111 to 97 advisory reps. IAPD ↗
55
SIGNATURE INVESTMENT ADVISORS, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
55
ADVISOR RESOURCE COUNCIL — shrank from 91 to 81 advisory reps. IAPD ↗
55
BILTMORE FAMILY OFFICE, LLC — shrank from 14 to 6 advisory reps. IAPD ↗
55
MUTUAL ADVISORS, LLC — shrank from 132 to 123 advisory reps. IAPD ↗
55
INDEPENDENT ADVISOR ALLIANCE, LLC — shrank from 228 to 219 advisory reps. IAPD ↗
55
BLUEPRINT INVESTMENT PARTNERS LLC — shrank from 7 to 3 advisory reps. IAPD ↗
55
ALLY INVEST ADVISORS — shrank from 12 to 9 advisory reps. IAPD ↗
55
MCADAM LLC — shrank from 156 to 138 advisory reps. IAPD ↗
55
GLOBAL RETIREMENT PARTNERS LLC — shrank from 493 to 434 advisory reps. IAPD ↗
55
SVB WEALTH — shrank from 77 to 58 advisory reps. IAPD ↗
55
THE WEALTH CONSULTING GROUP — shrank from 160 to 115 advisory reps. IAPD ↗
55
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — shrank from 8 to 5 advisory reps. IAPD ↗
55
DOUBLELINE ALTERNATIVES LP — shrank from 8 to 6 advisory reps. IAPD ↗
55
WORLD INVESTMENT ADVISORS, LLC — shrank from 166 to 156 advisory reps. IAPD ↗
55
VESTMARK ADVISORY SOLUTIONS, INC. — shrank from 21 to 12 advisory reps. IAPD ↗
55
CYNOSURE GROUP, LLC — shrank from 35 to 30 advisory reps. IAPD ↗
55
MOLONEY SECURITIES ASSET MANAGEMENT LLC — shrank from 78 to 61 advisory reps. IAPD ↗
55
YIELDSTREET — shrank from 106 to 26 advisory reps. IAPD ↗
55
AE WEALTH MANAGEMENT, LLC — shrank from 449 to 435 advisory reps. IAPD ↗
55
RW INVESTMENT MANAGEMENT LLC — shrank from 15 to 12 advisory reps. IAPD ↗
55
SAGESPRING WEALTH PARTNERS — shrank from 98 to 75 advisory reps. IAPD ↗
55
MARINER ADVISOR NETWORK — shrank from 184 to 164 advisory reps. IAPD ↗
55
CBIZ INVESTMENT ADVISORY SERVICES, LLC — shrank from 86 to 80 advisory reps. IAPD ↗
55
TOWNSQUARE CAPITAL, LLC — shrank from 15 to 8 advisory reps. IAPD ↗
55
THE COURY FIRM — shrank from 14 to 10 advisory reps. IAPD ↗
55
POINT OLEMA CAPITAL PARTNERS, L.P. — shrank from 10 to 7 advisory reps. IAPD ↗
55
THRIVENT ADVISOR NETWORK, LLC — shrank from 164 to 139 advisory reps. IAPD ↗
55
QRG CAPITAL MANAGEMENT, INC. — shrank from 16 to 4 advisory reps. IAPD ↗
55
TRB WEALTH MANAGEMENT, LLC — shrank from 14 to 9 advisory reps. IAPD ↗
55
HILL INVESTMENT GROUP — shrank from 12 to 8 advisory reps. IAPD ↗
55
THE BALDWIN GROUP WEALTH ADVISORS, LLC — shrank from 42 to 36 advisory reps. IAPD ↗
55
GROVE POINT ADVISORS, LLC — shrank from 322 to 264 advisory reps. IAPD ↗
55
THE ASCENT GROUP, LLC — shrank from 21 to 4 advisory reps. IAPD ↗
55
CERCANO MANAGEMENT LLC — shrank from 33 to 28 advisory reps. IAPD ↗
55
BLEAKLEY FINANCIAL GROUP, LLC — shrank from 152 to 84 advisory reps. IAPD ↗
55
SYON CAPITAL LLC — shrank from 5 to 2 advisory reps. IAPD ↗
55
SPECTRUM WEALTH MANAGEMENT — shrank from 8 to 6 advisory reps. IAPD ↗
55
CITI GLOBAL ALTERNATIVES, LLC — shrank from 75 to 54 advisory reps. IAPD ↗
55
LCP INSTITUTIONAL, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
55
J.P. MORGAN SECURITIES LLC — added office(s): 3411 -> 3559 additional locations. IAPD ↗
55
OPPENHEIMER & CO. INC. — added office(s): 117 -> 123 additional locations. IAPD ↗
55
ESI FINANCIAL ADVISORS — added office(s): 230 -> 257 additional locations. IAPD ↗
55
GOLDMAN SACHS & CO. LLC — added office(s): 24 -> 35 additional locations. IAPD ↗
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED — added office(s): 460 -> 486 additional locations. IAPD ↗
55
PRINCIPAL SECURITIES, INC. — added office(s): 384 -> 437 additional locations. IAPD ↗
55
WILLIAM BLAIR & COMPANY L.L.C. — added office(s): 9 -> 10 additional locations. IAPD ↗
55
DAVENPORT & COMPANY LLC — added office(s): 26 -> 29 additional locations. IAPD ↗
55
MEANS WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
55
STATE FARM INVESTMENT MANAGEMENT CORP. — added office(s): 0 -> 17 additional locations. IAPD ↗
55
HORNOR, TOWNSEND & KENT, LLC — added office(s): 160 -> 163 additional locations. IAPD ↗
55
HILLTOP SECURITIES INC. — added office(s): 17 -> 19 additional locations. IAPD ↗
55
AMERIPRISE FINANCIAL SERVICES, LLC — added office(s): 150 -> 157 additional locations. IAPD ↗
55
LPL FINANCIAL LLC — added office(s): 17453 -> 18523 additional locations. IAPD ↗
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED — added office(s): 3542 -> 3779 additional locations. IAPD ↗
55
COMMONWEALTH FINANCIAL NETWORK — added office(s): 1613 -> 1762 additional locations. IAPD ↗
55
ROBERT W. BAIRD & CO. INCORPORATED — added office(s): 179 -> 206 additional locations. IAPD ↗
55
LPL ENTERPRISE, LLC — added office(s): 4 -> 1075 additional locations. IAPD ↗
55
PRIMERICA ADVISORS — added office(s): 1704 -> 1754 additional locations. IAPD ↗
55
WELLS FARGO ADVISORS — added office(s): 866 -> 1197 additional locations. IAPD ↗
55
MONEY CONCEPTS ADVISORY SERVICE — added office(s): 24 -> 25 additional locations. IAPD ↗
55
HUNTINGTON FINANCIAL ADVISORS — added office(s): 766 -> 787 additional locations. IAPD ↗
55
FIRST HORIZON ADVISORS, INC — added office(s): 69 -> 77 additional locations. IAPD ↗
55
U.S. BANCORP INVESTMENTS, INC. — added office(s): 1644 -> 1645 additional locations. IAPD ↗
55
THRIVENT INVESTMENT MANAGEMENT INC. — added office(s): 1111 -> 1169 additional locations. IAPD ↗
55
HSBC SECURITIES (USA) INC. — added office(s): 62 -> 63 additional locations. IAPD ↗
55
ADVICE AND PLANNING SERVICES — added office(s): 137 -> 147 additional locations. IAPD ↗
55
WORLD ADVISORY SERVICES — added office(s): 94 -> 96 additional locations. IAPD ↗
55
OSAIC WEALTH, INC. — added office(s): 1670 -> 3791 additional locations. IAPD ↗
55
OSAIC INSTITUTIONS, INC. — added office(s): 557 -> 574 additional locations. IAPD ↗
55
ARVEST WEALTH MANAGEMENT — added office(s): 180 -> 181 additional locations. IAPD ↗
55
SUNBELT SECURITIES — added office(s): 13 -> 18 additional locations. IAPD ↗
55
VALIC FINANCIAL ADVISORS, INC. — added office(s): 148 -> 246 additional locations. IAPD ↗
55
FIRST CITIZENS INVESTOR SERVICES, INC. — added office(s): 107 -> 113 additional locations. IAPD ↗
55
PARK AVENUE SECURITIES LLC — added office(s): 399 -> 427 additional locations. IAPD ↗
55
SILVER OAK SECURITIES, INC. — added office(s): 76 -> 82 additional locations. IAPD ↗
55
MIDWESTERN SECURITIES TRADING CO.,LLC — added office(s): 71 -> 76 additional locations. IAPD ↗
55
SANFORD C. BERNSTEIN & CO., LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
55
HENSSLER FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
55
STRATEGIC ADVISERS LLC — added office(s): 2 -> 240 additional locations. IAPD ↗
55
AVANTAX ADVISORY SERVICES — added office(s): 1580 -> 1923 additional locations. IAPD ↗
55
CAPITAL ADVISORS, INC. — added office(s): 9 -> 11 additional locations. IAPD ↗
55
PRIVATE MANAGEMENT GROUP INC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
MONETA GROUP INVESTMENT ADVISORS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
55
EATON VANCE MANAGEMENT — added office(s): 2 -> 5 additional locations. IAPD ↗
55
GAMCO ASSET MANAGEMENT INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
55
CONGRESS ASSET MANAGEMENT COMPANY, LLP — added office(s): 0 -> 1 additional locations. IAPD ↗
55
1834 INVESTMENT ADVISORS CO. — added office(s): 5 -> 7 additional locations. IAPD ↗
55
R M DAVIS INC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
T. ROWE PRICE ASSOCIATES, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
55
HALBERT HARGROVE — added office(s): 15 -> 25 additional locations. IAPD ↗
55
CETERA INVESTMENT ADVISERS LLC — added office(s): 1614 -> 4816 additional locations. IAPD ↗
55
GODSEY & GIBB WEALTH MANAGEMENT — added office(s): 1 -> 3 additional locations. IAPD ↗
55
TRUEPOINT, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
55
WARWICK PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
BARINGS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
POLEN CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
WEALTHSPIRE ADVISORS — added office(s): 21 -> 24 additional locations. IAPD ↗
55
VICTORY CAPITAL MANAGEMENT INC. — added office(s): 10 -> 11 additional locations. IAPD ↗
55
SMITH SHELLNUT WILSON — added office(s): 1 -> 6 additional locations. IAPD ↗
55
AVANTAX PLANNING PARTNERS, INC. — added office(s): 108 -> 173 additional locations. IAPD ↗
55
MANULIFE INVESTMENT MANAGEMENT (US) LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
VANGUARD ADVISERS, INC. — added office(s): 2107 -> 2225 additional locations. IAPD ↗
55
BOK FINANCIAL PRIVATE WEALTH, INC. — added office(s): 7 -> 8 additional locations. IAPD ↗
55
UBS ASSET MANAGEMENT (AMERICAS) LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
55
WINSLOW CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
FIRST TRUST ADVISORS LP — added office(s): 2 -> 4 additional locations. IAPD ↗
55
TEACHERS ADVISORS, LLC — added office(s): 14 -> 19 additional locations. IAPD ↗
55
PPM AMERICA INC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
SAVANT WEALTH MANAGEMENT — added office(s): 40 -> 42 additional locations. IAPD ↗
55
MEDIQUS ASSET ADVISORS, INC. — added office(s): 0 -> 5 additional locations. IAPD ↗
55
MORNINGSTAR INVESTMENT MANAGEMENT LLC — added office(s): 25 -> 40 additional locations. IAPD ↗
55
CADINHA & CO LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
55
SUNCOAST EQUITY MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
BRIGHTON JONES LLC — added office(s): 18 -> 20 additional locations. IAPD ↗
55
HCR WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
PRINCIPAL ASSET MANAGEMENT — added office(s): 19 -> 21 additional locations. IAPD ↗
55
ASSETMARK, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
55
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
TREK FINANCIAL — added office(s): 32 -> 35 additional locations. IAPD ↗
55
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
55
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — added office(s): 63 -> 70 additional locations. IAPD ↗
55
IAG WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
MAI CAPITAL MANAGEMENT, LLC — added office(s): 26 -> 29 additional locations. IAPD ↗
55
BEAM WEALTH ADVISORS, INC. — added office(s): 28 -> 29 additional locations. IAPD ↗
55
SENTINEL PENSION ADVISORS INC — added office(s): 10 -> 23 additional locations. IAPD ↗
55
SOL CAPITAL MANAGEMENT CO — added office(s): 9 -> 10 additional locations. IAPD ↗
55
WESTWOOD MANAGEMENT CORP — added office(s): 2 -> 3 additional locations. IAPD ↗
55
WESTMINSTER FINANCIAL ADVISORY CORP — added office(s): 12 -> 21 additional locations. IAPD ↗
55
MORGAN STANLEY INVESTMENT MANAGEMENT INC. — added office(s): 8 -> 10 additional locations. IAPD ↗
55
BECKER CAPITAL MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
55
BROOKFIELD PUBLIC SECURITIES GROUP LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
BUCKHEAD CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
NEXT CAPITAL MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
EAGLE STRATEGIES LLC — added office(s): 849 -> 864 additional locations. IAPD ↗
55
ALLSPRING FUNDS MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
CG ADVISORY SERVICES — added office(s): 25 -> 31 additional locations. IAPD ↗
55
TLG ADVISORS, INC. — added office(s): 96 -> 107 additional locations. IAPD ↗
55
WEALTHCARE CAPITAL MANAGEMENT LLC — added office(s): 18 -> 21 additional locations. IAPD ↗
55
CHOREO, LLC — added office(s): 33 -> 34 additional locations. IAPD ↗
55
COOPER MCMANUS — added office(s): 23 -> 24 additional locations. IAPD ↗
55
U.S. BANCORP ASSET MANAGEMENT, INC. — added office(s): 5 -> 25 additional locations. IAPD ↗
55
GREYCOURT & CO., INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
55
EMPOWER ADVISORY GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
MISSION WEALTH MANAGEMENT, LP — added office(s): 32 -> 37 additional locations. IAPD ↗
55
AFFIANCE FINANCIAL LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
55
MAIN STREET RESEARCH LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
ONE CAPITAL MANAGEMENT, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
55
MCMORGAN & COMPANY LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
WAVERLY ADVISORS, LLC — added office(s): 35 -> 38 additional locations. IAPD ↗
55
TRUE NORTH ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
55
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — added office(s): 105 -> 144 additional locations. IAPD ↗
55
SYNERGY ASSET MANAGEMENT, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
55
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
55
BEACON POINTE ADVISORS, LLC — added office(s): 52 -> 65 additional locations. IAPD ↗
55
MAIN MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
PARTNERS CAPITAL INVESTMENT GROUP, LLP — added office(s): 6 -> 7 additional locations. IAPD ↗
55
SYMMETRY PARTNERS — added office(s): 1 -> 3 additional locations. IAPD ↗
55
CERTIFIED ADVISORY CORP — added office(s): 5 -> 6 additional locations. IAPD ↗
55
NFP RETIREMENT INC. — added office(s): 26 -> 44 additional locations. IAPD ↗
55
SCS CAPITAL MANAGEMENT LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
55
RETIREMENT PLAN ADVISORS, LLC — added office(s): 26 -> 28 additional locations. IAPD ↗
55
REHMANN WEALTH — added office(s): 12 -> 13 additional locations. IAPD ↗
55
THE CAPROCK GROUP, LLC — added office(s): 8 -> 11 additional locations. IAPD ↗
55
VALEO FINANCIAL ADVISORS, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
55
APRIO WEALTH MANAGEMENT, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
55
CARY STREET PARTNERS — added office(s): 17 -> 23 additional locations. IAPD ↗
55
SUMMITRY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
ABACUS WEALTH PARTNERS — added office(s): 13 -> 27 additional locations. IAPD ↗
55
PNC INVESTMENTS — added office(s): 572 -> 610 additional locations. IAPD ↗
55
BOLTON GLOBAL ASSET MANAGEMENT — added office(s): 65 -> 73 additional locations. IAPD ↗
55
CERTUITY, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 4 -> 8 additional locations. IAPD ↗
55
MCF ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
PERIGON WEALTH MANAGEMENT, LLC — added office(s): 44 -> 46 additional locations. IAPD ↗
55
WAYPOINT WEALTH PARTNERS — added office(s): 0 -> 12 additional locations. IAPD ↗
55
BASSO CAPITAL MANAGEMENT, L.P. — added office(s): 0 -> 2 additional locations. IAPD ↗
55
REDWOOD INVESTMENTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
GENERAL ATLANTIC SERVICE COMPANY, L.P. — added office(s): 13 -> 29 additional locations. IAPD ↗
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — added office(s): 2192 -> 2260 additional locations. IAPD ↗
55
UNITED CAPITAL FINANCIAL ADVISORS — added office(s): 40 -> 41 additional locations. IAPD ↗
55
KEY INVESTMENT SERVICES LLC — added office(s): 14 -> 25 additional locations. IAPD ↗
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
55
HERITAGE WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
55
MV CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
MARINER WEALTH — added office(s): 68 -> 115 additional locations. IAPD ↗
55
LARSON FINANCIAL GROUP, LLC — added office(s): 14 -> 18 additional locations. IAPD ↗
55
PARALLEL ADVISORS, LLC — added office(s): 13 -> 17 additional locations. IAPD ↗
55
STRATEGIC FINANCIAL CONCEPTS, LLC — added office(s): 25 -> 29 additional locations. IAPD ↗
55
METLIFE INVESTMENT MANAGEMENT, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
55
CALLAN CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
BELPOINTE ASSET MANAGEMENT LLC — added office(s): 95 -> 107 additional locations. IAPD ↗
55
CHECCHI CAPITAL ADVISERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
COMPOSITION WEALTH, LLC — added office(s): 5 -> 11 additional locations. IAPD ↗
55
JAFFE TILCHIN INVESTMENT PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
55
HECK CAPITAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
PURE FINANCIAL ADVISORS, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗
55
ROYAL FUND MANAGEMENT, LLC — added office(s): 81 -> 89 additional locations. IAPD ↗
55
NICHOLAS HOFFMAN & COMPANY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
HIGHTOWER ADVISORS, LLC — added office(s): 100 -> 132 additional locations. IAPD ↗
55
WPWEALTH LLP — added office(s): 6 -> 7 additional locations. IAPD ↗
55
TBH GLOBAL ASSET MANAGEMENT, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
MAINSTREET ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — added office(s): 89 -> 95 additional locations. IAPD ↗
55
ALDRICH WEALTH LP — added office(s): 3 -> 4 additional locations. IAPD ↗
55
MERCER GLOBAL ADVISORS INC. — added office(s): 83 -> 107 additional locations. IAPD ↗
55
NORTHWEST ASSET MANAGEMENT — added office(s): 66 -> 71 additional locations. IAPD ↗
55
WESPAC ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
KELLOGG ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
CARNEGIE INVESTMENT COUNSEL — added office(s): 8 -> 9 additional locations. IAPD ↗
55
GLASSMAN WEALTH SERVICES, LLC — added office(s): 11 -> 13 additional locations. IAPD ↗
55
CERITY PARTNERS LLC — added office(s): 42 -> 55 additional locations. IAPD ↗
55
VERUS CAPITAL PARTNERS, LLC — added office(s): 25 -> 27 additional locations. IAPD ↗
55
CKW FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
COASTAL BRIDGE ADVISORS — added office(s): 3 -> 5 additional locations. IAPD ↗
55
ASHTON THOMAS PRIVATE WEALTH — added office(s): 22 -> 23 additional locations. IAPD ↗
55
PRIVATE ADVISOR GROUP, LLC — added office(s): 349 -> 461 additional locations. IAPD ↗
55
LIBREMAX CAPITAL, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
55
NUVEEN ASSET MANAGEMENT, LLC — added office(s): 14 -> 19 additional locations. IAPD ↗
55
MODERA WEALTH MANAGEMENT, LLC — added office(s): 26 -> 29 additional locations. IAPD ↗
55
PROSPERITY CAPITAL ADVISORS — added office(s): 37 -> 39 additional locations. IAPD ↗
55
SUMMIT GLOBAL INVESTMENTS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
55
ALPHASTAR CAPITAL MANAGEMENT — added office(s): 58 -> 66 additional locations. IAPD ↗
55
PERMCAP INVESTMENT OFFICE — added office(s): 1 -> 2 additional locations. IAPD ↗
55
MSH CAPITAL ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
ADVISORY ALPHA, LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
55
RFG ADVISORY, LLC — added office(s): 46 -> 61 additional locations. IAPD ↗
55
VERITY ASSET MANAGEMENT — added office(s): 9 -> 11 additional locations. IAPD ↗
55
LEGACY FINANCIAL ADVISORS, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
55
NOVEM GROUP — added office(s): 7 -> 8 additional locations. IAPD ↗
55
ALLIED INVESTMENT ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
ZHANG FINANCIAL — added office(s): 7 -> 9 additional locations. IAPD ↗
55
CGN ADVISORS, LLC — added office(s): 34 -> 35 additional locations. IAPD ↗
55
JANNEY CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
THREE BELL CAPITAL LLC — added office(s): 3 -> 10 additional locations. IAPD ↗
55
CLARO ADVISORS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
55
MONTIS FINANCIAL, LLC — added office(s): 0 -> 6 additional locations. IAPD ↗
55
TIDAL INVESTMENTS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
CORNERSTONE WEALTH MANAGEMENT, LLC — added office(s): 41 -> 42 additional locations. IAPD ↗
55
ISC ADVISORS, INC. — added office(s): 11 -> 25 additional locations. IAPD ↗
55
LION STREET ADVISORS, LLC — added office(s): 27 -> 75 additional locations. IAPD ↗
55
INDEPENDENT ADVISOR ALLIANCE, LLC — added office(s): 132 -> 140 additional locations. IAPD ↗
55
RITHOLTZ WEALTH MANAGEMENT — added office(s): 13 -> 14 additional locations. IAPD ↗
55
BALEFIRE, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
55
SHEPHERD FINANCIAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
SCHECHTER INVESTMENT ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
VISIONARY WEALTH ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
55
OLD ORCHARD CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗
55
MCADAM LLC — added office(s): 66 -> 68 additional locations. IAPD ↗
55
OSAIC ADVISORY SERVICES, LLC — added office(s): 155 -> 200 additional locations. IAPD ↗
55
APELLA WEALTH — added office(s): 16 -> 19 additional locations. IAPD ↗
55
JOURNEY ADVISORY GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
SPRUCEVIEW CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
INTEGRATED ADVISORS NETWORK LLC — added office(s): 39 -> 45 additional locations. IAPD ↗
55
SPIDERROCK ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
55
THE PATRIOT FINANCIAL GROUP, LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
55
FOUNDERS FINANCIAL ALLIANCE, LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
55
THE WEALTH CONSULTING GROUP — added office(s): 34 -> 50 additional locations. IAPD ↗
55
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
55
WORLD INVESTMENT ADVISORS, LLC — added office(s): 59 -> 73 additional locations. IAPD ↗
55
SUMMIT TRAIL ADVISORS, LLC — added office(s): 5 -> 10 additional locations. IAPD ↗
55
CYNOSURE GROUP, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗
55
3EDGE ASSET MANAGEMENT, LP — added office(s): 4 -> 5 additional locations. IAPD ↗
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC — added office(s): 40 -> 43 additional locations. IAPD ↗
55
INVST, LLC — added office(s): 8 -> 12 additional locations. IAPD ↗
55
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — added office(s): 45 -> 111 additional locations. IAPD ↗
55
CONTINUUM ADVISORY, LLC — added office(s): 13 -> 18 additional locations. IAPD ↗
55
SAGESPRING WEALTH PARTNERS — added office(s): 10 -> 11 additional locations. IAPD ↗
55
MARINER ADVISOR NETWORK — added office(s): 94 -> 118 additional locations. IAPD ↗
55
LEO WEALTH, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
55
NICOLET WEALTH MANAGEMENT — added office(s): 9 -> 10 additional locations. IAPD ↗
55
THE FIDUCIARY ALLIANCE — added office(s): 18 -> 20 additional locations. IAPD ↗
55
XML FINANCIAL GROUP — added office(s): 16 -> 24 additional locations. IAPD ↗
55
GPS WEALTH STRATEGIES GROUP, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
55
SEPIO CAPITAL, LP — added office(s): 3 -> 4 additional locations. IAPD ↗
55
CRESTWOOD ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
55
PERENNIAL FINANCIAL SERVICES — added office(s): 10 -> 15 additional locations. IAPD ↗
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
55
GRYPHON FINANCIAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
VERDENCE CAPITAL ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
CRESSET ASSET MANAGEMENT, LLC — added office(s): 25 -> 31 additional locations. IAPD ↗
55
PRIME CAPITAL FINANCIAL — added office(s): 70 -> 77 additional locations. IAPD ↗
55
ARKADIOS WEALTH ADVISORS — added office(s): 44 -> 64 additional locations. IAPD ↗
55
VALLEY WEALTH STRATEGIES, LLC — added office(s): 19 -> 20 additional locations. IAPD ↗
55
OPAL WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
SHADE TREE ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
ROBERTSON STEPHENS — added office(s): 24 -> 25 additional locations. IAPD ↗
55
ARNHOLD LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 54 -> 64 additional locations. IAPD ↗
55
APOLLON WEALTH MANAGEMENT, LLC — added office(s): 34 -> 56 additional locations. IAPD ↗
55
TRIVIUM POINT ADVISORY, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 16 -> 47 additional locations. IAPD ↗
55
PASADENA PRIVATE WEALTH, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
55
ADERO PARTNERS, LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
55
ACCURATE WEALTH MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
55
ASPIRE CAPITAL ADVISORS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
TRANSCEND CAPITAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
INDEPENDENCE SQUARE HOLDINGS, LLC — added office(s): 7 -> 10 additional locations. IAPD ↗
55
EVOKE ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
55
SIGNAL ADVISORS WEALTH, LLC — added office(s): 12 -> 16 additional locations. IAPD ↗
55
CAPITAL CREEK PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
55
POINT OLEMA CAPITAL PARTNERS, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
F/M INVESTMENTS LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
55
WEALTHPLAN PARTNERS — added office(s): 11 -> 12 additional locations. IAPD ↗
55
MARINER INDEPENDENT — added office(s): 33 -> 50 additional locations. IAPD ↗
55
THE AMERIFLEX GROUP — added office(s): 81 -> 110 additional locations. IAPD ↗
55
FERMATA ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
55
MAIN STREET FINANCIAL SOLUTIONS, LLC — added office(s): 22 -> 24 additional locations. IAPD ↗
55
ONYX BRIDGE WEALTH GROUP LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
55
NEW EDGE WEALTH — added office(s): 13 -> 14 additional locations. IAPD ↗
55
CYNDEO WEALTH PARTNERS — added office(s): 4 -> 5 additional locations. IAPD ↗
55
MAYFLOWER ADVISORS — added office(s): 4 -> 6 additional locations. IAPD ↗
55
TRB WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
ASSUREDPARTNERS INVESTMENT ADVISORS — added office(s): 15 -> 16 additional locations. IAPD ↗
55
FORTIS CAPITAL ADVISORS, LLC — added office(s): 32 -> 40 additional locations. IAPD ↗
55
CW ADVISORS, LLC — added office(s): 14 -> 22 additional locations. IAPD ↗
55
NAVITER WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
HILL INVESTMENT GROUP — added office(s): 4 -> 6 additional locations. IAPD ↗
55
THE BALDWIN GROUP WEALTH ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
GAMMA INVESTING LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
IMPACT PARTNERSHIP WEALTH, LLC — added office(s): 49 -> 79 additional locations. IAPD ↗
55
PRIVATE WEALTH ASSET MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
55
ULLMANN WEALTH PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
55
AMERITAS ADVISORY SERVICES, LLC — added office(s): 238 -> 254 additional locations. IAPD ↗
55
CALLAN FAMILY OFFICE, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
55
VESTGEN ADVISORS, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
55
ARMSTRONG ADVISORY GROUP INC. — added office(s): 11 -> 12 additional locations. IAPD ↗
55
DAYMARK WEALTH PARTNERS, LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
55
ADVISOR PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
ETHOS FINANCIAL GROUP, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
55
STRIVE ASSET MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
55
FIDELIS CAPITAL — added office(s): 3 -> 5 additional locations. IAPD ↗
55
GATEWAY WEALTH PARTNERS, LLC — added office(s): 24 -> 25 additional locations. IAPD ↗
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 42 -> 50 additional locations. IAPD ↗
55
TITLEIST ASSET MANAGEMENT, LLC — added office(s): 11 -> 14 additional locations. IAPD ↗
55
UNITED ADVISOR GROUP — added office(s): 22 -> 23 additional locations. IAPD ↗
55
MODERN WEALTH MANAGEMENT, LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
55
PORTSIDE WEALTH GROUP, LLC — added office(s): 34 -> 35 additional locations. IAPD ↗
55
CAPITAL INVESTMENT COUNSEL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
KAUFMAN HALL INVESTMENT MANAGEMENT — added office(s): 3 -> 5 additional locations. IAPD ↗
55
SOVRAN ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
PCM ENCORE, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
53
ALLEGHENY INVESTMENTS — shrank from 49 to 13 advisory reps. IAPD ↗
53
BOK FINANCIAL ADVISORS — shrank from 151 to 145 advisory reps. IAPD ↗
53
CHAPIN DAVIS ASSET MANAGEMENT — shrank from 30 to 23 advisory reps. IAPD ↗
53
FDX ADVISORS, INC. — shrank from 9 to 5 advisory reps. IAPD ↗
53
PLANNED SOLUTIONS, INC. — shrank from 7 to 5 advisory reps. IAPD ↗
53
CHATHAM CAPITAL GROUP INC — shrank from 6 to 4 advisory reps. IAPD ↗
53
WBI INVESTMENTS, LLC — shrank from 9 to 5 advisory reps. IAPD ↗
53
WINSLOW ASSET MANAGEMENT INC — shrank from 5 to 3 advisory reps. IAPD ↗
53
TRUST ADVISORY GROUP LTD — shrank from 41 to 30 advisory reps. IAPD ↗
53
PEAK ASSET MANAGEMENT, LLC — shrank from 14 to 11 advisory reps. IAPD ↗
53
FAIRBANKS CAPITAL MANAGEMENT, INC. — shrank from 6 to 2 advisory reps. IAPD ↗
53
AUXIER ASSET MANAGEMENT — shrank from 10 to 6 advisory reps. IAPD ↗
53
SMH CAPITAL ADVISORS LLC — shrank from 4 to 2 advisory reps. IAPD ↗
53
BELL INVESTMENT ADVISORS INC — shrank from 9 to 6 advisory reps. IAPD ↗
53
HIGH FALLS ADVISORS, INC. — shrank from 11 to 7 advisory reps. IAPD ↗
53
TERRIL & COMPANY — shrank from 12 to 6 advisory reps. IAPD ↗
53
S&A FINANCIAL SERVICES, INC. — shrank from 6 to 4 advisory reps. IAPD ↗
53
PORTER WHITE INVESTMENT ADVISORS, INC. — shrank from 8 to 6 advisory reps. IAPD ↗
53
PRENTISS SMITH & COMPANY, INC. — shrank from 7 to 5 advisory reps. IAPD ↗
53
CASTLEKEEP INVESTMENT ADVISORS — shrank from 5 to 2 advisory reps. IAPD ↗
53
WEALTH ADVISORS OF IOWA, LLC — shrank from 11 to 4 advisory reps. IAPD ↗
53
ROBERTSON INVESTMENT MANAGEMENT — shrank from 16 to 8 advisory reps. IAPD ↗
53
CAPITAL CITIES INVESTMENTS — shrank from 19 to 15 advisory reps. IAPD ↗
53
LEWIS FINANCIAL MANAGEMENT, LLC — shrank from 4 to 1 advisory reps. IAPD ↗
53
CARGILE INVESTMENT MANAGEMENT — shrank from 3 to 1 advisory reps. IAPD ↗
53
DIVERSIFIED FINANCIAL ADVISORS, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
53
VESTGEN INVESTMENT MANAGEMENT — shrank from 20 to 16 advisory reps. IAPD ↗
53
GERBER, LLC — shrank from 5 to 2 advisory reps. IAPD ↗
53
FAI ADVISORS, INC. — shrank from 8 to 5 advisory reps. IAPD ↗
53
MOSELEY INVESTMENT MANAGEMENT, INC. — shrank from 5 to 3 advisory reps. IAPD ↗
53
SYMPHONY FINANCIAL SERVICES, INC. — shrank from 9 to 7 advisory reps. IAPD ↗
53
THE STRATEGIC FINANCIAL ALLIANCE — shrank from 56 to 46 advisory reps. IAPD ↗
53
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. — shrank from 73 to 66 advisory reps. IAPD ↗
53
REALTA INVESTMENT ADVISORS, INC — shrank from 72 to 54 advisory reps. IAPD ↗
53
ATS WEALTH MANAGEMENT — shrank from 5 to 2 advisory reps. IAPD ↗
53
BHK INVESTMENT ADVISORS — shrank from 6 to 4 advisory reps. IAPD ↗
53
HI-LINE CAPITAL MANAGEMENT, LLC — shrank from 5 to 2 advisory reps. IAPD ↗
53
ADASINA SOCIAL CAPITAL — shrank from 9 to 5 advisory reps. IAPD ↗
53
TRINITY PORTFOLIO ADVISORS, LLC — shrank from 12 to 8 advisory reps. IAPD ↗
53
WAMBOLT & ASSOCIATES, LLC — shrank from 10 to 6 advisory reps. IAPD ↗
53
APPOMATTOX ADVISORY, INC — shrank from 6 to 4 advisory reps. IAPD ↗
53
CREAND MANAGEMENT — shrank from 17 to 11 advisory reps. IAPD ↗
53
CANNELL CAPITAL LLC — shrank from 5 to 3 advisory reps. IAPD ↗
53
DEFENDER CAPITAL — shrank from 7 to 2 advisory reps. IAPD ↗
53
SEQUENT PLANNING, LLC — shrank from 75 to 70 advisory reps. IAPD ↗
53
MURPHY & SYLVEST — shrank from 8 to 6 advisory reps. IAPD ↗
53
TEAMWORK FINANCIAL ADVISORS, LLC — shrank from 17 to 13 advisory reps. IAPD ↗
53
STEWARDSHIP ADVISORY GROUP, LLC — shrank from 10 to 6 advisory reps. IAPD ↗
53
FIRST ADVISORS NATIONAL, LLC — shrank from 69 to 56 advisory reps. IAPD ↗
53
ROYAL OAK FINANCIAL GROUP — shrank from 4 to 0 advisory reps. IAPD ↗
53
ARAGON CAPITAL LLC — shrank from 11 to 8 advisory reps. IAPD ↗
53
INSIGHT ADVISORS, LLC — shrank from 19 to 15 advisory reps. IAPD ↗
53
TRU INDEPENDENCE ASSET MANAGEMENT, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
53
360 FINANCIAL — shrank from 8 to 5 advisory reps. IAPD ↗
53
JACKSON SQUARE PARTNERS, LLC — shrank from 8 to 4 advisory reps. IAPD ↗
53
SEQUOIA WEALTH MANAGEMENT, LLC — shrank from 20 to 16 advisory reps. IAPD ↗
53
DENVER PWM, LLC — shrank from 13 to 5 advisory reps. IAPD ↗
53
ALASKA WEALTH ADVISORS — shrank from 13 to 10 advisory reps. IAPD ↗
53
INTEGRITY WEALTH ADVISORS, LLC — shrank from 8 to 4 advisory reps. IAPD ↗
53
PITON INVESTMENT MANAGEMENT, LP — shrank from 7 to 5 advisory reps. IAPD ↗
53
LOKKEN INVESTMENT GROUP, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
53
MATRIX PRIVATE CAPITAL GROUP — shrank from 7 to 3 advisory reps. IAPD ↗
53
GOODMAN ADVISORY GROUP, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
SFG WEALTH MANAGEMENT — shrank from 15 to 11 advisory reps. IAPD ↗
53
WISS PRIVATE CLIENT ADVISORS, LLC — shrank from 8 to 6 advisory reps. IAPD ↗
53
WEALTH ADVISORY SOLUTIONS, LLC — shrank from 11 to 8 advisory reps. IAPD ↗
53
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC — shrank from 8 to 5 advisory reps. IAPD ↗
53
INNEALTA CAPITAL — shrank from 9 to 4 advisory reps. IAPD ↗
53
NAPATREE CAPITAL LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
HASSELL WEALTH MANAGEMENT — shrank from 6 to 4 advisory reps. IAPD ↗
53
EPG WEALTH MANAGEMENT LLC — shrank from 12 to 9 advisory reps. IAPD ↗
53
COMPASS GROUP INVESTMENTS SOLUTIONS LLC — shrank from 7 to 5 advisory reps. IAPD ↗
53
INTERCHANGE CAPITAL PARTNERS — shrank from 6 to 4 advisory reps. IAPD ↗
53
THE INVICTUS COLLECTIVE, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
53
GALLIOTT CAPITAL ADVISORS, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
53
TRACTION FINANCIAL PARTNERS — shrank from 8 to 5 advisory reps. IAPD ↗
53
INTERGY PRIVATE WEALTH, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
TERRA WEALTH — shrank from 52 to 39 advisory reps. IAPD ↗
53
OCTOGONE NA — shrank from 7 to 3 advisory reps. IAPD ↗
53
PARR MCKNIGHT WEALTH MANAGEMENT GROUP — shrank from 7 to 5 advisory reps. IAPD ↗
53
BOK FINANCIAL ADVISORS — added office(s): 109 -> 113 additional locations. IAPD ↗
53
CHAPIN DAVIS ASSET MANAGEMENT — added office(s): 9 -> 12 additional locations. IAPD ↗
53
TOBIAS FINANCIAL ADVISORS — added office(s): 2 -> 5 additional locations. IAPD ↗
53
MPM WEALTH ADVISORS — added office(s): 11 -> 12 additional locations. IAPD ↗
53
PVG ASSET MANAGEMENT CORP — added office(s): 2 -> 3 additional locations. IAPD ↗
53
WEINBERGER ASSET MANAGEMENT, INC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
SMITHBRIDGE ASSET MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FINANCIAL ASSET MANAGEMENT CORP — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PORTFOLIO STRATEGIES INC NY — added office(s): 1 -> 2 additional locations. IAPD ↗
53
ITS ASSET MANAGEMENT, L.P. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
AVISO WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
53
LOMBARD ADVISERS INCORPORATED — added office(s): 21 -> 25 additional locations. IAPD ↗
53
BOUVEL INVESTMENT PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
COVENANT ASSET MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
53
MEIRA WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
53
ENDOWMENT WEALTH MANAGEMENT, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
53
U.S. FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FINANCIAL INSIGHTS WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
GOODPASTURE GRAY — added office(s): 1 -> 2 additional locations. IAPD ↗
53
REDW WEALTH LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
AZA CAPITAL MANAGEMENT — added office(s): 1 -> 4 additional locations. IAPD ↗
53
BEECH HILL ADVISORS, INC — added office(s): 4 -> 6 additional locations. IAPD ↗
53
ARBOR CAPITAL MANAGEMENT INC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
MORLING FINANCIAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
CONSULTIVA WEALTH MANAGEMENT, CORP. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
NEUMANN CAPITAL MANAGEMENT — added office(s): 0 -> 3 additional locations. IAPD ↗
53
MWA FINANCIAL SERVICES, INC. — added office(s): 81 -> 97 additional locations. IAPD ↗
53
GALLACHER CAPITAL MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
WINDWARD PRIVATE WEALTH MANAGEMENT INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
53
CAPITAL IDEAS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
SHILANSKI & ASSOCIATES, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
53
ASCENDANT FINANCIAL SOLUTIONS, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
53
FREEGULLIVER, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
AMERANT INVESTMENTS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
53
PINNACLE WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
53
FINANCIAL & TAX ARCHITECTS, LLC — added office(s): 18 -> 20 additional locations. IAPD ↗
53
MOSELEY INVESTMENT MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
INTERACTIVE FINANCIAL ADVISORS — added office(s): 22 -> 30 additional locations. IAPD ↗
53
PKS ADVISORY SERVICES, LLC — added office(s): 17 -> 25 additional locations. IAPD ↗
53
RB CAPITAL MANAGEMENT, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
53
PACIFICA CAPITAL INVESTMENTS — added office(s): 2 -> 3 additional locations. IAPD ↗
53
FRISCH FINANCIAL GROUP, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
53
CWC ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MAINSAIL ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
TARGETED FINANCIAL SERVICES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PROSTATIS FINANCIAL ADVISORS GROUP — added office(s): 8 -> 10 additional locations. IAPD ↗
53
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
KENDALL CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
MARYLAND CAPITAL ADVISORS, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
53
CAPITAL MARKETS IQ, LLC — added office(s): 17 -> 18 additional locations. IAPD ↗
53
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FUTURA ASSET ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
DAI WEALTH, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗
53
STONE HOUSE INVESTMENT MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
CONCORDE ASSET MANAGEMENT, LLC — added office(s): 40 -> 56 additional locations. IAPD ↗
53
CAPCO ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
HALLADOR INVESTMENT ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MARKOWSKI INVESTMENTS — added office(s): 6 -> 8 additional locations. IAPD ↗
53
SAMALIN WEALTH — added office(s): 4 -> 5 additional locations. IAPD ↗
53
TRUE WEALTH DESIGN, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
GUARDIAN WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
BARRY INVESTMENT ADVISORS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
53
THE MARSHALL FINANCIAL GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CAPE INVESTMENT ADVISORY, INC. — added office(s): 29 -> 34 additional locations. IAPD ↗
53
LANTERN WEALTH ADVISORS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
STRATEGIC FINANCIAL PARTNERS, LTD — added office(s): 6 -> 7 additional locations. IAPD ↗
53
CENTRAL TRUST BANK — added office(s): 0 -> 3 additional locations. IAPD ↗
53
RALEIGH CAPITAL MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ADAMS ASHBY FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SLAGLE FINANCIAL, LLC. — added office(s): 8 -> 9 additional locations. IAPD ↗
53
BEAUMONT ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
CHERRY TREE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ASSET ALLOCATION STRATEGIES, LLC — added office(s): 26 -> 28 additional locations. IAPD ↗
53
RESEARCH FINANCIAL STRATEGIES — added office(s): 6 -> 7 additional locations. IAPD ↗
53
RCM WEALTH ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
53
SOUTHLAND EQUITY PARTNERS, LLC. — added office(s): 15 -> 16 additional locations. IAPD ↗
53
SIMPLIFI, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
MMA ASSET MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
EMPIRICAL ASSET MANAGEMENT, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
53
JT STRATFORD, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
KINGDOM FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
COMPASS FINANCIAL MANAGEMENT LLC — added office(s): 7 -> 24 additional locations. IAPD ↗
53
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — added office(s): 8 -> 9 additional locations. IAPD ↗
53
SENSIBLE MONEY, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
INVESTOR FAN — added office(s): 10 -> 11 additional locations. IAPD ↗
53
HARVEST INVESTMENT SERVICES, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
53
BERNARD WEALTH MANAGEMENT CORP. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FSA INVESTMENT GROUP, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
DARWIN WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
53
TCFG INVESTMENT ADVISORS, LLC — added office(s): 19 -> 21 additional locations. IAPD ↗
53
FULLCIRCLE WEALTH LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
AXIS WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
VANTAGE POINT WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
53
ARMSTRONG DIXON — added office(s): 0 -> 1 additional locations. IAPD ↗
53
LECONTE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
LOGICA CAPITAL ADVISERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
SANCHEZ WEALTH MANAGEMENT GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CAPITAL PLANNING, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
ALLIANCE WEALTH MANAGEMENT GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
MYSTIC ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SEQUOIA WEALTH MANAGEMENT, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
53
FLOURISH WEALTH MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
DIVERSIFIED FINANCIAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
LWM ADVISORY SERVICES, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
COTTAGE STREET ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
TYLER-STONE WEALTH MANAGEMENT, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
UPSTART WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
COYLE CAPITAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
QUARTZ PARTNERS INVESTMENT MANAGEMENT — added office(s): 8 -> 9 additional locations. IAPD ↗
53
LEGACY WEALTH MANAGEMENT, LLC — added office(s): 6 -> 21 additional locations. IAPD ↗
53
TUCKER ASSET MANAGEMENT LLC — added office(s): 57 -> 60 additional locations. IAPD ↗
53
ALIGN IMPACT, LLC — added office(s): 2 -> 12 additional locations. IAPD ↗
53
CASTLE ROCK WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — added office(s): 21 -> 27 additional locations. IAPD ↗
53
EQUITA FINANCIAL NETWORK, INC. — added office(s): 14 -> 17 additional locations. IAPD ↗
53
KANEN WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
KINETIC INVESTMENT MANAGEMENT, INC. — added office(s): 12 -> 14 additional locations. IAPD ↗
53
PARADIGM WEALTH ADVISORY LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
MARTIN WEALTH SOLUTIONS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
WOODSTOCK WEALTH MANAGEMENT, INC. — added office(s): 23 -> 24 additional locations. IAPD ↗
53
DUET ADVISORY SERVICES LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
PLUM STREET ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
53
CLARK ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
DONOGHUE FORLINES LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
XYPN INVEST — added office(s): 17 -> 20 additional locations. IAPD ↗
53
MAYTECH GLOBAL INVESTMENTS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
WHITAKER-MYERS WEALTH MANAGERS, LTD. — added office(s): 24 -> 27 additional locations. IAPD ↗
53
ALPHA BETA GAMMA WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
53
INTEGRA GLOBAL ADVISORS LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
53
FLORIDA FINANCIAL ADVISORS, LLC — added office(s): 10 -> 16 additional locations. IAPD ↗
53
INTEGRITY ADVISORY SOLUTIONS — added office(s): 13 -> 71 additional locations. IAPD ↗
53
PRACTICE FINANCIAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
53
BRIO FINANCIAL GROUP — added office(s): 1 -> 3 additional locations. IAPD ↗
53
PEAK PLANNING GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
FORTRESS PRIVATE LEDGER, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
THAYER PARTNERS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
CHICORY WEALTH — added office(s): 8 -> 10 additional locations. IAPD ↗
53
EQ WEALTH MANAGEMENT — added office(s): 5 -> 11 additional locations. IAPD ↗
53
INNEALTA CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FIDELIS WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MAIA WEALTH — added office(s): 4 -> 7 additional locations. IAPD ↗
53
PRINCIPAL ADVISED SERVICES — added office(s): 46 -> 157 additional locations. IAPD ↗
53
VAN CLEMENS WEALTH MANAGEMENT, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
53
MARSJEWETT FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PGI WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
53
Q CAPITAL SOLUTIONS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FINANCIAL TRANSPARENCY — added office(s): 11 -> 13 additional locations. IAPD ↗
53
SPECTRUM WEALTH ADVISORY GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
OPTIMA ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
SCHORN WEALTH — added office(s): 2 -> 3 additional locations. IAPD ↗
53
INVESTMENT RESEARCH PARTNERS — added office(s): 0 -> 3 additional locations. IAPD ↗
53
EAGLEBROOK ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PRESIDIO CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
BURKHOLDER WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SYNERGY INVESTMENT MANAGEMENT LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
53
CREEKMUR ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
HOXTON WEALTH USA LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
53
LINDENWOLD ADVISORS INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
OXLER PRIVATE WEALTH — added office(s): 2 -> 4 additional locations. IAPD ↗
53
THE KELLY GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
53
RISKBRIDGE ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
VENATOR MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
BOS ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
CITY DIFFERENT INVESTMENTS — added office(s): 3 -> 4 additional locations. IAPD ↗
53
KERA CAPITAL PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
53
THEPARTNERS WEALTH MANAGEMENT — added office(s): 12 -> 17 additional locations. IAPD ↗
53
GLASSY MOUNTAIN ADVISORS, INC. — added office(s): 2 -> 9 additional locations. IAPD ↗
53
ENZI WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
53
VANTAGE FINANCIAL PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
ALLOCATE MANAGEMENT COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
STRATEGIC ADVOCATES, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
TRANSCE3ND LLC — added office(s): 12 -> 16 additional locations. IAPD ↗
53
UNIVERSAL FINANCIAL ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
APOLLON FINANCIAL, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
53
ATLAS FIDUCIARY SERVICES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SOLLINDA CAPITAL MANAGEMENT LLC — added office(s): 1 -> 7 additional locations. IAPD ↗
53
ONEASCENT FAMILY OFFICES — added office(s): 4 -> 5 additional locations. IAPD ↗
53
CRAFT & SAGE WEALTH — added office(s): 2 -> 3 additional locations. IAPD ↗
53
EAGLE WEALTH STRATEGIES — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SECOND LINE CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
STENGER FAMILY OFFICE, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CORNERSTONE ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
BRIDGEPORT FINANCIAL SOLUTIONS — added office(s): 5 -> 8 additional locations. IAPD ↗
53
LEGACY WEALTH ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
TRIAD WEALTH PARTNERS, LLC — added office(s): 0 -> 9 additional locations. IAPD ↗
53
BBVA GLOBAL WEALTH ADVISORS, INC. — added office(s): 7 -> 9 additional locations. IAPD ↗
53
CURIO WEALTH, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
53
POTENTIA WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PLATFORM WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CRUX WEALTH ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
53
A&M PRIVATE WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
PARKWOODS WEALTH PARTNERS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
SHRIER WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ADVISORS ASSET MANAGEMENT, INC. — reported RAUM down 49% ($3.85B -> $1.96B). IAPD ↗
50
SANFORD C. BERNSTEIN & CO., LLC — reported RAUM down 56% ($3.71B -> $1.65B). IAPD ↗
50
PRODIGY ASSET MANAGEMENT LLC — reported RAUM down 37% ($3.36B -> $2.13B). IAPD ↗
50
SAROFIM INTERNATIONAL MANAGEMENT CO — reported RAUM down 58% ($5.75B -> $2.43B). IAPD ↗
50
GLENMEDE INVESTMENT MANAGEMENT, LP — reported RAUM down 41% ($11.99B -> $7.07B). IAPD ↗
50
ENVESTNET PORTFOLIO SOLUTIONS, INC. — reported RAUM down 27% ($40.46B -> $29.34B). IAPD ↗
50
M.D. SASS, LLC — reported RAUM down 52% ($4.48B -> $2.17B). IAPD ↗
50
COHO PARTNERS, LTD. — reported RAUM down 52% ($4.56B -> $2.20B). IAPD ↗
50
MORNINGSTAR INVESTMENT SERVICES LLC — reported RAUM down 88% ($11.97B -> $1.39B). IAPD ↗
50
TOWER BRIDGE ADVISORS — reported RAUM down 29% ($1.86B -> $1.32B). IAPD ↗
50
SCF INVESTMENT ADVISORS, INC. — reported RAUM down 47% ($2.55B -> $1.35B). IAPD ↗
50
PROPRIETARY CAPITAL, LLC — reported RAUM down 40% ($1.93B -> $1.15B). IAPD ↗
50
GREENSPRING ADVISORS, LLC — reported RAUM down 45% ($6.90B -> $3.78B). IAPD ↗
50
REDWOOD INVESTMENTS, LLC — reported RAUM down 38% ($1.69B -> $1.05B). IAPD ↗
50
MAR VISTA INVESTMENT PARTNERS, LLC — reported RAUM down 35% ($2.31B -> $1.51B). IAPD ↗
50
NUANCE INVESTMENTS, LLC — reported RAUM down 43% ($5.00B -> $2.85B). IAPD ↗
50
TRIAN FUND MANAGEMENT, L.P. — reported RAUM down 30% ($9.05B -> $6.30B). IAPD ↗
50
GREENLINE PARTNERS — reported RAUM down 31% ($1.61B -> $1.10B). IAPD ↗
50
INTRUA FINANCIAL — reported RAUM down 27% ($1.66B -> $1.21B). IAPD ↗
50
SEPIO CAPITAL, LP — reported RAUM down 33% ($6.67B -> $4.46B). IAPD ↗
50
SALOMON AND LUDWIN — reported RAUM down 28% ($1.71B -> $1.23B). IAPD ↗
50
SYON CAPITAL LLC — reported RAUM down 30% ($2.53B -> $1.77B). IAPD ↗
50
MUTUAL OF OMAHA INVESTOR SERVICES, INC. — shrank from 285 to 277 advisory reps. IAPD ↗
50
W&S BROKERAGE SERVICES, INC. — shrank from 73 to 67 advisory reps. IAPD ↗
50
NATIONWIDE SECURITIES, LLC — shrank from 8 to 5 advisory reps. IAPD ↗
50
JOSEPH GUNNAR & CO., LLC — shrank from 11 to 5 advisory reps. IAPD ↗
50
WALL CAPITAL GROUP, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
50
INNOVEST PORTFOLIO SOLUTIONS LLC — shrank from 37 to 29 advisory reps. IAPD ↗
50
TRENT CAPITAL MANAGEMENT INC — shrank from 3 to 1 advisory reps. IAPD ↗
50
MONTICELLO ASSOCIATES INC — shrank from 28 to 22 advisory reps. IAPD ↗
50
SUN VALLEY GOLD LLC — shrank from 6 to 3 advisory reps. IAPD ↗
50
BRADFORD FINANCIAL CENTER — shrank from 12 to 8 advisory reps. IAPD ↗
50
PILE WEALTH MANAGEMENT — shrank from 4 to 2 advisory reps. IAPD ↗
50
CORRADO ADVISORS, LLC — shrank from 9 to 5 advisory reps. IAPD ↗
50
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC — shrank from 17 to 3 advisory reps. IAPD ↗
50
STOLZ & ASSOCIATES, PS — shrank from 5 to 3 advisory reps. IAPD ↗
50
CANTY FINANCIAL MANAGEMENT, INC. — shrank from 5 to 3 advisory reps. IAPD ↗
50
MUTUAL TRUST ASSET MGMT., INC. — shrank from 9 to 4 advisory reps. IAPD ↗
50
CYPRESS CAPITAL GROUP — shrank from 4 to 2 advisory reps. IAPD ↗
50
DCM ADVISORS, LLC — shrank from 9 to 6 advisory reps. IAPD ↗
50
PUBLIC EQUITY PARTNERS — shrank from 18 to 1 advisory reps. IAPD ↗
50
DRAWBRIDGE CAPITAL — shrank from 9 to 7 advisory reps. IAPD ↗
50
MCDERMOTT INVESTMENT ADVISORS, LLC — shrank from 13 to 10 advisory reps. IAPD ↗
50
GOLD MEDAL WATERS, INC. — shrank from 6 to 3 advisory reps. IAPD ↗
50
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. — shrank from 6 to 2 advisory reps. IAPD ↗
50
ALLEN CAPITAL MANAGEMENT, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
50
LD LOWE WEALTH ADVISORY — shrank from 5 to 1 advisory reps. IAPD ↗
50
BHK SECURITIES, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
LIFEPLAN GROUP — shrank from 4 to 2 advisory reps. IAPD ↗
50
AWM FINANCIAL SERVICES INC. — shrank from 11 to 6 advisory reps. IAPD ↗
50
BULLSEYE INVESTMENT MANAGEMENT, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
50
FORTUNE FINANCIAL ADVISORS, LLC — shrank from 8 to 5 advisory reps. IAPD ↗
50
FAMILY FIDUCIARY SERVICES, INC. — shrank from 7 to 4 advisory reps. IAPD ↗
50
INNOVATIVE ADVISORY GROUP — shrank from 9 to 7 advisory reps. IAPD ↗
50
LAIDLAW WEALTH MANAGEMENT LLC — shrank from 11 to 3 advisory reps. IAPD ↗
50
MONEY MANAGERS, INC. — shrank from 5 to 3 advisory reps. IAPD ↗
50
RICHWOOD INVESTMENT ADVISORS, LLC — shrank from 3 to 1 advisory reps. IAPD ↗
50
AOG WEALTH MANAGEMENT — shrank from 8 to 1 advisory reps. IAPD ↗
50
MAINLINE INVESTMENT ADVISERS, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
50
DAVINCI FINANCIAL DESIGNS — shrank from 8 to 5 advisory reps. IAPD ↗
50
PINNACLE WEALTH MANAGEMENT, INC. — shrank from 5 to 3 advisory reps. IAPD ↗
50
MYLES WEALTH MANAGEMENT, LLC — shrank from 4 to 1 advisory reps. IAPD ↗
50
JIM SAULNIER & ASSOCIATES, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
ATLANTIS WEALTH ADVISORS LLC — shrank from 6 to 4 advisory reps. IAPD ↗
50
WILLAMETTE FINANCIAL ADVISORS, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
BLACKRIDGE ASSET MANAGEMENT, LLC — shrank from 80 to 59 advisory reps. IAPD ↗
50
CENTRIC ADVISORS, LLC — shrank from 11 to 8 advisory reps. IAPD ↗
50
UP FINTECH ASSET MANAGEMENT — shrank from 6 to 2 advisory reps. IAPD ↗
50
MAQRO ADVISORS LLC — shrank from 3 to 1 advisory reps. IAPD ↗
50
BRAVIAS FINANCIAL — shrank from 9 to 6 advisory reps. IAPD ↗
50
SHARPEPOINT, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
ARCH GLOBAL ADVISORS, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
50
EMCEE INVEST — shrank from 4 to 2 advisory reps. IAPD ↗
50
LYTLE INVESTMENTS — shrank from 6 to 3 advisory reps. IAPD ↗
50
INVICTA ADVISORS LLC — shrank from 9 to 7 advisory reps. IAPD ↗
50
COREPATH WEALTH PARTNERS LLC — shrank from 6 to 4 advisory reps. IAPD ↗
50
RAYLIANT INVESTMENT RESEARCH — shrank from 16 to 11 advisory reps. IAPD ↗
50
WELLINGTON WEALTH STRATEGIES, LLC — shrank from 15 to 8 advisory reps. IAPD ↗
50
NOTTINGHAM WEALTH PARTNERS, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
50
EPIQWEST CULVER WEALTH ADVISORS LLC — shrank from 8 to 6 advisory reps. IAPD ↗
50
SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC — shrank from 36 to 3 advisory reps. IAPD ↗
50
QUANTEL ASSET MANAGEMENT LLC — shrank from 3 to 1 advisory reps. IAPD ↗
50
CALLAHAN FINANCIAL PLANNING — shrank from 5 to 3 advisory reps. IAPD ↗
50
365 WEALTH MANAGEMENT GROUP — shrank from 6 to 3 advisory reps. IAPD ↗
50
WPA FAMILY OFFICE, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
50
MORALIS TECHNOLOGIES, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
50
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. — shrank from 12 to 0 advisory reps. IAPD ↗
50
ASSET MANAGEMENT GROUP — shrank from 5 to 3 advisory reps. IAPD ↗
50
AXIM PLANNING & WEALTH — shrank from 3 to 1 advisory reps. IAPD ↗
50
KNOWN WEALTH LLC — shrank from 9 to 5 advisory reps. IAPD ↗
50
LET BOB ADVISORY, LLC — shrank from 6 to 1 advisory reps. IAPD ↗
50
IMPRINT WEALTH LLC — shrank from 18 to 1 advisory reps. IAPD ↗
50
AURORA WEALTH ADVISORS — shrank from 4 to 2 advisory reps. IAPD ↗
50
EVERGREEN WEALTH ADVISORS — shrank from 16 to 12 advisory reps. IAPD ↗
50
LITTLE RIVER CAPITAL PARTNERS, LP — shrank from 6 to 4 advisory reps. IAPD ↗
50
NATIONWIDE SECURITIES, LLC — added office(s): 3 -> 11 additional locations. IAPD ↗
50
SYNDICATED CAPITAL, INC. — added office(s): 6 -> 8 additional locations. IAPD ↗
50
B.B. GRAHAM & COMPANY, INC. — added office(s): 8 -> 9 additional locations. IAPD ↗
50
SOUTHERN CAPITAL SERVICES INC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
ROBBINS WEALTH MANAGEMENT — added office(s): 0 -> 3 additional locations. IAPD ↗
50
BEADELL A D INVESTMENT COUNSEL INC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
BOYD FINANCIAL STRATEGIES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SCHLINDWEIN ASSOCIATES LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
CORRADO ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
50
QUANTUM FINANCIAL ADVISORS INC — added office(s): 3 -> 5 additional locations. IAPD ↗
50
SPECTRUM ADVISORS, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
50
OVERRIDGE WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
DECATUR CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CAPSTONE WEALTH MANAGEMENT GROUP, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
DRAWBRIDGE CAPITAL — added office(s): 4 -> 5 additional locations. IAPD ↗
50
IKE CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TURNER FINANCIAL GROUP, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
50
MZ CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
HAWKINS INVESTMENT COUNSEL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
PARKS CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
50
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC — added office(s): 2 -> 7 additional locations. IAPD ↗
50
STONECREST ADVISORS, INC. — added office(s): 8 -> 10 additional locations. IAPD ↗
50
AMIDON & PETERSEN FINANCIALS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PARKER FINANCIAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
50
VISTICA WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT — added office(s): 7 -> 11 additional locations. IAPD ↗
50
LAIDLAW WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
THIRD SIGMA INVESTMENT ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
GRADIENT ADVISORS, LLC — added office(s): 129 -> 153 additional locations. IAPD ↗
50
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
QUEST 10 WEALTH BUILDERS, INC. — added office(s): 0 -> 5 additional locations. IAPD ↗
50
DESERT ROSE CAPITAL MANAGEMENT, INC. — added office(s): 4 -> 6 additional locations. IAPD ↗
50
THE ARCHER CONSULTING GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — added office(s): 16 -> 18 additional locations. IAPD ↗
50
SCHWAB WEALTH ADVISORY, INC. — added office(s): 67 -> 97 additional locations. IAPD ↗
50
CAPSTONE INVESTMENT GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
DONALIES FINANCIAL PLANNING, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
50
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. — added office(s): 3 -> 5 additional locations. IAPD ↗
50
RIK SAYLOR FINANCIAL, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PLANVISION, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
50
TFS ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
COHEN INVESTMENT ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
INVESTORS MOSAIC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — added office(s): 0 -> 11 additional locations. IAPD ↗
50
HIPPOCRATIC FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PARADY WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
EXCEED ADVISORY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
BIRCHVIEW CAPITAL, LP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MILLENNIAL ADVISERS, LLC. — added office(s): 4 -> 5 additional locations. IAPD ↗
50
YES WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
50
MATHIS WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
50
WRENNE FINANCIAL PLANNING LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
50
ABBINGTON INVESTMENT GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
GUIDE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TFG FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SIMMONS CAPITAL GROUP — added office(s): 1 -> 4 additional locations. IAPD ↗
50
TOUCHSTONE CAPITAL, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
FEDERAL PREP — added office(s): 1 -> 2 additional locations. IAPD ↗
50
GREAT HILL ADVISORY — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ROOTED PLANNING GROUP — added office(s): 2 -> 5 additional locations. IAPD ↗
50
Q3 ADVISORS, LLC — added office(s): 7 -> 11 additional locations. IAPD ↗
50
RIDGELINE WEALTH ADVISORS, LLC. — added office(s): 1 -> 5 additional locations. IAPD ↗
50
DAVIMAN FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
WEALTHUNITE ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
FISHER & WIENS WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ROBBINS FARLEY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
HERITAGE WEALTH PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
FBL WEALTH MANAGEMENT, LLC — added office(s): 162 -> 171 additional locations. IAPD ↗
50
EPIC WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MPI WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ECIO, INC. — added office(s): 0 -> 7 additional locations. IAPD ↗
50
BLACK KNIGHT WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
RAYLIANT INVESTMENT RESEARCH — added office(s): 0 -> 4 additional locations. IAPD ↗
50
BRIAN LOW FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
ADVISOR SHARE WEALTH MANAGEMENT, LLC — added office(s): 21 -> 35 additional locations. IAPD ↗
50
CHANNEL INVESTMENT PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SONOMA PRIVATE WEALTH LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
TEAM WEALTH & TAX ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
PARK AVENUE INVESTMENT ADVISORY, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
50
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
50
INVESTED ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
50
TRANSCEND ADVISOR GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
THE WEALTHGARDEN F.S. LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
50
INTEGRATED WEALTHCARE, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
J.M. ARBOUR, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SKYBOUND WEALTH MANAGEMENT USA, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
INTEGRITY FINANCIAL ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
50
LAKE AVENUE FINANCIAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
WINCAP FINANCIAL LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
ARBOR PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TWIN CITY PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
STREETBEAT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
NORMANDY INVESTMENT ADVISORS — added office(s): 4 -> 6 additional locations. IAPD ↗
50
FAMILY FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SENIOR TAX ADVISORY GROUP, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
IA NETWORK, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
ICW HOLDINGS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TABLEAUX WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
50
ATHENA WEALTH MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
50
HALLSTATT ADVISORS L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
OXFORD WEALTH GROUP, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
50
RANGE ADVISORY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
COINBASE ASSET MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
MOORE WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MAGNOLIA PRIVATE WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
DIAZO, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
BROADSTREET GLOBAL ADVISORS, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
50
ONEWELTH INC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MDRN CAPITAL — added office(s): 9 -> 23 additional locations. IAPD ↗
50
COVINGTONALSINA — added office(s): 0 -> 1 additional locations. IAPD ↗
50
FINANCIAL MANAGEMENT ASSOCIATES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
INDEX TECHNOLOGIES GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SPHINX INVESTMENTS LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
50
SSB&T WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
LYNK CAPITAL MANAGEMENT COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TORREN MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
QUANTCA FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ALTITUDE CAPITAL MANAGEMENT LLC — added office(s): 6 -> 15 additional locations. IAPD ↗
50
KILTER GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
50
SMART STEPS WEALTH MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
CONCURRENT ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ZERO DAY CAPITAL ENTERPRISES LLC — added office(s): 9 -> 12 additional locations. IAPD ↗
50
OUTRUNNER CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
TRUEHAVEN CAPITAL — added office(s): 0 -> 2 additional locations. IAPD ↗
50
SANDRO WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
ADVISIFI LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
50
ROUTE 20 PRIVATE WEALTH INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
YANDELL INVESTMENTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
GRP FINANCIAL SERVICES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CANDLESTICK AI — added office(s): 0 -> 1 additional locations. IAPD ↗
50
COQUINA PRIVATE WEALTH ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
50
TRUMAN WEALTH ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
50
EXCELSIOR ADVISOR NETWORK LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
48
FDX ADVISORS, INC. — reported RAUM down 59% ($2.27B -> $926.1M). IAPD ↗
48
TETON ADVISORS, LLC — reported RAUM down 28% ($456.9M -> $330.1M). IAPD ↗
48
THE H GROUP, INC. — reported RAUM down 25% ($778.2M -> $580.1M). IAPD ↗
48
GUGGENHEIM INVESTMENT ADVISORS, LLC — reported RAUM down 40% ($876.5M -> $522.0M). IAPD ↗
48
TOWLE & CO — reported RAUM down 31% ($879.3M -> $608.7M). IAPD ↗
48
ROBERTSON INVESTMENT MANAGEMENT — reported RAUM down 37% ($434.4M -> $273.1M). IAPD ↗
48
US ASSET MANAGEMENT, LLC — reported RAUM down 31% ($467.5M -> $321.2M). IAPD ↗
48
REALTA INVESTMENT ADVISORS, INC — reported RAUM down 57% ($799.7M -> $343.5M). IAPD ↗
48
MENDOTA FINANCIAL GROUP, LLC — reported RAUM down 41% ($431.1M -> $254.6M). IAPD ↗
48
JRM INVESTMENT COUNSEL. — reported RAUM down 27% ($742.0M -> $545.3M). IAPD ↗
48
KAHN BROTHERS ADVISORS LLC — reported RAUM down 30% ($621.5M -> $434.0M). IAPD ↗
48
GIA PARTNERS, LLC. — reported RAUM down 40% ($1.64B -> $984.7M). IAPD ↗
48
KABOUTER MANAGEMENT, LLC — reported RAUM down 54% ($876.7M -> $398.9M). IAPD ↗
48
APPOMATTOX ADVISORY, INC — reported RAUM down 46% ($753.9M -> $410.8M). IAPD ↗
48
CANNELL CAPITAL LLC — reported RAUM down 38% ($851.8M -> $527.6M). IAPD ↗
48
ASA MANAGED ACCOUNT MANAGERS LLC — reported RAUM down 51% ($1.88B -> $920.2M). IAPD ↗
48
ARGENT RETIREMENT PLAN ADVISORS, LLC — reported RAUM down 31% ($947.7M -> $651.9M). IAPD ↗
48
GARRISON POINT CAPITAL, LLC — reported RAUM down 30% ($485.2M -> $337.6M). IAPD ↗
48
WINDROCK WEALTH MANAGEMENT — reported RAUM down 30% ($415.3M -> $290.6M). IAPD ↗
48
JACKSON SQUARE PARTNERS, LLC — reported RAUM down 68% ($3.11B -> $995.1M). IAPD ↗
48
SHARIAPORTFOLIO, INC. — reported RAUM down 69% ($832.3M -> $260.9M). IAPD ↗
48
RIVERWATER PARTNERS LLC — reported RAUM down 31% ($871.7M -> $600.2M). IAPD ↗
48
BRIGHT FUTURES WEALTH MANAGEMENT, LLC — reported RAUM down 35% ($388.4M -> $254.4M). IAPD ↗
48
RYE BROOK CAPITAL, LLC — reported RAUM down 41% ($475.0M -> $278.6M). IAPD ↗
48
BRAINVEST WEALTH MANAGEMENT LLC — reported RAUM down 57% ($1.28B -> $553.8M). IAPD ↗
48
LGL PARTNERS, LLC — reported RAUM down 30% ($1.20B -> $847.9M). IAPD ↗
48
MASONRY CAPITAL MANAGEMENT, LLC — reported RAUM down 31% ($516.6M -> $358.8M). IAPD ↗
48
LLOYD HARBOR CAPITAL MANAGEMENT, LLC — reported RAUM down 31% ($450.9M -> $309.6M). IAPD ↗
48
LOGAN STONE — reported RAUM down 36% ($805.4M -> $513.1M). IAPD ↗
48
SAIPH CAPITAL, LLC — reported RAUM down 44% ($640.5M -> $361.4M). IAPD ↗
48
ATOMIC INVEST LLC — reported RAUM down 70% ($1.53B -> $462.9M). IAPD ↗
48
DOWNTOWN WEALTH STUDIOS, LLC — reported RAUM down 28% ($886.3M -> $635.0M). IAPD ↗
48
CAUSEY PUBLIC FINANCE — reported RAUM down 70% ($1.37B -> $415.8M). IAPD ↗
45
WILMINGTON TRUST INVESTMENT MANAGEMENT — reported RAUM down 31% ($188.9M -> $130.0M). IAPD ↗
45
COKER & PALMER — reported RAUM down 69% ($791.5M -> $244.1M). IAPD ↗
45
VANTAGE CONSULTING GROUP INC — reported RAUM down 51% ($468.7M -> $230.8M). IAPD ↗
45
WALL CAPITAL GROUP, INC. — reported RAUM down 84% ($657.7M -> $107.5M). IAPD ↗
45
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO — reported RAUM down 87% ($740.2M -> $98.9M). IAPD ↗
45
AMP WEALTH MANAGEMENT — reported RAUM down 49% ($433.7M -> $220.4M). IAPD ↗
45
PRIVATE ASSET MANAGEMENT INC — reported RAUM down 38% ($168.9M -> $105.2M). IAPD ↗
45
SUMNICHT & ASSOCIATES, LLC — reported RAUM down 65% ($287.2M -> $100.4M). IAPD ↗
45
PHILLIPS RAY CAPITAL MANAGEMENT, INC. — reported RAUM down 34% ($90.7M -> $59.5M). IAPD ↗
45
JOHN T. MCCARTHY, LLC — reported RAUM down 41% ($98.8M -> $57.8M). IAPD ↗
45
MUTUAL TRUST ASSET MGMT., INC. — reported RAUM down 76% ($241.4M -> $57.4M). IAPD ↗
45
CYPRESS CAPITAL GROUP — reported RAUM down 56% ($130.4M -> $57.5M). IAPD ↗
45
BCM WEALTH MANAGEMENT — reported RAUM down 32% ($294.5M -> $199.5M). IAPD ↗
45
DCM ADVISORS, LLC — reported RAUM down 37% ($349.8M -> $220.1M). IAPD ↗
45
CAPITAL PRESERVATION PARTNERS, INC. — reported RAUM down 26% ($262.2M -> $194.7M). IAPD ↗
45
PUBLIC EQUITY PARTNERS — reported RAUM down 100% ($6.75B -> $33.0M). IAPD ↗
45
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. — reported RAUM down 30% ($91.7M -> $64.1M). IAPD ↗
45
HODGE FINANCIAL SERVICES, LLC — reported RAUM down 75% ($164.7M -> $41.1M). IAPD ↗
45
PARTNERS CAPITAL SERVICES, INC. — reported RAUM down 32% ($138.8M -> $94.1M). IAPD ↗
45
FOREST HILL CAPITAL, LLC — reported RAUM down 43% ($258.2M -> $146.7M). IAPD ↗
45
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. — reported RAUM down 82% ($230.8M -> $42.0M). IAPD ↗
45
BLACKGOLD CAPITAL MANAGEMENT LP — reported RAUM down 70% ($594.6M -> $178.0M). IAPD ↗
45
THE EIDEARD GROUP, LLC — reported RAUM down 34% ($273.6M -> $180.9M). IAPD ↗
45
FIRST CITIZENS ASSET MANAGEMENT, INC — reported RAUM down 68% ($523.0M -> $167.0M). IAPD ↗
45
SWBC INVESTMENT COMPANY — reported RAUM down 34% ($345.8M -> $229.2M). IAPD ↗
45
ALPHAQ ADVISORS — reported RAUM down 82% ($332.5M -> $59.5M). IAPD ↗
45
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT — reported RAUM down 28% ($130.7M -> $93.8M). IAPD ↗
45
GREEN ALPHA INVESTMENTS — reported RAUM down 26% ($329.9M -> $244.2M). IAPD ↗
45
APOLLO WEALTH MANAGEMENT, LLC — reported RAUM down 55% ($70.0M -> $31.3M). IAPD ↗
45
FORTUNE FINANCIAL ADVISORS, LLC — reported RAUM down 45% ($369.0M -> $202.4M). IAPD ↗
45
CORE CAPITAL MANAGEMENT AND RESEARCH INC. — reported RAUM down 82% ($1.33B -> $243.1M). IAPD ↗
45
HUDSON COMPANIES — reported RAUM down 42% ($112.1M -> $64.8M). IAPD ↗
45
LAIDLAW WEALTH MANAGEMENT LLC — reported RAUM down 78% ($530.4M -> $114.8M). IAPD ↗
45
MONEY MANAGERS, INC. — reported RAUM down 65% ($153.4M -> $53.2M). IAPD ↗
45
ALTAI CAPITAL MANAGEMENT, L.P. — reported RAUM down 40% ($228.1M -> $136.1M). IAPD ↗
45
CERASUS ADVISORS INC — reported RAUM down 32% ($187.1M -> $127.5M). IAPD ↗
45
MARTIN CAPITAL PARTNERS, LLC — reported RAUM down 71% ($333.0M -> $95.9M). IAPD ↗
45
COLUMBIA RIVER ADVISORS — reported RAUM down 60% ($471.9M -> $189.6M). IAPD ↗
45
SAXON SECURITIES LLC — reported RAUM down 27% ($186.8M -> $137.2M). IAPD ↗
45
COVE STREET CAPITAL, LLC — reported RAUM down 65% ($364.0M -> $126.7M). IAPD ↗
45
TAVERIK CAPITAL, LLC — reported RAUM down 56% ($245.4M -> $106.8M). IAPD ↗
45
ATCAP PARTNERS, LLC — reported RAUM down 25% ($84.2M -> $62.9M). IAPD ↗
45
PMD ADVISORY — reported RAUM down 25% ($139.3M -> $104.4M). IAPD ↗
45
ARISTOTLE CREDIT PARTNERS, LLC — reported RAUM down 76% ($947.3M -> $225.0M). IAPD ↗
45
NEW POTOMAC PARTNERS LLC — reported RAUM down 72% ($210.8M -> $59.3M). IAPD ↗
45
STRATEGAS ASSET MANAGEMENT, LLC — reported RAUM down 67% ($446.5M -> $148.2M). IAPD ↗
45
VANN EQUITY MANAGEMENT LLC — reported RAUM down 71% ($701.0M -> $203.6M). IAPD ↗
45
WP ASSET MANAGEMENT — reported RAUM down 33% ($143.3M -> $96.2M). IAPD ↗
45
WINTHROP PARTNERS - WPA , LLC — reported RAUM down 47% ($68.8M -> $36.2M). IAPD ↗
45
ASPIRE PRIVATE WEALTH COUNSEL, LLC — reported RAUM down 43% ($129.4M -> $74.3M). IAPD ↗
45
MGO PRIVATE WEALTH, LLC — reported RAUM down 28% ($287.5M -> $206.2M). IAPD ↗
45
SAPIENCE INVESTMENTS, LLC — reported RAUM down 58% ($443.0M -> $184.7M). IAPD ↗
45
CAPITAL ENDURANCE GROUP, INC — reported RAUM down 34% ($127.1M -> $84.5M). IAPD ↗
45
SFI ADVISORS, LLC — reported RAUM down 28% ($239.0M -> $173.0M). IAPD ↗
45
ACRYLIC FINANCIAL, INC. — reported RAUM down 31% ($84.2M -> $58.4M). IAPD ↗
45
ARIA WEALTH MANAGEMENT — reported RAUM down 37% ($194.3M -> $122.8M). IAPD ↗
45
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC — reported RAUM down 33% ($183.2M -> $122.8M). IAPD ↗
45
ATLANTIC WEALTH PARTNERS, LLC — reported RAUM down 26% ($227.7M -> $169.4M). IAPD ↗
45
BRAZOS CAPITAL — reported RAUM down 28% ($126.2M -> $90.5M). IAPD ↗
45
DAVID CAPITAL PARTNERS, LLC — reported RAUM down 54% ($188.4M -> $86.0M). IAPD ↗
45
CMC FINANCIAL GROUP, LLC — reported RAUM down 44% ($196.3M -> $109.9M). IAPD ↗
45
PROXY WEALTH ADVISORS LLC — reported RAUM down 32% ($132.8M -> $90.0M). IAPD ↗
45
BUILD ASSET MANAGEMENT — reported RAUM down 60% ($109.5M -> $44.2M). IAPD ↗
45
TALON PRIVATE WEALTH, LLC — reported RAUM down 88% ($843.3M -> $97.9M). IAPD ↗
45
SAGE TREE WEALTH — reported RAUM down 45% ($58.4M -> $32.0M). IAPD ↗
45
COREPATH WEALTH PARTNERS LLC — reported RAUM down 37% ($348.2M -> $217.9M). IAPD ↗
45
TOAMS FINANCIAL — reported RAUM down 32% ($155.0M -> $106.0M). IAPD ↗
45
BETTER WAY LLC — reported RAUM down 35% ($157.3M -> $101.5M). IAPD ↗
45
LION CAPITAL ADVISORS LLC — reported RAUM down 38% ($222.1M -> $136.7M). IAPD ↗
45
WELLINGTON WEALTH STRATEGIES, LLC — reported RAUM down 50% ($289.6M -> $145.6M). IAPD ↗
45
ALIGNMENT FINANCIAL GROUP — reported RAUM down 95% ($315.7M -> $15.0M). IAPD ↗
45
NOTTINGHAM WEALTH PARTNERS, INC. — reported RAUM down 29% ($92.9M -> $65.6M). IAPD ↗
45
CARDEA CAPITAL ADVISORS, LLC — reported RAUM down 28% ($147.5M -> $105.8M). IAPD ↗
45
LSB WEALTH MANAGEMENT — reported RAUM down 25% ($231.8M -> $173.0M). IAPD ↗
45
KAILIX ADVISORS LLC — reported RAUM down 35% ($333.0M -> $217.5M). IAPD ↗
45
ROSENBLATT GLOBAL ADVISORS — reported RAUM down 99% ($152.1M -> $1.0M). IAPD ↗
45
COPE CONNELLY — reported RAUM down 68% ($244.9M -> $79.1M). IAPD ↗
45
HUDSON PARK MANAGEMENT, LLC — reported RAUM down 48% ($109.0M -> $57.0M). IAPD ↗
45
BANCREEK CAPITAL MANAGEMENT, LP — reported RAUM down 38% ($203.4M -> $125.2M). IAPD ↗
45
AMICORP WEALTH SERVICES — reported RAUM down 82% ($119.2M -> $21.4M). IAPD ↗
45
IMPRINT WEALTH LLC — reported RAUM down 85% ($709.1M -> $107.2M). IAPD ↗
45
COINBASE ASSET MANAGEMENT, LLC — reported RAUM down 69% ($281.6M -> $87.9M). IAPD ↗
45
AURORA WEALTH ADVISORS — reported RAUM down 27% ($184.4M -> $133.9M). IAPD ↗
45
ALPINE HILL ADVISORS LLC — reported RAUM down 27% ($158.4M -> $115.3M). IAPD ↗
45
EDLY ADVISORS — reported RAUM down 49% ($39.0M -> $19.8M). IAPD ↗
45
RATSON ADVISORY LLC — reported RAUM down 79% ($405.5M -> $85.5M). IAPD ↗
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ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC — grew from 92 to 106 advisory reps. IAPD ↗institutional
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BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC — grew from 98 to 108 advisory reps. IAPD ↗institutional
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BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — grew from 170 to 210 advisory reps. IAPD ↗institutional
69
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BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC — grew from 1175 to 1219 advisory reps. IAPD ↗fund
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SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — grew from 103 to 109 advisory reps. IAPD ↗institutional
66
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PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — grew from 18 to 27 advisory reps. IAPD ↗fund
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PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗institutional
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PERSHING SQUARE GP, LLC — (NEW YORK, NY) left the SEC roster (was $1.45B RAUM, 10 reps). IAPD ↗institutional
55
INFRABRIDGE INVESTORS (US) LIMITED — (BOCA RATON, FL) left the SEC roster (was $1.82B RAUM, 9 reps). IAPD ↗institutional
55
JVM CAPITAL L.L.C. — (OAK BROOK, IL) left the SEC roster (was $1.47B RAUM, 7 reps). IAPD ↗institutional
55
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD — grew from 317 to 430 advisory reps. IAPD ↗foreign
55
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BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. — grew from 1175 to 1219 advisory reps. IAPD ↗foreign
55
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GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — grew from 30 to 46 advisory reps. IAPD ↗foreign
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CSL III ADVISOR, LLC — (NEW YORK, NY) left the SEC roster (was $487.5M RAUM, 160 reps). IAPD ↗institutional
53
PANAGRAM CAPITAL CORPORATION ADVISER, LLC — (NEW YORK, NY) left the SEC roster (was $262.7M RAUM, 9 reps). IAPD ↗institutional
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M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC — grew from 1 to 3 advisory reps. IAPD ↗fund
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WEISS MULTI-STRATEGY ADVISERS LLC — (NEW YORK, NY) left the SEC roster (was $7.33B RAUM, 55 reps). IAPD ↗fund
50
ASHFIELD CAPITAL PARTNERS — (SAN FRANCISCO, CA) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗institutional
50
CAPRA IBEX ADVISORS LLC — (NEW YORK, NY) left the SEC roster (was $146.7M RAUM, 5 reps). IAPD ↗institutional
50
50
OLDEN LANE ADVISORS LLC — (BRIDGEWATER, NJ) left the SEC roster (was $19.2M RAUM, 4 reps). IAPD ↗institutional
50
50
RULE ADVISORS, LLC — (location n/a) left the SEC roster (was $136.5M RAUM, 1 reps). IAPD ↗institutional
50
MAGARI ADVISORS, LLC — (NEW YORK, NY) left the SEC roster (was $122.7M RAUM, 4 reps). IAPD ↗institutional
50
ACCORD ASSET PARTNERS, LLC — (SAN DIEGO, CA) left the SEC roster (was $168.0M RAUM, 7 reps). IAPD ↗institutional
50
RAINBOOK ADVISORS, LLC — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗institutional
50
LINCOLN INVESTMENT ADVISERS LLC — (DALLAS, TX) left the SEC roster (was $0 RAUM, 6 reps). IAPD ↗institutional
50
GRACIAN CAPITAL LLC — (SOLANA BEACH, CA) left the SEC roster (was $111.3M RAUM, 2 reps). IAPD ↗institutional
50
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CREDIT SUISSE SECURITIES (USA) LLC — (NEW YORK, NY) left the SEC roster (was $805.3M RAUM, 2 reps). IAPD ↗fund
48
STONEPINE CAPITAL MANAGEMENT, LLC — (BEND, OR) left the SEC roster (was $347.8M RAUM, 4 reps). IAPD ↗fund
48
AQUILO CAPITAL MANAGEMENT, LLC — (SAN FRANCISCO, CA) left the SEC roster (was $257.6M RAUM, 5 reps). IAPD ↗fund
48
P & S CREDIT MANAGEMENT, L.P. — (NEW YORK, NY) left the SEC roster (was $500.7M RAUM, 6 reps). IAPD ↗fund
48
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC — (SAN MATEO, CA) left the SEC roster (was $758.0M RAUM, 1 reps). IAPD ↗fund
48
48
D. E. SHAW RENEWABLE INVESTMENTS, L.L.C. — (NEW YORK, NY) left the SEC roster (was $971.7M RAUM, 32 reps). IAPD ↗fund
48
SNOWCAT CAPITAL MANAGEMENT LP — (NEW YORK, NY) left the SEC roster (was $500.6M RAUM, 3 reps). IAPD ↗fund
48
48
Z2 INVESTMENT MANAGEMENT, LP — (STAMFORD, CT) left the SEC roster (was $859.6M RAUM, 8 reps). IAPD ↗fund
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BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED — grew from 11 to 17 advisory reps. IAPD ↗foreign
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45
MILLRACE ASSET GROUP, INC. — (BERWYN, PA) left the SEC roster (was $194.1M RAUM, 4 reps). IAPD ↗fund
45
45
AXEL CAPITAL MANAGEMENT, LLC — (NEW YORK, NY) left the SEC roster (was $27.6M RAUM, 2 reps). IAPD ↗fund
45
PERENNIAL CAPITAL ADVISORS, LLC — (BOSTON, MA) left the SEC roster (was $92.0M RAUM, 4 reps). IAPD ↗fund
45
TEGEAN CAPITAL MANAGEMENT, LLC — (NEW YORK, NY) left the SEC roster (was $205.4M RAUM, 3 reps). IAPD ↗fund
45
45
TALL TREE INVESTMENT MANAGEMENT, LLC — (WARRENVILLE, IL) left the SEC roster (was $235.3M RAUM, 6 reps). IAPD ↗fund
45
B. RILEY CAPITAL MANAGEMENT — (LOS ANGELES, CA) left the SEC roster (was $200.4M RAUM, 1 reps). IAPD ↗fund
45
45
BLUEMAR CAPITAL MANAGEMENT, LLC — (MIAMI, FL) left the SEC roster (was $123.8M RAUM, 1 reps). IAPD ↗fund
45
MORGENTHALER MANAGEMENT CORPORATION — (PORTOLA VALLEY, CA) left the SEC roster (was $106.7M RAUM, 9 reps). IAPD ↗fund
45
UPWELLING CAPITAL GROUP LLC — (DAVIS, CA) left the SEC roster (was $115.2M RAUM, 6 reps). IAPD ↗fund
45
MPA CAPITAL MANAGEMENT LLC — (WILMINGTON, DE) left the SEC roster (was $60.5M RAUM, 2 reps). IAPD ↗fund
45
45
GAMMA REAL ESTATE CAPITAL MANAGEMENT, INC. — (NEW YORK, NY) left the SEC roster (was $108.5M RAUM, 2 reps). IAPD ↗fund
45
45
JUNA EQUITY PARTNERS, LP — (WESTPORT, CT) left the SEC roster (was $154.1M RAUM, 2 reps). IAPD ↗fund
45
SUNDERLAND CAPITAL PARTNERS LP — (BOSTON, MA) left the SEC roster (was $55.6M RAUM, 2 reps). IAPD ↗fund
45
NEW SUMMIT INVESTMENTS LLC — (MANCHESTER, MA) left the SEC roster (was $121.9M RAUM, 2 reps). IAPD ↗fund
45
45
GRANITE GROWTH HEALTH PARTNERS — (location n/a) left the SEC roster (was $209.3M RAUM, 3 reps). IAPD ↗fund
45
CALVION CAPITAL MANAGEMENT, LP — (NEW YORK, NY) left the SEC roster (was $189.8M RAUM, 4 reps). IAPD ↗fund
45
LONGVIEW INNOVATION CORP. — (WILMINGTON, DE) left the SEC roster (was $125.1M RAUM, 5 reps). IAPD ↗fund
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45
SYSTEMATIC PORTFOLIOS LLC — (NEW YORK, NY) left the SEC roster (was $102.3M RAUM, 1 reps). IAPD ↗fund
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45
KUAHIWI MANAGEMENT LLC — (BOSTON, MA) left the SEC roster — its 120-day provisional registration did not convert (was $21.4M RAUM, 4 reps). IAPD ↗fund
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45
BREVAN HOWARD US INVESTMENT MANAGEMENT LP — shrank from 128 to 122 advisory reps. IAPD ↗institutional
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GUGGENHEIM FUNDS DISTRIBUTORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
45
45
TIAA-CREF INVESTMENT MANAGEMENT LLC — added office(s): 14 -> 19 additional locations. IAPD ↗institutional
45
45
45
INTERCONTINENTAL REAL ESTATE CORPORATION — added office(s): 10 -> 12 additional locations. IAPD ↗institutional
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45
ARES CAPITAL MANAGEMENT II LLC — added office(s): 17 -> 22 additional locations. IAPD ↗institutional
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45
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45
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS — added office(s): 17 -> 19 additional locations. IAPD ↗institutional
45
MONROE CAPITAL BDC ADVISORS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗institutional
45
45
BLACKSTONE CREDIT BDC ADVISORS LLC — added office(s): 11 -> 12 additional locations. IAPD ↗institutional
45
LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
45
BNY MELLON ETF INVESTMENT ADVISER, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
45
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
45
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗institutional
45
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗institutional
45
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QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. — shrank from 9 to 2 advisory reps. IAPD ↗institutional
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J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD — grew from 3 to 8 advisory reps. IAPD ↗foreign
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M FINANCIAL INVESTMENT ADVISERS INC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
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43
ICAPITAL REGISTERED FUND ADVISER LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
43
POLYMER CAPITAL MANAGEMENT (US), LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
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FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA — reported RAUM down 51% ($26.18B -> $12.79B). IAPD ↗institutional
40
WESTCHESTER CAPITAL MANAGEMENT, LLC — reported RAUM down 29% ($3.97B -> $2.81B). IAPD ↗institutional
40
40
MAN GLOBAL PRIVATE MARKETS (USA) INC. — reported RAUM down 45% ($2.69B -> $1.49B). IAPD ↗institutional
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40
MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC — shrank from 205 to 156 advisory reps. IAPD ↗fund
40
40
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. — shrank from 150 to 139 advisory reps. IAPD ↗fund
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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
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC — shrank from 247 to 201 advisory reps. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC — shrank from 20 to 13 advisory reps. IAPD ↗institutional
40
40
40
40
TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC — shrank from 72 to 29 advisory reps. IAPD ↗institutional
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
40
40
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. — added office(s): 10 -> 13 additional locations. IAPD ↗fund
40
40
40
40
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP — added office(s): 11 -> 12 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
BROOKFIELD ASSET MANAGEMENT PIC US, LLC — added office(s): 41 -> 44 additional locations. IAPD ↗fund
40
40
40
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP — added office(s): 4 -> 7 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
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
KIMMERIDGE ENERGY MANAGEMENT COMPANY, 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
40
40
40
PHOENIX INTERNATIONAL INVESTMENTS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
40
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
40
40
40
COMMUNITY DEVELOPMENT FUND ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
40
40
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗fund
40
40
40
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC — added office(s): 3 -> 6 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
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
40
40
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC — added office(s): 11 -> 12 additional locations. IAPD ↗fund
40
BUENA CAPITAL ADVISORS D/B/A IVY INVEST — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
40
40
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — added office(s): 2 -> 6 additional locations. IAPD ↗institutional
39
38
MUTUAL OF AMERICA LIFE INSURANCE COMPANY — reported RAUM down 59% ($818.7M -> $335.6M). IAPD ↗institutional
38
RAINIER INVESTMENT MANAGEMENT LLC — reported RAUM down 27% ($840.3M -> $617.0M). IAPD ↗institutional
38
38
38
38
LADDER CAPITAL ASSET MANAGEMENT LLC — reported RAUM down 34% ($1.34B -> $879.4M). IAPD ↗institutional
38
38
38
CHIRON INVESTMENT MANAGEMENT, LLC — reported RAUM down 28% ($612.0M -> $440.2M). IAPD ↗institutional
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
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38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC — shrank from 38 to 31 advisory reps. IAPD ↗fund
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
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38
38
38
38
38
38
38
38
38
38
38
38
38
38
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
38
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
38
38
TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
38
OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
38
38
38
38
38
38
38
37
37
37
35
CBIZ RETIREMENT PLAN ADVISORY SERVICES — reported RAUM down 42% ($41.1M -> $23.9M). IAPD ↗institutional
35
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC — reported RAUM down 26% ($9.32B -> $6.87B). IAPD ↗fund
35
35
35
35
35
35
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC — reported RAUM down 41% ($9.47B -> $5.63B). IAPD ↗fund
35
35
35
35
35
35
35
RANGER ALTERNATIVE MANAGEMENT, L.P. — reported RAUM down 31% ($69.1M -> $47.5M). IAPD ↗institutional
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
PHOENIX CAPITAL REALTY ADVISORS, LLC — reported RAUM down 28% ($233.4M -> $168.4M). IAPD ↗institutional
35
35
35
35
35
35
35
BARDIN HILL ARBITRAGE IC MANAGEMENT LP — reported RAUM down 69% ($52.4M -> $16.3M). IAPD ↗institutional
35
35
PHOENIX INTERNATIONAL INVESTMENTS LLC — reported RAUM down 38% ($156.3M -> $96.8M). IAPD ↗institutional
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC — reported RAUM down 28% ($104.0M -> $74.6M). IAPD ↗institutional
35
35
BRICKELL KEY ASSET MANAGEMENT LLC — reported RAUM down 52% ($268.3M -> $130.0M). IAPD ↗institutional
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
NISSAY ASSET MANAGEMENT CORPORATION — (TOKYO, Japan) left the SEC roster (was $206.68B RAUM, 235 reps). IAPD ↗foreign
35
FARALLON CAPITAL EUROPE LLP — (LONDON, United Kingdom) left the SEC roster (was $4.08B RAUM, 24 reps). IAPD ↗foreign
35
SPROTT ASSET MANAGEMENT LP — (TORONTO, ONTARIO, Canada) left the SEC roster (was $1.42B RAUM, 10 reps). IAPD ↗foreign
35
RIVER GLOBAL INVESTORS LLP — (LONDON, United Kingdom) left the SEC roster (was $2.72B RAUM, 11 reps). IAPD ↗foreign
35
FIVE ARROWS MANAGERS LLP — (LONDON, United Kingdom) left the SEC roster (was $11.08B RAUM, 85 reps). IAPD ↗foreign
35
DORCHESTER WEALTH MANAGEMENT COMPANY — (MONTREAL, QUEBEC, Canada) left the SEC roster (was $1.31B RAUM, 11 reps). IAPD ↗foreign
35
GAM SYSTEMATIC LLP — (LONDON, United Kingdom) left the SEC roster (was $2.00B RAUM, 10 reps). IAPD ↗foreign
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
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35
35
35
35
35
35
35
35
35
35
35
BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. — added office(s): 10 -> 12 additional locations. IAPD ↗fund
35
35
35
35
35
35
RECURRING CAPITAL MANAGEMENT COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
33
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33
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33
33
33
33
33
33
33
33
33
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC — reported RAUM down 34% ($1.18B -> $773.4M). IAPD ↗fund
33
33
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33
33
33
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33
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33
33
33
33
33
33
33
33
COLUMBIA THREADNEEDLE INVESTMENTS — (LONDON, United Kingdom) left the SEC roster (was $358.1M RAUM, 100 reps). IAPD ↗foreign
33
INCOME PARTNERS ASSET MANAGEMENT (HK) LIMITED — (HONG KONG, Hong Kong) left the SEC roster (was $368.3M RAUM, 7 reps). IAPD ↗foreign
33
SAMSUNG ASSET MANAGEMENT (HONG KONG) LIMITED — (HONG KONG, Hong Kong) left the SEC roster (was $775.5M RAUM, 8 reps). IAPD ↗foreign
33
POWER SUSTAINABLE INVESTMENT MANAGEMENT INC. — (MONTREAL, QUEBEC, Canada) left the SEC roster (was $515.2M RAUM, 12 reps). IAPD ↗foreign
30
30
30
30
30
30
BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. — reported RAUM down 100% ($35.6M -> $147,753). IAPD ↗fund
30
30
30
30
30
30
30
30
30
30
OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC — reported RAUM down 58% ($116.3M -> $49.0M). IAPD ↗fund
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
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30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED — (PINELANDS, South Africa) left the SEC roster (was $229.5M RAUM, 4 reps). IAPD ↗foreign
30
KCPS CAPITAL MANAGEMENT LTD. — (RAMAT-GAN, Israel) left the SEC roster (was $5.8M RAUM, 6 reps). IAPD ↗foreign
30
QUANTUMROCK CAPITAL GMBH — (KIEL, Germany) left the SEC roster (was $16.0M RAUM, 4 reps). IAPD ↗foreign
30
TEMA GLOBAL LIMITED — (ST. HELIER, JERSEY, Jersey) left the SEC roster (was $116.0M RAUM, 5 reps). IAPD ↗foreign
25
25
25
25
25
FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED — shrank from 69 to 63 advisory reps. IAPD ↗foreign
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY — shrank from 68 to 46 advisory reps. IAPD ↗foreign
25
25
25
25
25
25
25
25
25
25
25
25
25
JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED — shrank from 76 to 66 advisory reps. IAPD ↗foreign
25
25
25
25
25
25
25
25
CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
25
BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
25
25
25
REDDING RIDGE ASSET MANAGEMENT (UK) LLP — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
25
25
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED — added office(s): 3 -> 4 additional locations. IAPD ↗foreign
25
25
23
23
23
23
23
23
23
23
23
23
23
LORNE STEINBERG WEALTH MANAGEMENT INC. — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
23
NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
20
20
20
20
20
20
20
20
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. — reported RAUM down 39% ($2.31B -> $1.41B). IAPD ↗foreign
20
20
PICTET ASSET MANAGEMENT (SINGAPORE) PTE LTD — reported RAUM down 32% ($5.21B -> $3.54B). IAPD ↗foreign
20
20
20
20
20
20
20
20
20
20
20
20
20
20
18
18
CONSTELLATION INVESTIMENTOS E PARTICIPAÇÕES LTDA — reported RAUM down 49% ($1.43B -> $729.1M). IAPD ↗foreign
18
18
18
18
18
18
ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. — reported RAUM down 29% ($663.6M -> $474.2M). IAPD ↗foreign
15
15
15
15
15
15
15
15
15
15
15
BRIMSTONE ASSET MANAGEMENT COMPANY LIMITED — reported RAUM down 88% ($28.0M -> $3.4M). IAPD ↗foreign
15
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.