Recruiting & transitions — December 2025
Recruiters, transition consultants, and firms hiring advisors.
843 firms opened this window in the December 2025 SEC roster: 380 new office, 248 deregistered, 126 headcount up, 60 headcount down, 29 aum down.
85
PROSPERA FINANCIAL SERVICES, INC. — grew from 159 to 207 advisory reps. IAPD ↗
85
CAPITAL RESEARCH AND MANAGEMENT COMPANY — grew from 372 to 393 advisory reps. IAPD ↗
85
CONSOLIDATED PORTFOLIO REVIEW CORP — grew from 28 to 44 advisory reps. IAPD ↗
85
WAVERLY ADVISORS, LLC — grew from 152 to 190 advisory reps. IAPD ↗
85
VANDERBILT ADVISORY SERVICES — grew from 124 to 144 advisory reps. IAPD ↗
85
FOCUS PARTNERS WEALTH, LLC — grew from 1050 to 1090 advisory reps. IAPD ↗
85
APELLA WEALTH — grew from 53 to 68 advisory reps. IAPD ↗
85
SANCTUARY ADVISORS, LLC — grew from 351 to 370 advisory reps. IAPD ↗
85
THURSTON SPRINGER ADVISORS — grew from 68 to 86 advisory reps. IAPD ↗
85
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. — grew from 60 to 96 advisory reps. IAPD ↗
85
CONCURRENT INVESTMENT ADVISORS, LLC — grew from 146 to 163 advisory reps. IAPD ↗
84
GREENSPRING ADVISORS, LLC — grew from 28 to 42 advisory reps. IAPD ↗
83
DAYBRIGHT ADVISORY SERVICES, INC. — grew from 8 to 21 advisory reps. IAPD ↗
83
OPENARC CORPORATE ADVISORY, LLC — grew from 1 to 140 advisory reps. IAPD ↗
82
MOORS & CABOT, INC — grew from 73 to 85 advisory reps. IAPD ↗
80
OAKMONT CAPITAL MANAGEMENT, LLC — grew from 6 to 16 advisory reps. IAPD ↗
80
PROSPERITY - AN EISNERAMPER COMPANY — grew from 46 to 56 advisory reps. IAPD ↗
79
ARAX ADVISORY PARTNERS — grew from 52 to 61 advisory reps. IAPD ↗
79
BIP WEALTH, LLC — grew from 27 to 36 advisory reps. IAPD ↗
79
CX INSTITUTIONAL, LLC — grew from 59 to 68 advisory reps. IAPD ↗
77
THE PATRIOT FINANCIAL GROUP, LLC — grew from 30 to 37 advisory reps. IAPD ↗
76
BAKER TILLY WEALTH MANAGEMENT, LLC — grew from 15 to 21 advisory reps. IAPD ↗
75
RTD FINANCIAL ADVISORS INC — grew from 18 to 23 advisory reps. IAPD ↗
75
FORVIS MAZARS WEALTH ADVISORS, LLC — grew from 73 to 78 advisory reps. IAPD ↗
75
BOULAY WEALTH — grew from 27 to 32 advisory reps. IAPD ↗
75
RUBINBROWN ADVISORS LLC — grew from 16 to 21 advisory reps. IAPD ↗
75
HBW ADVISORY SERVICES LLC — grew from 63 to 68 advisory reps. IAPD ↗
75
WEALTHFRONT ADVISERS LLC — grew from 20 to 25 advisory reps. IAPD ↗
75
TRU INDEPENDENCE ASSET MANAGEMENT, LLC — grew from 4 to 11 advisory reps. IAPD ↗
74
LUTZ FINANCIAL — grew from 10 to 14 advisory reps. IAPD ↗
74
FORTIS CAPITAL MANAGEMENT LLC — grew from 11 to 17 advisory reps. IAPD ↗
74
MACERATIO LLC — grew from 2 to 6 advisory reps. IAPD ↗
74
SIMPLIFY ASSET MANAGEMENT INC. — grew from 13 to 17 advisory reps. IAPD ↗
74
MILESTONE FINANCIAL ASSOCIATES, LLC — grew from 1 to 7 advisory reps. IAPD ↗
73
ASPEN CAPITAL MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
GATEWAY INVESTMENT ADVISERS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗
73
RITTER DANIHER FINANCIAL ADVISORY LLC — grew from 5 to 10 advisory reps. IAPD ↗
73
LUCAS GROUP FINANCIAL ADVISORS, LLC — grew from 2 to 7 advisory reps. IAPD ↗
72
BEESE FULMER PRIVATE WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
72
WEDMONT PRIVATE CAPITAL — grew from 7 to 9 advisory reps. IAPD ↗
72
BCO WEALTH MANAGEMENT, LLC — grew from 3 to 7 advisory reps. IAPD ↗
72
NORDWAND ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
72
SPIREPOINT PRIVATE CLIENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
BRADY MARTZ WEALTH SOLUTIONS, LLC — grew from 4 to 8 advisory reps. IAPD ↗
72
THIRD VIEW PRIVATE WEALTH — grew from 4 to 6 advisory reps. IAPD ↗
72
ASSET ONE WEALTH MANAGEMENT, LLC — grew from 3 to 7 advisory reps. IAPD ↗
72
DUCERE WEALTH MANAGEMENT — grew from 2 to 6 advisory reps. IAPD ↗
71
FAMILY INVESTMENT CENTER — grew from 9 to 12 advisory reps. IAPD ↗
71
STILES FINANCIAL SERVICES, INC. — grew from 5 to 8 advisory reps. IAPD ↗
71
KLAAS FINANCIAL ASSET ADVISORS, LLC. — grew from 12 to 15 advisory reps. IAPD ↗
71
COLTON GROOME FINANCIAL ADVISORS, LLC — grew from 9 to 12 advisory reps. IAPD ↗
71
ARISTIDES CAPITAL LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
BIG INVESTMENT SERVICES — grew from 1 to 4 advisory reps. IAPD ↗
71
PEAK RETIREMENT PLANNING, INC. — grew from 13 to 16 advisory reps. IAPD ↗
71
RICHMOND INVESTMENT SERVICES LLC — grew from 10 to 13 advisory reps. IAPD ↗
71
STONE TEMPLE PARTNERS LLC — grew from 6 to 9 advisory reps. IAPD ↗
70
GRANT STREET ASSET MANAGEMENT INC — grew from 5 to 7 advisory reps. IAPD ↗
70
HENRICKSON NAUTA WEALTH ADVISORS, INC. — grew from 8 to 10 advisory reps. IAPD ↗
70
CORDANT WEALTH PARTNERS — grew from 4 to 6 advisory reps. IAPD ↗
70
VERMILLION WEALTH MANAGEMENT INC. — grew from 3 to 5 advisory reps. IAPD ↗
70
ARCADIA WEALTH MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
HENDRICKS WEALTH AND ESTATE MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
AEGIS FINANCIAL — grew from 5 to 7 advisory reps. IAPD ↗
70
GREY FOX WEALTH ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
GALAPAGOS ADVISORY LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
LIFEGOAL INVESTMENTS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
SONOMA ALLOCATIONS — grew from 2 to 4 advisory reps. IAPD ↗
70
ODYSSEY GROUP WEALTH ADVISORS — grew from 1 to 3 advisory reps. IAPD ↗
69
INSIGHT SECURITIES, INC. — grew from 10 to 14 advisory reps. IAPD ↗
69
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC — grew from 5 to 9 advisory reps. IAPD ↗
69
BLUE FINANCIAL — grew from 3 to 7 advisory reps. IAPD ↗
69
QUANT ALPHA LLC — grew from 1 to 5 advisory reps. IAPD ↗
68
URBAN WEALTH MANAGEMENT OR UWM — grew from 2 to 5 advisory reps. IAPD ↗
68
SLP WEALTH — grew from 13 to 16 advisory reps. IAPD ↗
68
CORDINGLEY & PARKINSON WEALTH MANAGEMENT — grew from 2 to 5 advisory reps. IAPD ↗
68
BQS FINANCIAL ADVISORS, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
INNOVATIVE ASSET ADVISORS GROUP — grew from 1 to 4 advisory reps. IAPD ↗
68
NERDWALLET WEALTH PARTNERS, LLC — grew from 4 to 7 advisory reps. IAPD ↗
67
PILE WEALTH MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
67
WH CORNERSTONE INVESTMENTS INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
D. M. BRENNER, INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
INNOVATIVE ADVISORY GROUP — grew from 7 to 9 advisory reps. IAPD ↗
67
CROSS BORDER WEALTH, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
SOUND FINANCIAL, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
BLUEDOOR PRIVATE WEALTH, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
WEBULL ADVISORS LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
RIDGELINE WEALTH PLANNING LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
STARK WEALTH MANAGEMENT LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
RIGDEN CAPITAL STRATEGIES — grew from 4 to 6 advisory reps. IAPD ↗
67
MADRID WEALTH MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
67
PARADIGM INVESTMENT ADVISORY, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
FLFS ADVISORY LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
BINVESTING — grew from 2 to 4 advisory reps. IAPD ↗
67
STRONG RETIREMENT SOLUTIONS — grew from 3 to 5 advisory reps. IAPD ↗
65
WESTERN INTERNATIONAL SECURITIES — (PASADENA, CA) left the SEC roster (was $3.51B RAUM, 200 reps). IAPD ↗
65
AVANTAX ADVISORY SERVICES — (DALLAS, TX) left the SEC roster (was $46.11B RAUM, 2278 reps). IAPD ↗
65
WEST COAST FINANCIAL, LLC — (SANTA BARBARA, CA) left the SEC roster (was $1.84B RAUM, 27 reps). IAPD ↗
65
DHK FINANCIAL ADVISORS INC — (PORTSMOUTH, NH) left the SEC roster (was $1.68B RAUM, 2 reps). IAPD ↗
65
GRASSI INVESTMENT MANAGEMENT, LLC — (SANTA CLARA, CA) left the SEC roster (was $1.36B RAUM, 4 reps). IAPD ↗
65
BRISTLECONE ADVISORS LLC — (BELLEVUE, WA) left the SEC roster (was $2.11B RAUM, 8 reps). IAPD ↗
65
CHURCHILL MANAGEMENT GROUP — (LOS ANGELES, CA) left the SEC roster (was $10.08B RAUM, 42 reps). IAPD ↗
65
FORTE CAPITAL LLC — (ROCHESTER, NY) left the SEC roster (was $1.45B RAUM, 5 reps). IAPD ↗
65
BOSTON FINANCIAL MANAGEMENT LLC — (BOSTON, MA) left the SEC roster (was $5.01B RAUM, 26 reps). IAPD ↗
65
SHEAFF BROCK INVESTMENT ADVISORS, LLC — (INDIANAPOLIS, IN) left the SEC roster (was $1.41B RAUM, 18 reps). IAPD ↗
65
SCF INVESTMENT ADVISORS, INC. — (SAN DIEGO, CA) left the SEC roster (was $1.35B RAUM, 61 reps). IAPD ↗
65
WEALTHSTREAM ADVISORS, INC. — (NEW YORK, NY) left the SEC roster (was $1.54B RAUM, 11 reps). IAPD ↗
65
WAYPOINT WEALTH PARTNERS — (MILL VALLEY, CA) left the SEC roster (was $1.07B RAUM, 5 reps). IAPD ↗
65
GRAYPOINT LLC — (ALBANY, NY) left the SEC roster (was $4.65B RAUM, 36 reps). IAPD ↗
65
SMITH ANGLIN FINANCIAL, LLC — (DALLAS, TX) left the SEC roster (was $2.01B RAUM, 16 reps). IAPD ↗
65
PRAIRIEVIEW PARTNERS, LLC — (ST. PAUL, MN) left the SEC roster (was $1.09B RAUM, 15 reps). IAPD ↗
65
LINDBROOK CAPITAL, LLC — (CALABASAS, CA) left the SEC roster (was $3.50B RAUM, 6 reps). IAPD ↗
65
LION STREET ADVISORS, LLC — (AUSTIN, TX) left the SEC roster (was $3.18B RAUM, 138 reps). IAPD ↗
65
CABLE HILL PARTNERS, LLC — (PORTLAND, OR) left the SEC roster (was $1.98B RAUM, 17 reps). IAPD ↗
65
SCHECHTER INVESTMENT ADVISORS, LLC — (BIRMINGHAM, MI) left the SEC roster (was $3.94B RAUM, 14 reps). IAPD ↗
65
CARLSON CAPITAL MANAGEMENT, LLC — (NORTHFIELD, MN) left the SEC roster (was $3.81B RAUM, 33 reps). IAPD ↗
65
BORDEAUX WEALTH ADVISORS — (MENLO PARK, CA) left the SEC roster (was $5.64B RAUM, 27 reps). IAPD ↗
65
GROVE POINT ADVISORS, LLC — (ROCKVILLE, MD) left the SEC roster (was $2.47B RAUM, 264 reps). IAPD ↗
65
FIDUCIARY SERVICES LLC — (POCATELLO, ID) left the SEC roster (was $1.26B RAUM, 1 reps). IAPD ↗
65
SONORA INVESTMENT MANAGEMENT — (TUCSON, AZ) left the SEC roster (was $2.44B RAUM, 12 reps). IAPD ↗
65
ICAPITAL GLOBAL ALTERNATIVES, LLC — (NEW YORK, NY) left the SEC roster (was $24.39B RAUM, 54 reps). IAPD ↗
63
BANKOH ADVISORS — (HONOLULU, HI) left the SEC roster (was $398.5M RAUM, 25 reps). IAPD ↗
63
MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY — (ATLANTA, GA) left the SEC roster (was $577.0M RAUM, 8 reps). IAPD ↗
63
EXCHANGE CAPITAL MANAGEMENT INC — (ANN ARBOR, MI) left the SEC roster (was $832.8M RAUM, 11 reps). IAPD ↗
63
MARSHALL & SULLIVAN, INC. — (SEATTLE, WA) left the SEC roster (was $473.4M RAUM, 2 reps). IAPD ↗
63
OPTIMUM INVESTMENT ADVISORS, LLC — (CHICAGO, IL) left the SEC roster (was $321.8M RAUM, 5 reps). IAPD ↗
63
THE FAMILY FIRM, INC. — (BETHESDA, MD) left the SEC roster (was $757.8M RAUM, 6 reps). IAPD ↗
63
CMS WEALTH MANAGEMENT — (WAYNE, PA) left the SEC roster (was $396.9M RAUM, 4 reps). IAPD ↗
63
FIRST FINANCIAL ADVISORS INC — (MUSKEGON, MI) left the SEC roster (was $296.6M RAUM, 3 reps). IAPD ↗
63
ROANOKE ASSET MANAGEMENT CORP — (JERSEY CITY, NJ) left the SEC roster (was $362.4M RAUM, 3 reps). IAPD ↗
63
GEORGINA ASSET MANAGEMENT LLC — (SANTA MONICA, CA) left the SEC roster (was $357.8M RAUM, 3 reps). IAPD ↗
63
SILIGMUELLER & NORVID WEALTH ADVISORS LLC — (GLEN ELLYN, IL) left the SEC roster (was $299.2M RAUM, 2 reps). IAPD ↗
63
SUMMIT FINANCIAL — (SAN MATEO, CA) left the SEC roster (was $519.0M RAUM, 2 reps). IAPD ↗
63
MOIRAI WEALTH MANAGEMENT LLC — (location n/a) left the SEC roster (was $335.4M RAUM, 1 reps). IAPD ↗
63
D. SCOTT NEAL, INC. — (LEXINGTON, KY) left the SEC roster (was $352.0M RAUM, 6 reps). IAPD ↗
63
GGM WEALTH ADVISORS — (BALTIMORE, MD) left the SEC roster (was $446.8M RAUM, 6 reps). IAPD ↗
63
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. — (GLASTONBURY, CT) left the SEC roster (was $501.2M RAUM, 3 reps). IAPD ↗
63
KRAFT ASSET MANAGEMENT, LLC — (NASHVILLE, TN) left the SEC roster (was $453.7M RAUM, 6 reps). IAPD ↗
63
WEALTH ADVISORY GROUP, INC. — (BERWYN, PA) left the SEC roster (was $666.9M RAUM, 6 reps). IAPD ↗
63
OFM WEALTH — (ORLAND PARK, IL) left the SEC roster (was $310.5M RAUM, 4 reps). IAPD ↗
63
COONS ADVISORS — (COLUMBUS, OH) left the SEC roster (was $587.0M RAUM, 6 reps). IAPD ↗
63
CLARITY CAPITAL PARTNERS — (NEWPORT BEACH, CA) left the SEC roster (was $437.7M RAUM, 6 reps). IAPD ↗
63
PINNACLE WEALTH ADVISORS — (NASHVILLE, TN) left the SEC roster (was $936.5M RAUM, 3 reps). IAPD ↗
63
VAN BIEMA VALUE PARTNERS, LLC — (NEW YORK, NY) left the SEC roster (was $606.9M RAUM, 3 reps). IAPD ↗
63
SHOREPOINT CAPITAL PARTNERS LLC — (NORWOOD, MA) left the SEC roster (was $800.5M RAUM, 5 reps). IAPD ↗
63
WAMBOLT & ASSOCIATES, LLC — (LITTLETON, CO) left the SEC roster (was $586.8M RAUM, 6 reps). IAPD ↗
63
KOLINSKY WEALTH MANAGEMENT, LLC — (RAMSEY, NJ) left the SEC roster (was $493.8M RAUM, 6 reps). IAPD ↗
63
BELMONT CAPITAL GROUP — (LOS ANGELES, CA) left the SEC roster (was $931.4M RAUM, 4 reps). IAPD ↗
63
CONSILIUM WEALTH MANAGEMENT — (DANVILLE, CA) left the SEC roster (was $786.9M RAUM, 2 reps). IAPD ↗
63
BENCHMARK WEALTH MANAGEMENT, LLC — (OLD LYME, CT) left the SEC roster (was $430.0M RAUM, 2 reps). IAPD ↗
63
IRON HORSE WEALTH MANAGEMENT, LLC — (JOHNSTON, IA) left the SEC roster (was $532.8M RAUM, 6 reps). IAPD ↗
63
FINANCIAL PARTNERS GROUP, LLC — (GALLATIN, TN) left the SEC roster (was $638.6M RAUM, 3 reps). IAPD ↗
63
THE MARTIN WORLEY GROUP — (COTTONWOOD HEIGHTS, UT) left the SEC roster (was $385.0M RAUM, 5 reps). IAPD ↗
63
MOSAIC PACIFIC INVESTMENT ADVISORS — (HONOLULU, HI) left the SEC roster (was $434.0M RAUM, 7 reps). IAPD ↗
63
SIMPLEX WEALTH MANAGEMENT — (DANVILLE, CA) left the SEC roster (was $258.9M RAUM, 2 reps). IAPD ↗
63
PRAIRIE SKY FINANCIAL GROUP — (LAKE BLUFF, IL) left the SEC roster (was $302.1M RAUM, 2 reps). IAPD ↗
63
OLYMPUS WEALTH MANAGEMENT, LLC — (COTTONWOOD HEIGHTS, UT) left the SEC roster (was $850.2M RAUM, 13 reps). IAPD ↗
63
FAIRHAVEN WEALTH MANAGEMENT, LLC — (WHEATON, IL) left the SEC roster (was $783.2M RAUM, 11 reps). IAPD ↗
63
AUXIN GROUP WEALTH MANAGEMENT, LLC — (AKRON, OH) left the SEC roster (was $304.2M RAUM, 3 reps). IAPD ↗
63
SUMMIT FINANCIAL — (HUNT VALLEY, MD) left the SEC roster (was $255.0M RAUM, 6 reps). IAPD ↗
63
TFG ADVISORS — (AUBURN HILLS, MI) left the SEC roster (was $423.4M RAUM, 6 reps). IAPD ↗
63
VINOBLE GROUP — (SEATTLE, WA) left the SEC roster (was $629.3M RAUM, 7 reps). IAPD ↗
63
MAGNETIC NORTH ADVISORS — (MAPLE GROVE, MN) left the SEC roster (was $480.8M RAUM, 5 reps). IAPD ↗
63
MASSO TORRENCE WEALTH MANAGEMENT INC. — (MARLTON, NJ) left the SEC roster (was $326.5M RAUM, 3 reps). IAPD ↗
63
VON BERGE WEALTH MANAGEMENT GROUP, LLC — (SAN DIEGO, CA) left the SEC roster (was $430.0M RAUM, 2 reps). IAPD ↗
63
ALPHA PRINCIPLE, LLC — (ENGLEWOOD, CO) left the SEC roster (was $253.3M RAUM, 5 reps). IAPD ↗
63
OAK HILL WEALTH ADVISORS, LLC — (LANSDOWNE, VA) left the SEC roster (was $603.2M RAUM, 5 reps). IAPD ↗
63
HASENBERG FINANCIAL GROUP — (EAU CLAIRE, WI) left the SEC roster (was $270.5M RAUM, 5 reps). IAPD ↗
63
HUNTER KEITH INDUSTRIES, INC. — (WAYZATA, MN) left the SEC roster (was $379.3M RAUM, 1 reps). IAPD ↗
60
LONG ISLAND FINANCIAL GROUP, INC — (location n/a) left the SEC roster (was $36.5M RAUM, 1 reps). IAPD ↗
60
OLSON INVESTMENT ADVISORS, LLC — (location n/a) left the SEC roster (was $146.1M RAUM, 1 reps). IAPD ↗
60
SELECT PORTFOLIO MANAGEMENT INC — (ALISO VIEJO, CA) left the SEC roster (was $0 RAUM, 8 reps). IAPD ↗
60
KEENE & DORCHAK — (FORT WORTH, TX) left the SEC roster (was $202.2M RAUM, 4 reps). IAPD ↗
60
JRL CAPITAL ADVISORS LLC — (NEWPORT BEACH, CA) left the SEC roster (was $104.7M RAUM, 3 reps). IAPD ↗
60
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC — (SARATOGA SPRINGS, NY) left the SEC roster (was $190.8M RAUM, 4 reps). IAPD ↗
60
KAISER WEALTH MANAGEMENT — (location n/a) left the SEC roster (was $36.6M RAUM, 1 reps). IAPD ↗
60
DIVERSIFIED ASSET MANAGEMENT, INC. — (BOULDER, CO) left the SEC roster (was $126.4M RAUM, 1 reps). IAPD ↗
60
PHILLIPS RAY CAPITAL MANAGEMENT, INC. — (FORT WORTH, TX) left the SEC roster (was $59.5M RAUM, 1 reps). IAPD ↗
60
WILLINK ASSET MANAGEMENT LLC — (EAST AURORA, NY) left the SEC roster (was $53.5M RAUM, 2 reps). IAPD ↗
60
SUMMIT FINANCIAL PARTNERS, INC. — (GLEN ALLEN, VA) left the SEC roster (was $124.5M RAUM, 1 reps). IAPD ↗
60
LINDER FINANCIAL SERVICES, INC. — (ALPHARETTA, GA) left the SEC roster (was $163.6M RAUM, 3 reps). IAPD ↗
60
KNICKERBOCKER ADVISORS INC. — (location n/a) left the SEC roster (was $158.6M RAUM, 1 reps). IAPD ↗
60
NORTH SHORE ASSET MANAGEMENT, LLC — (location n/a) left the SEC roster (was $73.3M RAUM, 1 reps). IAPD ↗
60
COOMBE, BENDER & COMPANY, LLC — (ELLENVILLE, NY) left the SEC roster (was $247.0M RAUM, 4 reps). IAPD ↗
60
LEE INVESTMENT MANAGEMENT LLC — (SARATOGA SPRINGS, NY) left the SEC roster (was $90.5M RAUM, 1 reps). IAPD ↗
60
AHL INVESTMENT MANAGEMENT, INC. — (WINTER PARK, FL) left the SEC roster (was $200.0M RAUM, 2 reps). IAPD ↗
60
CYPRESS CAPITAL GROUP — (PALM BEACH, FL) left the SEC roster (was $57.5M RAUM, 2 reps). IAPD ↗
60
BCM WEALTH MANAGEMENT — (WILMINGTON, DE) left the SEC roster (was $199.5M RAUM, 4 reps). IAPD ↗
60
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. — (WEST PALM BEACH, FL) left the SEC roster (was $155.5M RAUM, 1 reps). IAPD ↗
60
MORRISON FIDUCIARY ADVISORS, INC. — (location n/a) left the SEC roster (was $54.2M RAUM, 1 reps). IAPD ↗
60
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC — (WESTERLY, RI) left the SEC roster (was $184.1M RAUM, 4 reps). IAPD ↗
60
SORRENTO PACIFIC FINANCIAL, LLC — (SAN DIEGO, CA) left the SEC roster (was $222.3M RAUM, 29 reps). IAPD ↗
60
GARY KLEIN CONSULTING — (location n/a) left the SEC roster (was $13.0M RAUM, 1 reps). IAPD ↗
60
LIFECOURSE CAPITAL, INC. — (MADISON, AL) left the SEC roster (was $159.3M RAUM, 4 reps). IAPD ↗
60
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. — (SAN JUAN CAPISTRANO, CA) left the SEC roster (was $42.0M RAUM, 2 reps). IAPD ↗
60
PARKWORTH WEALTH MANAGEMENT, INC. — (LOS GATOS, CA) left the SEC roster (was $178.8M RAUM, 3 reps). IAPD ↗
60
DEMPSEY INVESTMENT MANAGEMENT, LLC — (SOUTH BURLINGTON, VT) left the SEC roster (was $146.1M RAUM, 1 reps). IAPD ↗
60
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT — (location n/a) left the SEC roster (was $93.6M RAUM, 2 reps). IAPD ↗
60
INDEPENDENCE WEALTH ADVISORS INC. — (MCLEAN, VA) left the SEC roster (was $219.8M RAUM, 1 reps). IAPD ↗
60
KANON BLOCH CARRE — (location n/a) left the SEC roster (was $249.0M RAUM, 1 reps). IAPD ↗
60
KLEINHENZ & ASSOCIATES LTD. — (location n/a) left the SEC roster (was $173.8M RAUM, 3 reps). IAPD ↗
60
SULLIVAN INVESTMENTS GROUP, LLC — (location n/a) left the SEC roster (was $127.5M RAUM, 2 reps). IAPD ↗
60
CHARMARLINE WEALTH MANAGEMENT LLC — (LYNCHBURG, VA) left the SEC roster (was $111.9M RAUM, 1 reps). IAPD ↗
60
BALANCED ASSET STRATEGIES, LTD. — (LA GRANGE, IL) left the SEC roster (was $133.6M RAUM, 3 reps). IAPD ↗
60
DAVID WEALTH MANAGEMENT, LLC — (FAIRFAX, VA) left the SEC roster (was $239.3M RAUM, 2 reps). IAPD ↗
60
CENTRICITY WEALTH MANAGEMENT, LLC — (WESTERVILLE, OH) left the SEC roster (was $185.9M RAUM, 2 reps). IAPD ↗
60
RPM ADVISORS, LLC — (FARGO, ND) left the SEC roster (was $149.4M RAUM, 1 reps). IAPD ↗
60
HICKORY ASSET MANAGEMENT, INC. — (CONCORD, OH) left the SEC roster (was $249.3M RAUM, 3 reps). IAPD ↗
60
ASTOR INVESTMENT MANAGEMENT LLC — (CHICAGO, IL) left the SEC roster (was $198.4M RAUM, 3 reps). IAPD ↗
60
OTTER CREEK ADVISORS, LLC — (PALM BEACH GARDENS, FL) left the SEC roster (was $215.6M RAUM, 2 reps). IAPD ↗
60
NORTHEASTERN STAR ASSET MANAGEMENT, INC. — (WORMLEYSBURG, PA) left the SEC roster (was $236.2M RAUM, 3 reps). IAPD ↗
60
STUMPF CAPITAL MANAGEMENT LLC — (location n/a) left the SEC roster (was $105.3M RAUM, 1 reps). IAPD ↗
60
PETROVIC FINANCIAL SERVICES — (PRAIRIE VILLAGE, KS) left the SEC roster (was $203.5M RAUM, 3 reps). IAPD ↗
60
GA PINCUS FUNDS, LLC — (location n/a) left the SEC roster (was $57.4M RAUM, 1 reps). IAPD ↗
60
ASPIRE PRIVATE WEALTH COUNSEL, LLC — (KNOXVILLE, TN) left the SEC roster (was $74.3M RAUM, 2 reps). IAPD ↗
60
HARRIS CONSULTING — (ROSWELL, GA) left the SEC roster (was $117.4M RAUM, 2 reps). IAPD ↗
60
AMORE AMBRO, LLC — (location n/a) left the SEC roster (was $194.4M RAUM, 1 reps). IAPD ↗
60
CENTRAL WEALTH MANAGEMENT LLC — (MADISON, WI) left the SEC roster (was $120.6M RAUM, 1 reps). IAPD ↗
60
TCG WEALTH MANAGEMENT — (NASHUA, NH) left the SEC roster (was $121.3M RAUM, 3 reps). IAPD ↗
60
TRUST ADVISORS — (INDIANAPOLIS, IN) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
60
ALAPOCAS INVESTMENT PARTNERS, INC. — (BEVERLY, MA) left the SEC roster (was $206.6M RAUM, 2 reps). IAPD ↗
60
LIBERTY PRIVATE CLIENT, LLC — (FORT MYERS, FL) left the SEC roster (was $246.9M RAUM, 3 reps). IAPD ↗
60
CENTERFIN CAPITAL — (NEW YORK, NY) left the SEC roster (was $4.4M RAUM, 1 reps). IAPD ↗
60
DEFINED FINANCIAL PLANNING LLC — (SAN RAFAEL, CA) left the SEC roster (was $137.3M RAUM, 4 reps). IAPD ↗
60
CHB INVESTMENT GROUP, LLC — (NEW HOPE, PA) left the SEC roster (was $214.2M RAUM, 3 reps). IAPD ↗
60
TRITON WEALTH — (AITKIN, MN) left the SEC roster (was $230.7M RAUM, 4 reps). IAPD ↗
60
BUENWEALTH — (MIAMI, FL) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
STONE WALL FINANCIAL — (SAN ANTONIO, TX) left the SEC roster (was $2.0M RAUM, 1 reps). IAPD ↗
60
CRESCENT ADVISORY LLC — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
JN PRIVATE WEALTH MANAGEMENT LLC — (COLUMBIA, MD) left the SEC roster (was $129.3M RAUM, 1 reps). IAPD ↗
60
MG&A WEALTH PR LLC — (SAN JUAN, PR) left the SEC roster (was $0 RAUM, 5 reps). IAPD ↗
60
MANWARING WEALTH MANAGEMENT — (GILBERT, AZ) left the SEC roster (was $108.0M RAUM, 2 reps). IAPD ↗
60
BLACK POINT WEALTH MANAGEMENT — (location n/a) left the SEC roster (was $184.8M RAUM, 2 reps). IAPD ↗
60
FG ADVISORY SERVICES, LLC. — (location n/a) left the SEC roster (was $37.4M RAUM, 7 reps). IAPD ↗
60
EAST29TH CAPITAL — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
NEWERA WEALTH — (CORAL GABLES, FL) left the SEC roster (was $21.7M RAUM, 1 reps). IAPD ↗
60
CANTATA WEALTH MANAGEMENT, LLC — (CORAL GABLES, FL) left the SEC roster (was $65.7M RAUM, 3 reps). IAPD ↗
60
ACTIVO CAPITAL — (MIAMI, FL) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
COMMONWEALTH CONTINUUM ADVISORS — (WALTHAM, MA) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
MANENTIA WEALTH CONSULTING INC. — (GREAT NECK, NY) left the SEC roster (was $45.2M RAUM, 5 reps). IAPD ↗
60
SANTARA WEALTH MANAGEMENT LLC — (SAN DIEGO, CA) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
60
ALIGN FINANCIAL ADVISORS, LLC — (MCKINNEY, TX) left the SEC roster (was $61.1M RAUM, 3 reps). IAPD ↗
60
BROOKSIDE STRATEGY AND CONSULTING — (location n/a) left the SEC roster (was $22.1M RAUM, 1 reps). IAPD ↗
60
SUNSET ADVISERS, LLC — (SALT LAKE CITY, UT) left the SEC roster (was $1,000 RAUM, 1 reps). IAPD ↗
60
EXPATRIATE FINANCIAL STRATEGIES LLC — (location n/a) left the SEC roster (was $0 RAUM, 3 reps). IAPD ↗
60
NJORD CAPITAL, LLC — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
A & L PERSONAL BUSINESS MANAGEMENT, LLC — (SAN FRANCISCO, CA) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
LIGHTCAP FINANCIAL GROUP, LLC — (SAN DIEGO, CA) left the SEC roster (was $11.3M RAUM, 1 reps). IAPD ↗
60
BRAYPARK WEALTH MANAGEMENT — (COSTA MESA, CA) left the SEC roster (was $24.6M RAUM, 3 reps). IAPD ↗
60
SHARP WEALTH MANAGEMENT — (SPRINGFIELD, MO) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
PELICAN FINANCIAL PLANNING AND WEALTH, PLLC — (JUPITER, FL) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
ALPHA ROCK INVESTMENTS, LLC — (MALVERN, PA) left the SEC roster (was $16.5M RAUM, 1 reps). IAPD ↗
60
JOURNEY EQUITY WEALTH MANAGEMENT LLC — (DOWNEY, CA) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
BRAVE NEW WEALTH — (WESTLAKE VILLAGE, CA) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
WINFORD WEALTH, LLC — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
ARG PRIVATE WEALTH, LLC — (CINCINNATI, OH) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
60
GEMINI PORTFOLIO MANAGEMENT — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
PRIVATE WEALTH CONSULTING, LLC — (location n/a) left the SEC roster (was $0 RAUM, 4 reps). IAPD ↗
60
SPREADWISE LLC — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
ASCENSION ADVISORS — (SCOTTSDALE, AZ) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
55
WEDBUSH SECURITIES INC. — shrank from 214 to 202 advisory reps. IAPD ↗
55
A.G.P / ALLIANCE GLOBAL PARTNERS — shrank from 149 to 140 advisory reps. IAPD ↗
55
FCI ADVISORS — shrank from 41 to 6 advisory reps. IAPD ↗
55
PLANTE MORAN FINANCIAL ADVISORS — shrank from 144 to 138 advisory reps. IAPD ↗
55
PARK PIEDMONT ADVISORS LLC — shrank from 7 to 5 advisory reps. IAPD ↗
55
RVW WEALTH LLC — shrank from 13 to 8 advisory reps. IAPD ↗
55
FOCUSED WEALTH MANAGEMENT, INC. — shrank from 13 to 8 advisory reps. IAPD ↗
55
POINT OLEMA CAPITAL PARTNERS, L.P. — shrank from 7 to 5 advisory reps. IAPD ↗
55
MOORS & CABOT, INC — added office(s): 13 -> 30 additional locations. IAPD ↗
55
ROTHSCHILD INVESTMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
55
PROSPERA FINANCIAL SERVICES, INC. — added office(s): 123 -> 139 additional locations. IAPD ↗
55
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC — added office(s): 37 -> 40 additional locations. IAPD ↗
55
MONETA GROUP INVESTMENT ADVISORS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
55
NOTTINGHAM ADVISORS INC. — added office(s): 1 -> 4 additional locations. IAPD ↗
55
PLANCORP, LLC — added office(s): 4 -> 7 additional locations. IAPD ↗
55
SAVANT WEALTH MANAGEMENT — added office(s): 43 -> 45 additional locations. IAPD ↗
55
INTELLICENTS INVESTMENT SOLUTIONS INC — added office(s): 10 -> 11 additional locations. IAPD ↗
55
SFMG WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
EARNED WEALTH ADVISORS, LLC — added office(s): 9 -> 15 additional locations. IAPD ↗
55
SEIZERT CAPITAL PARTNERS — added office(s): 0 -> 2 additional locations. IAPD ↗
55
GRIMES & COMPANY — added office(s): 25 -> 26 additional locations. IAPD ↗
55
WASHINGTON TRUST ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
55
DAVIDSON INVESTMENT ADVISORS, INC. — added office(s): 4 -> 6 additional locations. IAPD ↗
55
BARON CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
FORVIS MAZARS WEALTH ADVISORS, LLC — added office(s): 52 -> 62 additional locations. IAPD ↗
55
ORLEANS CAPITAL MANAGEMENT CORP — added office(s): 2 -> 3 additional locations. IAPD ↗
55
ADVISORS CAPITAL MANAGEMENT, LLC — added office(s): 19 -> 21 additional locations. IAPD ↗
55
WAVERLY ADVISORS, LLC — added office(s): 38 -> 42 additional locations. IAPD ↗
55
TRUE NORTH ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
55
SEQUOIA FINANCIAL GROUP, L.L.C. — added office(s): 29 -> 36 additional locations. IAPD ↗
55
HOWARD CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
55
PAUL WINKLER, INC. — added office(s): 10 -> 12 additional locations. IAPD ↗
55
VERITY INVESTMENT PARTNERS — added office(s): 3 -> 5 additional locations. IAPD ↗
55
PRIVATE CLIENT SERVICES, LLC — added office(s): 22 -> 23 additional locations. IAPD ↗
55
BEACON CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
55
FRAGASSO FINANCIAL ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
55
SAGEVIEW ADVISORY GROUP, LLC — added office(s): 36 -> 37 additional locations. IAPD ↗
55
APRIO WEALTH MANAGEMENT, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
55
ANNEX WEALTH MANAGEMENT, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
55
SMITH SALLEY WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗
55
EXENCIAL WEALTH ADVISORS — added office(s): 12 -> 14 additional locations. IAPD ↗
55
GREENSPRING ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
ARAX ADVISORY PARTNERS — added office(s): 15 -> 20 additional locations. IAPD ↗
55
WATERLOO CAPITAL — added office(s): 7 -> 9 additional locations. IAPD ↗
55
PROSPERITY - AN EISNERAMPER COMPANY — added office(s): 9 -> 12 additional locations. IAPD ↗
55
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
DAYBRIGHT ADVISORY SERVICES, INC. — added office(s): 2 -> 11 additional locations. IAPD ↗
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
55
LARSON FINANCIAL GROUP, LLC — added office(s): 18 -> 20 additional locations. IAPD ↗
55
PARALLEL ADVISORS, LLC — added office(s): 19 -> 20 additional locations. IAPD ↗
55
BULLTICK WEALTH MANAGEMENT, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
55
CANNELL & SPEARS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
BIP WEALTH, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
JASPER RIDGE PARTNERS, L.P. — added office(s): 2 -> 3 additional locations. IAPD ↗
55
FORUM FINANCIAL MANAGEMENT, LP — added office(s): 50 -> 53 additional locations. IAPD ↗
55
GATEWAY INVESTMENT ADVISERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
LEAFHOUSE FINANCIAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
CS PLANNING CORP — added office(s): 31 -> 33 additional locations. IAPD ↗
55
GLASSMAN WEALTH SERVICES, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
55
ANDINA FAMILY OFFICES — added office(s): 2 -> 3 additional locations. IAPD ↗
55
MSH CAPITAL ADVISORS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
REBALANCE LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
55
PHAROS CAPITAL GROUP, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
55
STEELPEAK WEALTH, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
55
MUTUAL ADVISORS, LLC — added office(s): 74 -> 75 additional locations. IAPD ↗
55
WEALTHSHIELD PARTNERS, LLC — added office(s): 5 -> 11 additional locations. IAPD ↗
55
MCADAM LLC — added office(s): 71 -> 77 additional locations. IAPD ↗
55
APELLA WEALTH — added office(s): 23 -> 29 additional locations. IAPD ↗
55
B.O.S.S. RETIREMENT ADVISORS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
55
DESTINY WEALTH PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
ONE WEALTH MAP, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
55
FIDUCIARY FINANCIAL ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
55
RIVER WEALTH ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
FALCON WEALTH PLANNING, INC. — added office(s): 41 -> 43 additional locations. IAPD ↗
55
ALPHACORE CAPITAL LLC — added office(s): 12 -> 17 additional locations. IAPD ↗
55
INTRUA FINANCIAL — added office(s): 7 -> 8 additional locations. IAPD ↗
55
COURIER CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
INSIGNEO ADVISORY SERVICES, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
55
LEXAURUM ADVISORS — added office(s): 20 -> 23 additional locations. IAPD ↗
55
BOGART WEALTH, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
ONEASCENT FINANCIAL SERVICES LLC — added office(s): 34 -> 35 additional locations. IAPD ↗
55
THE FIDUCIARY ALLIANCE — added office(s): 21 -> 22 additional locations. IAPD ↗
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 16 -> 23 additional locations. IAPD ↗
55
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
ROBERTSON STEPHENS — added office(s): 25 -> 27 additional locations. IAPD ↗
55
CX INSTITUTIONAL, LLC — added office(s): 11 -> 14 additional locations. IAPD ↗
55
STOKES FAMILY OFFICE LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
55
SIGNAL ADVISORS WEALTH, LLC — added office(s): 16 -> 18 additional locations. IAPD ↗
55
AMERICANA PARTNERS, LLC — added office(s): 6 -> 10 additional locations. IAPD ↗
55
IEQ CAPITAL, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
55
ABSHER WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
WEDMONT PRIVATE CAPITAL — added office(s): 4 -> 5 additional locations. IAPD ↗
55
MAIN STREET FINANCIAL SOLUTIONS, LLC — added office(s): 24 -> 25 additional locations. IAPD ↗
55
ONYX BRIDGE WEALTH GROUP LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
55
HAYS FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
UX WEALTH PARTNERS LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
55
GAMMA INVESTING LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
FIFTH THIRD WEALTH ADVISORS LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
55
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
55
ONEPOINT BFG WEALTH PARTNERS — added office(s): 19 -> 20 additional locations. IAPD ↗
55
CONCENTRIC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 29 -> 42 additional locations. IAPD ↗
55
TITLEIST ASSET MANAGEMENT, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
55
UNITED ADVISOR GROUP — added office(s): 24 -> 29 additional locations. IAPD ↗
55
SPIREPOINT PRIVATE CLIENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
STONEBRIDGE FINANCIAL GROUP, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
55
SOVRAN ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
DIVERSIFIED, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
55
BERMAN MCALEER — added office(s): 1 -> 2 additional locations. IAPD ↗
55
PCM ENCORE, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
55
HORAN WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
LAUREL WEALTH PLANNING — shrank from 8 to 6 advisory reps. IAPD ↗
53
HIGHLAND FINANCIAL ADVISORS, LLC — shrank from 9 to 7 advisory reps. IAPD ↗
53
FREEDOM INVESTMENT MANAGEMENT, INC. — shrank from 11 to 8 advisory reps. IAPD ↗
53
THE WEALTH GROUP, LTD — shrank from 8 to 5 advisory reps. IAPD ↗
53
HELIUM ADVISORS LLC — shrank from 7 to 4 advisory reps. IAPD ↗
53
WHITAKER-MYERS WEALTH MANAGERS, LTD. — shrank from 14 to 9 advisory reps. IAPD ↗
53
SMALLWOOD WEALTH MANAGEMENT — shrank from 12 to 8 advisory reps. IAPD ↗
53
AUDENT GLOBAL ASSET MANAGEMENT, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
53
CERRO PACIFIC WEALTH ADVISORS, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
ALPHA LEONIS PARTNERS, LLC — shrank from 6 to 1 advisory reps. IAPD ↗
53
COINBASE ASSET MANAGEMENT, LLC — shrank from 9 to 6 advisory reps. IAPD ↗
53
HAMEL ASSOCIATES,INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
53
NORTHSTAR ASSET MANAGEMENT INC — added office(s): 3 -> 5 additional locations. IAPD ↗
53
AVISO WEALTH MANAGEMENT — added office(s): 6 -> 7 additional locations. IAPD ↗
53
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
LOWERY THOMAS, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
53
KEATING INVESTMENT COUNSELORS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
LEVEL FINANCIAL ADVISORS, INC. — added office(s): 1 -> 4 additional locations. IAPD ↗
53
TILSON FINANCIAL GROUP INC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
DESTINY CAPITAL CORPORATION — added office(s): 1 -> 4 additional locations. IAPD ↗
53
CHICAGO WEALTH MANAGEMENT, INC. — added office(s): 0 -> 4 additional locations. IAPD ↗
53
QUANTUM FINANCIAL ADVISORS INC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
DEW WEALTH MANAGEMENT — added office(s): 11 -> 13 additional locations. IAPD ↗
53
SLAYTON LEWIS INC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PEREGRINE ASSET ADVISERS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
TRANSITION FINANCIAL ADVISORS GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
LAUREL WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FINANCIAL MANAGEMENT STRATEGIES, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
53
GIBRALTAR CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 4 additional locations. IAPD ↗
53
SAXONY CAPITAL MANAGEMENT, LLC — added office(s): 18 -> 20 additional locations. IAPD ↗
53
PURKISS CAPITAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
PKS ADVISORY SERVICES, LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
53
RB CAPITAL MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
53
RICHARD YOUNG ASSOCIATES, LTD. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
COLTON GROOME FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
RICHARDSON CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
MADISON ADVISORY SERVICES, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
53
PIONEER WEALTH MANAGEMENT GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
53
TORREY GROWTH & INCOME ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MASON & ASSOCIATES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
KEATING FINANCIAL ADVISORY SERVICES — added office(s): 4 -> 5 additional locations. IAPD ↗
53
COMMERCE STREET INVESTMENT MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
WALSH & ASSOCIATES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
INSIGHT STRATEGIC WEALTH LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
53
MERITAS WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
OLD NORTH STATE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ALPHA OMEGA WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MINICHMACGREGOR WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
ALLSQUARE WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
FUSION CAPITAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
MARKET STREET WEALTH MANAGEMENT — added office(s): 3 -> 5 additional locations. IAPD ↗
53
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
LIFESTYLE ASSET MANAGEMENT, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
53
PARADIEM, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
TLWM FINANCIAL — added office(s): 3 -> 4 additional locations. IAPD ↗
53
HARVEST INVESTMENT SERVICES, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
53
BENCHMARK INVESTMENT ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MONUMENT WEALTH MANAGEMENT — added office(s): 5 -> 8 additional locations. IAPD ↗
53
OAKWELL PRIVATE WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
53
ROTHSCHILD WEALTH LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
BRIGHT ROAD WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
ARGENT RETIREMENT PLAN ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
CHEVIOT VALUE MANAGEMENT, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
53
DARWIN WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
53
VICTRIX INVESTMENT ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
53
TRU INDEPENDENCE ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
GEOMETRIC WEALTH ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
53
FORTIS CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ATON FINANCIAL LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
BROWN EDWARDS WEALTH STRATEGIES — added office(s): 12 -> 13 additional locations. IAPD ↗
53
KEY CAPITAL MANAGEMENT, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
53
TREVIAN WEALTH MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
WEST RIDGE ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
53
SUMMIT WEALTH PARTNERS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
53
ATLAS PRIVATE WEALTH ADVISORS — added office(s): 7 -> 8 additional locations. IAPD ↗
53
PAX FINANCIAL GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
53
XYPN INVEST — added office(s): 26 -> 27 additional locations. IAPD ↗
53
BRICKLEY WEALTH MANAGEMENT — added office(s): 0 -> 5 additional locations. IAPD ↗
53
SILVER GROVE ADVISORY SERVICES — added office(s): 9 -> 10 additional locations. IAPD ↗
53
MAIA WEALTH — added office(s): 7 -> 8 additional locations. IAPD ↗
53
SOVEREIGN FINANCIAL GROUP, INC. — added office(s): 21 -> 22 additional locations. IAPD ↗
53
CANTON HATHAWAY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FIRETHORN WEALTH PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CASTLE COAST WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
HILTON HEAD CAPITAL PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
GREAT DIAMOND PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
GLOBAL ASSETS ADVISORY, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
53
RANCH CAPITAL ADVISORS INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CARTER FINANCIAL GROUP, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CONVERGENCE FINANCIAL — added office(s): 11 -> 12 additional locations. IAPD ↗
53
INVESTMENT RESEARCH PARTNERS — added office(s): 3 -> 6 additional locations. IAPD ↗
53
BUTTONWOOD WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
53
TSG ADVICE PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ENVOY ADVISORY INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CREEKMUR ASSET MANAGEMENT, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
53
CORNERSTONE PLANNING GROUP — added office(s): 6 -> 7 additional locations. IAPD ↗
53
STRAIT & SOUND — added office(s): 6 -> 7 additional locations. IAPD ↗
53
SNOWWATER INVESTMENT PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
ORG PARTNERS — added office(s): 12 -> 13 additional locations. IAPD ↗
53
ENDEAVOR PRIVATE WEALTH, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
53
ROOTED WEALTH ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
53
THEPARTNERS WEALTH MANAGEMENT — added office(s): 20 -> 22 additional locations. IAPD ↗
53
KINEO CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FORTRESS FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
DISCIPLINE WEALTH SOLUTIONS, INC. — added office(s): 11 -> 12 additional locations. IAPD ↗
53
ALLIANCE PRIVATE WEALTH, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
ALDEN INVESTMENT GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
53
GADDIS PREMIER WEALTH ADVISORS LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
53
HILLCREST FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CENTURION WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CORA CAPITAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
HIBERNIA WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
WEALTH SCIENCE ADVISORS LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
53
BREAKWATER CAPITAL GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
53
APOLLON FINANCIAL, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
RITTER DANIHER FINANCIAL ADVISORY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ONEASCENT FAMILY OFFICES — added office(s): 5 -> 6 additional locations. IAPD ↗
53
UPTICK PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
MARIDEA WEALTH MANAGEMENT — added office(s): 12 -> 13 additional locations. IAPD ↗
53
TRIAD WEALTH PARTNERS, LLC — added office(s): 9 -> 23 additional locations. IAPD ↗
53
LUCAS GROUP FINANCIAL ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
SIGNATURE EQUITY PARTNERS, LLC — added office(s): 8 -> 12 additional locations. IAPD ↗
53
CURIO WEALTH, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
53
TORREN MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
BALANCE WEALTH — added office(s): 8 -> 9 additional locations. IAPD ↗
53
ZEGA INVESTMENTS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
53
PARKWOODS WEALTH PARTNERS, LLC — added office(s): 7 -> 11 additional locations. IAPD ↗
53
UNITING WEALTH PARTNERS — added office(s): 5 -> 6 additional locations. IAPD ↗
53
STONE TEMPLE PARTNERS LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
53
SANTA BARBARA MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
WARNER WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CEDAR COVE WEALTH PARTNERS — added office(s): 0 -> 3 additional locations. IAPD ↗
53
ASSET ONE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
PEARL PLANNING — added office(s): 0 -> 1 additional locations. IAPD ↗
53
NAPIER FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MEADOWBROOK ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
53
DUCERE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
FCI ADVISORS — reported RAUM down 89% ($17.03B -> $1.90B). IAPD ↗
50
CREWS & ASSOCIATES, INC. — shrank from 20 to 16 advisory reps. IAPD ↗
50
COOPER FINANCIAL SERVICES, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
50
U.S. FINANCIAL ADVISORS — shrank from 8 to 0 advisory reps. IAPD ↗
50
NORTON CAPITAL MANAGEMENT, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
50
ERNST & YOUNG INVESTMENT ADVISERS LLP — shrank from 160 to 140 advisory reps. IAPD ↗
50
SHANKLAND FINANCIAL ADVISORS, LLC — shrank from 3 to 1 advisory reps. IAPD ↗
50
AMIDON & PETERSEN FINANCIALS, LLC — shrank from 3 to 1 advisory reps. IAPD ↗
50
LONE PEAK ADVISERS — shrank from 8 to 6 advisory reps. IAPD ↗
50
QUILITY FINANCIAL ADVISORS — shrank from 13 to 10 advisory reps. IAPD ↗
50
SAVE ADVISERS LLC — shrank from 4 to 0 advisory reps. IAPD ↗
50
BANTAMAC CAPITAL, LLC — shrank from 7 to 3 advisory reps. IAPD ↗
50
PRESTIGE WEALTHWIDE, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
HEXIMER INVESTMENT MANAGEMENT INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
50
FINANCIAL CONSULTANTS GROUP INC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
MILLENIA FINANCIAL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
PROFOCUS INCORPORATED — added office(s): 1 -> 2 additional locations. IAPD ↗
50
ELIOT ROSE WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
LONGVIEW FINANCIAL ADVISORS, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
50
PATRICK MAURO INVESTMENT ADVISOR, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
PENBROOK MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
MCDERMOTT INVESTMENT ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
CANNON BEACH FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
50
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC — added office(s): 6 -> 8 additional locations. IAPD ↗
50
INNOVATIVE ADVISORY GROUP — added office(s): 4 -> 6 additional locations. IAPD ↗
50
TNT ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
IQVESTMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
DEL-SETTE CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
CAPSTONE INVESTMENT GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
50
BLUELINE ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CHRISTIAN FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — added office(s): 12 -> 13 additional locations. IAPD ↗
50
RUGGIERO INVESTMENTS — added office(s): 3 -> 4 additional locations. IAPD ↗
50
HIPPOCRATIC FINANCIAL ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
50
CAPITAL CITY WEALTH MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
STONE STEPS FINANCIAL, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
50
WEALTHCOLLAB — added office(s): 0 -> 1 additional locations. IAPD ↗
50
KERR WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PRECISE INVESTMENT MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
50
NAVIGATION WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
Q3 ADVISORS, LLC — added office(s): 12 -> 15 additional locations. IAPD ↗
50
RETIREWISE TAX AND WEALTH ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SOUTH COVE FINANCIAL, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
URBAN WEALTH MANAGEMENT OR UWM — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ALERE PLANNING LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
LAKE HILLS WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
PRISM PLANNING PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SECURE WEALTH, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
50
ORBA WEALTH ADVISORS, LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
50
BABB WEALTH ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
RE-ENVISION WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
50
FOUNDRY FINANCIAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
SAGE WEALTH PLANNING — added office(s): 1 -> 2 additional locations. IAPD ↗
50
RESOLUTE CAPITAL, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
50
SMARTPATH ADVISORS — added office(s): 7 -> 8 additional locations. IAPD ↗
50
EMPOWER WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
50
OPTIMA CAPITAL MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
50
STRATTON CAPITAL INVESTMENT ADVISORY LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
EMISSARY WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
50
AMARA FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ALIGN FINANCIAL, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
50
DIAMOND CLIENT GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
INVESTED ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
50
NEXWEALTH LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ATX FINANCIAL PLANNING, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SIGNAL TREE FINANCIAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MISSION FINANCIAL GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
VITA PLANNING GROUP LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
50
CABIN ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
50
J.M. ARBOUR, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
DOWNSHIFT FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 14 -> 15 additional locations. IAPD ↗
50
AVAIL INVESTMENT PARTNERS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
50
PEACE OF MIND WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
50
THE WEALTH BOUTIQUE — added office(s): 7 -> 8 additional locations. IAPD ↗
50
COGENT PRIVATE WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
BURR FINANCIAL SERVICES, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
10ELMS LLP — added office(s): 3 -> 4 additional locations. IAPD ↗
50
RSG INVESTMENTS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
SMART PORTFOLIO — added office(s): 0 -> 1 additional locations. IAPD ↗
50
WEALTH MORE ENTERPRISE, INC. — added office(s): 0 -> 5 additional locations. IAPD ↗
50
SLP WEALTH — added office(s): 13 -> 16 additional locations. IAPD ↗
50
MICA CREEK CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ACCELERATE RETIREMENT — added office(s): 13 -> 14 additional locations. IAPD ↗
50
NORTH STAR WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
RIGDEN CAPITAL STRATEGIES — added office(s): 2 -> 3 additional locations. IAPD ↗
50
STIRLING FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
FJELL CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
50
INTENTIONAL WEALTH STRATEGIES — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MAIN ADVISORY, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ALTITUDE CAPITAL MANAGEMENT LLC — added office(s): 16 -> 18 additional locations. IAPD ↗
50
SALUS FINANCIAL ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
50
CRUSONIA WEALTH ADVISORS LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
50
RESHAPE WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
50
KONZA GLOBAL WEALTH GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SANDRO WEALTH MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
OCM PRIVATE WEALTH, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
MANNA WEALTH MANAGEMENT — added office(s): 0 -> 5 additional locations. IAPD ↗
50
PLUM POINTE WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
50
MADRID WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
GPS INVESTMENTS — added office(s): 0 -> 2 additional locations. IAPD ↗
50
PARADIGM INVESTMENT ADVISORY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
EXCELSIOR ADVISOR NETWORK LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
50
SAMARA CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CIO CAPITAL GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
HANOVER SQUARE WEALTH ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CHARMARLINE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
48
FREEDOM INVESTMENT MANAGEMENT, INC. — reported RAUM down 72% ($2.15B -> $605.5M). IAPD ↗
48
FINANCIAL FOCUS LLC — reported RAUM down 34% ($687.0M -> $453.0M). IAPD ↗
48
ROBERTS FINANCIAL SERVICES, LLC — reported RAUM down 46% ($630.4M -> $342.5M). IAPD ↗
45
INSIGHT SECURITIES, INC. — reported RAUM down 36% ($147.7M -> $94.2M). IAPD ↗
45
DORIAN EASON ASSET MANAGEMENT, LLC — reported RAUM down 42% ($214.9M -> $124.5M). IAPD ↗
45
VELTRIA ADVISORS CORP. — reported RAUM down 91% ($900.6M -> $82.5M). IAPD ↗
45
ORBA WEALTH ADVISORS, LLC — reported RAUM down 47% ($257.1M -> $136.9M). IAPD ↗
45
BANTAMAC CAPITAL, LLC — reported RAUM down 32% ($316.2M -> $214.8M). IAPD ↗
45
MILAGRE WEALTH MANAGEMENT, INC. — reported RAUM down 99% ($11.45B -> $123.6M). IAPD ↗
45
OAKHURST CAPITAL ADVISORS, LLC — reported RAUM down 91% ($866.7M -> $78.6M). IAPD ↗
45
FAMILY WEALTH PLANNING PARTNERS — reported RAUM down 35% ($313.5M -> $202.3M). IAPD ↗
45
MASTERWORKS ADVISERS, LLC — reported RAUM down 94% ($31.1M -> $2.0M). IAPD ↗
73
70
70
70
70
70
63
62
60
60
60
58
57
SWISS RE INSURANCE-LINKED INVESTMENT ADVISORS CORPORATION — grew from 4 to 6 advisory reps. IAPD ↗fund
56
56
55
BMO CAPITAL MARKETS CORP. — (NEW YORK, NY) left the SEC roster (was $1.21B RAUM, 26 reps). IAPD ↗institutional
55
MORTGAGE INDUSTRY ADVISORY COMPANY — (NEW YORK, NY) left the SEC roster (was $1.39B RAUM, 7 reps). IAPD ↗institutional
55
THOMAS MILL ADVISORS LLC — (location n/a) left the SEC roster (was $2.64B RAUM, 1 reps). IAPD ↗institutional
55
55
55
55
54
53
LION CAPITAL (AMERICAS) INC. — (LOS ANGELES, CA) left the SEC roster (was $361.6M RAUM, 1 reps). IAPD ↗institutional
53
BOFCAL ASSET MANAGEMENT INC. — (MENLO PARK, CA) left the SEC roster (was $797.6M RAUM, 5 reps). IAPD ↗institutional
53
RAMPART ASSET MANAGEMENT LLC — (STAMFORD, CT) left the SEC roster (was $411.2M RAUM, 2 reps). IAPD ↗institutional
53
52
52
51
50
SOUTHEASTERN ADVISORY SERVICES INC — (ATLANTA, GA) left the SEC roster (was $0 RAUM, 5 reps). IAPD ↗institutional
50
CAPITAL GUARDIAN (CANADA), INC. — (LOS ANGELES, CA) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗institutional
50
50
CASTLE INVESTMENT MANAGEMENT, LLC — (ALEXANDRIA, VA) left the SEC roster (was $32.1M RAUM, 2 reps). IAPD ↗institutional
50
CAPSTONE ASSET MANAGEMENT — (location n/a) left the SEC roster (was $241.3M RAUM, 1 reps). IAPD ↗institutional
50
50
50
PEPPERTREE CAPITAL MANAGEMENT INC. — (CHAGRIN FALLS, OH) left the SEC roster (was $7.64B RAUM, 23 reps). IAPD ↗fund
50
50
MSCI ESG RESEARCH LLC — (NEW YORK, NY) left the SEC roster (was $0 RAUM, 42 reps). IAPD ↗institutional
50
BARDIN HILL ARBITRAGE IC MANAGEMENT LP — (NEW YORK, NY) left the SEC roster (was $16.3M RAUM, 0 reps). IAPD ↗institutional
50
50
50
CAMBER CAPITAL MANAGEMENT LP — (BOSTON, MA) left the SEC roster (was $3.68B RAUM, 3 reps). IAPD ↗fund
50
JADE CAPITAL ADVISORS, LLC — (location n/a) left the SEC roster (was $179.9M RAUM, 3 reps). IAPD ↗institutional
50
AMERICAFIRST WEALTH MANAGEMENT, INC. — (WEST HENRIETTA, NY) left the SEC roster (was $23.4M RAUM, 3 reps). IAPD ↗institutional
50
DIGITAL ASSETS INVESTMENT — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗institutional
50
KODAI CAPITAL MANAGEMENT LP — (CHICAGO, IL) left the SEC roster (was $2.93B RAUM, 21 reps). IAPD ↗fund
50
PACIFIC COAST FIDUCIARY LLC — (CALABASAS, CA) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗institutional
50
ORG PARTNERS ASSET MANAGEMENT — (DALLAS, TX) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗institutional
50
50
X CAPITAL ADVISORS LLC — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗institutional
50
50
THE FAMILY OFFICES GLOBAL VENTURES INC. — (MIAMI, FL) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗institutional
50
CAMBERLINE CAPITAL MANAGEMENT LLC — (NEW YORK, NY) left the SEC roster (was $0 RAUM, 5 reps). IAPD ↗institutional
50
OUTLIER GLOBAL MANAGEMENT — (NEW YORK, NY) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗institutional
50
DRONA PARTNERS CAPITAL MANAGEMENT LLC — (location n/a) left the SEC roster (was $0 RAUM, 6 reps). IAPD ↗institutional
50
MOTUM CAPITAL MANAGEMENT LLC — (NEW YORK, NY) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗institutional
50
WINTERBIRD PARTNERS LLC — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗institutional
49
48
RIVER ASSOCIATES INVESTMENTS (TN), LLC — (CHATTANOOGA, TN) left the SEC roster (was $800.5M RAUM, 12 reps). IAPD ↗fund
48
RICHMOND HILL INVESTMENTS, LLC — (NEW YORK, NY) left the SEC roster (was $663.1M RAUM, 5 reps). IAPD ↗fund
48
FARMSTEAD CAPITAL MANAGEMENT, LLC — (location n/a) left the SEC roster (was $336.5M RAUM, 2 reps). IAPD ↗fund
48
INNOVATIVE PORTFOLIOS LLC — (INDIANAPOLIS, IN) left the SEC roster (was $784.6M RAUM, 12 reps). IAPD ↗fund
48
LINCHRIS CAPITAL MANAGEMENT, LLC — (PLYMOUTH, MA) left the SEC roster (was $528.3M RAUM, 5 reps). IAPD ↗fund
48
INTERSECTION FINTECH VENTURES, LLC — (location n/a) left the SEC roster (was $280.0M RAUM, 2 reps). IAPD ↗fund
46
45
HARVEST CAPITAL STRATEGIES LLC — (SAN FRANCISCO, CA) left the SEC roster (was $1.1M RAUM, 49 reps). IAPD ↗fund
45
45
NORWOOD INVESTMENT PARTNERS, LP — (MILL VALLEY, CA) left the SEC roster (was $164.1M RAUM, 2 reps). IAPD ↗fund
45
SPECTRUM GROUP MANAGEMENT — (HUNTINGTON, NY) left the SEC roster (was $176.0M RAUM, 3 reps). IAPD ↗fund
45
SILVERFERN CAPITAL MANAGEMENT, LLC — (GREENWICH, CT) left the SEC roster (was $155.4M RAUM, 6 reps). IAPD ↗fund
45
45
CANAAN NATURAL GAS MANAGEMENT, LLC — (OKLAHOMA CITY, OK) left the SEC roster (was $65.0M RAUM, 1 reps). IAPD ↗fund
45
SCION ASSET MANAGEMENT, LLC — (SARATOGA, CA) left the SEC roster (was $154.9M RAUM, 2 reps). IAPD ↗fund
45
45
45
EAGLE GROUP FINANCE LOAN CORP. — (LOS ANGELES, CA) left the SEC roster (was $115.2M RAUM, 4 reps). IAPD ↗fund
45
AXCENT PRIVATE CAPITAL, LLC — (ENGLEWOOD, CO) left the SEC roster (was $4.4M RAUM, 2 reps). IAPD ↗fund
45
GREE CAPITAL PARTNERS, LLC — (SAN FRANCISCO, CA) left the SEC roster (was $172.1M RAUM, 7 reps). IAPD ↗fund
45
45
45
BRASIL CAPITAL ADVISER LLC — (AVENTURA, FL) left the SEC roster (was $183.7M RAUM, 3 reps). IAPD ↗fund
45
STONECUTTER CAPITAL ADVISORS LLC — (NEW YORK, NY) left the SEC roster (was $211.1M RAUM, 5 reps). IAPD ↗fund
45
STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC — (MIAMI, FL) left the SEC roster (was $128.8M RAUM, 3 reps). IAPD ↗fund
45
IVY LANE CAPITAL MANAGEMENT, LLC — (location n/a) left the SEC roster (was $189.6M RAUM, 1 reps). IAPD ↗fund
45
45
STOKES ASSET MANAGEMENT, LLC — (NEW ORLEANS, LA) left the SEC roster (was $15.9M RAUM, 6 reps). IAPD ↗fund
45
FISAI US MANAGEMENT LLC — (LOS ANGELES, CA) left the SEC roster (was $220.4M RAUM, 2 reps). IAPD ↗fund
45
GLADE CAPITAL MANAGEMENT LP — (WEST PALM BEACH, FL) left the SEC roster (was $31.0M RAUM, 1 reps). IAPD ↗fund
45
MACCABI CAPITAL MANAGEMENT LLC — (location n/a) left the SEC roster (was $785,537 RAUM, 0 reps). IAPD ↗fund
45
TOWNSHIP CAPITAL, LLC — (WEST PALM BEACH, FL) left the SEC roster (was $80.8M RAUM, 6 reps). IAPD ↗fund
45
45
45
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS — added office(s): 19 -> 21 additional locations. IAPD ↗institutional
45
45
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
43
43
43
43
CLAREN ROAD PRIVATE CREDIT SOLUTIONS 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
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
38
38
38
38
38
38
38
35
35
35
35
JARISLOWSKY FRASER LTD — (MONTREAL QUEBEC, Canada) left the SEC roster (was $38.23B RAUM, 62 reps). IAPD ↗foreign
35
MARTIN CURRIE INC — (EDINBURGH, United Kingdom) left the SEC roster (was $7.31B RAUM, 0 reps). IAPD ↗foreign
35
KEYHAVEN CAPITAL PARTNERS LIMITED — (LONDON, United Kingdom) left the SEC roster (was $1.00B RAUM, 12 reps). IAPD ↗foreign
35
MAPLE-BROWN ABBOTT — (BARANGAROO, Australia) left the SEC roster (was $6.11B RAUM, 31 reps). IAPD ↗foreign
35
INVESCO REAL ESTATE MANAGEMENT S.À R.L. — (LUXEMBOURG, Luxembourg) left the SEC roster (was $13.46B RAUM, 3 reps). IAPD ↗foreign
35
35
35
35
35
35
33
33
33
33
33
4BIO PARTNERS LLP — (LONDON, United Kingdom) left the SEC roster (was $264.5M RAUM, 3 reps). IAPD ↗foreign
33
PRESIMA SECURITIES ULC — (MONTREAL, QUEBEC, Canada) left the SEC roster (was $685.2M RAUM, 8 reps). IAPD ↗foreign
30
30
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. — (LONDON, United Kingdom) left the SEC roster (was $0 RAUM, 3 reps). IAPD ↗foreign
30
AGF INVESTMENTS — (TORONTO, ONTARIO, Canada) left the SEC roster (was $21.6M RAUM, 5 reps). IAPD ↗foreign
30
PARALLEL49 EQUITY — (VANCOUVER, Canada) left the SEC roster (was $146.8M RAUM, 2 reps). IAPD ↗foreign
30
EPICURUS FUND MANAGEMENT — (CIUDAD DE MÉXICO, Mexico) left the SEC roster (was $0 RAUM, 3 reps). IAPD ↗foreign
30
CARMIKA PARTNERS LLP — (LONDON, United Kingdom) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗foreign
30
LODGEPINE CAPITAL MANAGEMENT LIMITED — (HAMILTON, Bermuda) left the SEC roster (was $6.9M RAUM, 2 reps). IAPD ↗foreign
30
MARIANA INVESTMENT PARTNERS LLP — (LONDON, United Kingdom) left the SEC roster (was $137.1M RAUM, 3 reps). IAPD ↗foreign
30
POLYNOMIAL PARTNERS LLC — (SINGAPORE, Singapore) left the SEC roster (was $243.7M RAUM, 3 reps). IAPD ↗foreign
25
25
25
25
25
25
25
25
23
23
23
20
20
20
20
20
20
15
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.