Recruiting & transitions — April 2026
Recruiters, transition consultants, and firms hiring advisors.
3891 firms opened this window in the April 2026 SEC roster: 1514 headcount up, 997 new office, 745 headcount down, 480 aum down, 155 deregistered.
85
J.P. MORGAN SECURITIES LLC — grew from 8097 to 8479 advisory reps. IAPD ↗
85
ESI FINANCIAL ADVISORS — grew from 430 to 460 advisory reps. IAPD ↗
85
JANNEY MONTGOMERY SCOTT LLC — grew from 1208 to 1614 advisory reps. IAPD ↗
85
FIFTH THIRD SECURITIES, INC. — grew from 788 to 848 advisory reps. IAPD ↗
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED — grew from 3045 to 3079 advisory reps. IAPD ↗
85
PRINCIPAL SECURITIES, INC. — grew from 1436 to 1464 advisory reps. IAPD ↗
85
WILLIAM BLAIR & COMPANY L.L.C. — grew from 201 to 231 advisory reps. IAPD ↗
85
GILDER GAGNON HOWE & CO. LLC — grew from 31 to 55 advisory reps. IAPD ↗
85
VOYA FINANCIAL ADVISORS, INC. — grew from 563 to 638 advisory reps. IAPD ↗
85
STATE FARM INVESTMENT MANAGEMENT CORP. — grew from 150 to 7930 advisory reps. IAPD ↗
85
HORNOR, TOWNSEND & KENT, LLC — grew from 398 to 426 advisory reps. IAPD ↗
85
AMERIPRISE FINANCIAL SERVICES, LLC — grew from 12636 to 12681 advisory reps. IAPD ↗
85
LPL FINANCIAL LLC — grew from 28347 to 36280 advisory reps. IAPD ↗
85
EQUITABLE ADVISORS, LLC — grew from 4272 to 4664 advisory reps. IAPD ↗
85
AUSDAL FINANCIAL PARTNERS, INC. — grew from 152 to 168 advisory reps. IAPD ↗
85
ROBERT W. BAIRD & CO. INCORPORATED — grew from 3047 to 3170 advisory reps. IAPD ↗
85
LPL ENTERPRISE, LLC — grew from 3130 to 4492 advisory reps. IAPD ↗
85
PRIMERICA ADVISORS — grew from 3732 to 3959 advisory reps. IAPD ↗
85
MML INVESTORS SERVICES, LLC — grew from 4935 to 4961 advisory reps. IAPD ↗
85
WELLS FARGO ADVISORS — grew from 2274 to 2366 advisory reps. IAPD ↗
85
U.S. BANCORP ADVISORS, LLC — grew from 126 to 141 advisory reps. IAPD ↗
85
HUNTINGTON FINANCIAL ADVISORS — grew from 398 to 415 advisory reps. IAPD ↗
85
U.S. BANCORP INVESTMENTS, INC. — grew from 919 to 944 advisory reps. IAPD ↗
85
NBC SECURITIES, INC. — grew from 39 to 63 advisory reps. IAPD ↗
85
THRIVENT INVESTMENT MANAGEMENT INC. — grew from 2774 to 2963 advisory reps. IAPD ↗
85
HSBC SECURITIES (USA) INC. — grew from 376 to 402 advisory reps. IAPD ↗
85
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER — grew from 477 to 546 advisory reps. IAPD ↗
85
OSAIC WEALTH, INC. — grew from 6276 to 7143 advisory reps. IAPD ↗
85
OSAIC INSTITUTIONS, INC. — grew from 446 to 478 advisory reps. IAPD ↗
85
CITIZENS SECURITIES, INC. — grew from 400 to 454 advisory reps. IAPD ↗
85
VALIC FINANCIAL ADVISORS, INC. — grew from 1239 to 1280 advisory reps. IAPD ↗
85
FIRST CITIZENS INVESTOR SERVICES, INC. — grew from 148 to 164 advisory reps. IAPD ↗
85
HANTZ FINANCIAL SERVICES, INC. — grew from 293 to 333 advisory reps. IAPD ↗
85
PARK AVENUE SECURITIES LLC — grew from 1963 to 2054 advisory reps. IAPD ↗
85
EDELMAN FINANCIAL ENGINES — grew from 470 to 553 advisory reps. IAPD ↗
85
STRATEGIC ADVISERS LLC — grew from 16178 to 17112 advisory reps. IAPD ↗
85
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC — grew from 564 to 628 advisory reps. IAPD ↗
85
MONETA GROUP INVESTMENT ADVISORS, LLC — grew from 220 to 239 advisory reps. IAPD ↗
85
CREATIVE PLANNING — grew from 1319 to 1538 advisory reps. IAPD ↗
85
CETERA INVESTMENT ADVISERS LLC — grew from 6825 to 9049 advisory reps. IAPD ↗
85
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS — grew from 85 to 104 advisory reps. IAPD ↗
85
NORTHERN TRUST INVESTMENTS, INCORPORATED — grew from 200 to 219 advisory reps. IAPD ↗
85
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC — grew from 72 to 110 advisory reps. IAPD ↗
85
BARINGS LLC — grew from 419 to 465 advisory reps. IAPD ↗
85
TRUSTMONT ADVISORY GROUP, INC. — grew from 41 to 60 advisory reps. IAPD ↗
85
VICTORY CAPITAL MANAGEMENT INC. — grew from 135 to 170 advisory reps. IAPD ↗
85
F L PUTNAM INVESTMENT MANAGEMENT CO. — grew from 73 to 90 advisory reps. IAPD ↗
85
WELLINGTON MANAGEMENT COMPANY LLP — grew from 479 to 497 advisory reps. IAPD ↗
85
GOLDMAN SACHS WEALTH SERVICES, L.P. — grew from 1055 to 1134 advisory reps. IAPD ↗
85
VANGUARD ADVISERS, INC. — grew from 1567 to 1903 advisory reps. IAPD ↗
85
MEEDER ADVISORY SERVICES, INC. — grew from 38 to 54 advisory reps. IAPD ↗
85
FIRST TRUST ADVISORS LP — grew from 125 to 143 advisory reps. IAPD ↗
85
J.P. MORGAN INVESTMENT MANAGEMENT INC. — grew from 2143 to 2260 advisory reps. IAPD ↗
85
BLACKROCK FINANCIAL MANAGEMENT, INC — grew from 828 to 889 advisory reps. IAPD ↗
85
SAVANT WEALTH MANAGEMENT — grew from 178 to 238 advisory reps. IAPD ↗
85
NISA INVESTMENT ADVISORS, LLC — grew from 202 to 217 advisory reps. IAPD ↗
85
GOLDMAN SACHS ASSET MANAGEMENT, L.P. — grew from 907 to 1379 advisory reps. IAPD ↗
85
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC — grew from 392 to 440 advisory reps. IAPD ↗
85
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — grew from 727 to 744 advisory reps. IAPD ↗
85
ALLIANCEBERNSTEIN L.P. — grew from 871 to 1616 advisory reps. IAPD ↗
85
ASSETMARK, INC. — grew from 244 to 269 advisory reps. IAPD ↗
85
MAI CAPITAL MANAGEMENT, LLC — grew from 204 to 230 advisory reps. IAPD ↗
85
J.P. MORGAN PRIVATE INVESTMENTS INC. — grew from 73 to 96 advisory reps. IAPD ↗
85
NWF ADVISORY SERVICES INC — grew from 71 to 102 advisory reps. IAPD ↗
85
EAGLE STRATEGIES LLC — grew from 2093 to 2463 advisory reps. IAPD ↗
85
EP WEALTH ADVISORS — grew from 214 to 320 advisory reps. IAPD ↗
85
CAIN, WATTERS & ASSOCIATES, LLC — grew from 71 to 86 advisory reps. IAPD ↗
85
AQR CAPITAL MANAGEMENT, LLC — grew from 238 to 276 advisory reps. IAPD ↗
85
MARINER INSTITUTIONAL, LLC — grew from 113 to 148 advisory reps. IAPD ↗
85
EMPOWER ADVISORY GROUP, LLC — grew from 802 to 6138 advisory reps. IAPD ↗
85
ADVISORS CAPITAL MANAGEMENT, LLC — grew from 41 to 57 advisory reps. IAPD ↗
85
J. W. COLE ADVISORS, INC. — grew from 434 to 468 advisory reps. IAPD ↗
85
MISSION WEALTH MANAGEMENT, LP — grew from 97 to 117 advisory reps. IAPD ↗
85
PARAMETRIC PORTFOLIO ASSOCIATES — grew from 198 to 213 advisory reps. IAPD ↗
85
SEGAL MARCO ADVISORS — grew from 86 to 103 advisory reps. IAPD ↗
85
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — grew from 730 to 850 advisory reps. IAPD ↗
85
SEQUOIA FINANCIAL GROUP, L.L.C. — grew from 168 to 195 advisory reps. IAPD ↗
85
BEACON POINTE ADVISORS, LLC — grew from 355 to 440 advisory reps. IAPD ↗
85
PARTNERS CAPITAL INVESTMENT GROUP, LLP — grew from 85 to 102 advisory reps. IAPD ↗
85
INDEPENDENT FINANCIAL PARTNERS — grew from 261 to 302 advisory reps. IAPD ↗
85
THE INSTITUTE — grew from 3 to 21 advisory reps. IAPD ↗
85
GWN SECURITIES INC. — grew from 423 to 448 advisory reps. IAPD ↗
85
SIMON QUICK ADVISORS, LLC — grew from 57 to 77 advisory reps. IAPD ↗
85
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — grew from 3327 to 3496 advisory reps. IAPD ↗
85
CURI CAPITAL, LLC — grew from 91 to 106 advisory reps. IAPD ↗
85
UNITED CAPITAL FINANCIAL ADVISORS — grew from 138 to 162 advisory reps. IAPD ↗
85
ELEVATION POINT WEALTH PARTNERS, LLC — grew from 20 to 39 advisory reps. IAPD ↗
85
NAVY FEDERAL INVESTMENT SERVICES, LLC — grew from 91 to 147 advisory reps. IAPD ↗
85
INTEGRITY ALLIANCE, LLC — grew from 164 to 322 advisory reps. IAPD ↗
85
MERIT FINANCIAL ADVISORS — grew from 144 to 229 advisory reps. IAPD ↗
85
COMPOSITION WEALTH, LLC — grew from 46 to 63 advisory reps. IAPD ↗
85
HIGHTOWER ADVISORS, LLC — grew from 889 to 953 advisory reps. IAPD ↗
85
INSIGHT INVESTMENT — grew from 83 to 112 advisory reps. IAPD ↗
85
ADVISORY SERVICES NETWORK — grew from 208 to 247 advisory reps. IAPD ↗
85
GALLAGHER FIDUCIARY ADVISORS, LLC — grew from 160 to 218 advisory reps. IAPD ↗
85
NB ALTERNATIVES ADVISERS LLC — grew from 200 to 224 advisory reps. IAPD ↗
85
CERITY PARTNERS LLC — grew from 862 to 1102 advisory reps. IAPD ↗
85
STRATOS WEALTH PARTNERS, LTD — grew from 325 to 352 advisory reps. IAPD ↗
85
ASHTON THOMAS PRIVATE WEALTH — grew from 35 to 63 advisory reps. IAPD ↗
85
ALPHASTAR CAPITAL MANAGEMENT — grew from 109 to 130 advisory reps. IAPD ↗
85
RFG ADVISORY, LLC — grew from 135 to 162 advisory reps. IAPD ↗
85
ICONIQ CAPITAL, LLC — grew from 136 to 158 advisory reps. IAPD ↗
85
TIDAL INVESTMENTS LLC — grew from 19 to 50 advisory reps. IAPD ↗
85
MUTUAL ADVISORS, LLC — grew from 123 to 158 advisory reps. IAPD ↗
85
NORTHROCK PARTNERS, LLC — grew from 50 to 91 advisory reps. IAPD ↗
85
INDEPENDENT ADVISOR ALLIANCE, LLC — grew from 219 to 247 advisory reps. IAPD ↗
85
APELLA WEALTH — grew from 68 to 93 advisory reps. IAPD ↗
85
NEWEDGE ADVISORS — grew from 465 to 515 advisory reps. IAPD ↗
85
COMPOUND PLANNING, INC. — grew from 48 to 76 advisory reps. IAPD ↗
85
WEALTHCARE ADVISORY PARTNERS LLC — grew from 154 to 173 advisory reps. IAPD ↗
85
THE WEALTH CONSULTING GROUP — grew from 115 to 131 advisory reps. IAPD ↗
85
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC — grew from 208 to 233 advisory reps. IAPD ↗
85
FOUNDATIONS INVESTMENT ADVISORS LLC — grew from 229 to 289 advisory reps. IAPD ↗
85
WORLD INVESTMENT ADVISORS, LLC — grew from 156 to 471 advisory reps. IAPD ↗
85
BANKERS LIFE ADVISORY SERVICES, INC. — grew from 384 to 433 advisory reps. IAPD ↗
85
KESTRA ADVISORY SERVICES, LLC — grew from 1299 to 1359 advisory reps. IAPD ↗
85
SAGESPRING WEALTH PARTNERS — grew from 75 to 100 advisory reps. IAPD ↗
85
ONEASCENT FINANCIAL SERVICES LLC — grew from 57 to 74 advisory reps. IAPD ↗
85
INTEGRATED WEALTH CONCEPTS LLC — grew from 452 to 491 advisory reps. IAPD ↗
85
EVERSOURCE WEALTH ADVISORS, LLC — grew from 40 to 76 advisory reps. IAPD ↗
85
PRIME CAPITAL FINANCIAL — grew from 245 to 266 advisory reps. IAPD ↗
85
INTEGRITY ADVISORY SOLUTIONS — grew from 90 to 108 advisory reps. IAPD ↗
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 748 to 815 advisory reps. IAPD ↗
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 157 to 372 advisory reps. IAPD ↗
85
PRINCIPAL ADVISED SERVICES — grew from 215 to 230 advisory reps. IAPD ↗
85
SUMMIT FINANCIAL, LLC — grew from 139 to 216 advisory reps. IAPD ↗
85
KINTRA WEALTH, LLC — grew from 7 to 28 advisory reps. IAPD ↗
85
INSPIRE ADVISORS, LLC — grew from 46 to 63 advisory reps. IAPD ↗
85
SIGNAL ADVISORS WEALTH, LLC — grew from 10 to 37 advisory reps. IAPD ↗
85
IEQ CAPITAL, LLC — grew from 140 to 193 advisory reps. IAPD ↗
85
THE AMERIFLEX GROUP — grew from 166 to 181 advisory reps. IAPD ↗
85
NEW EDGE WEALTH — grew from 70 to 99 advisory reps. IAPD ↗
85
HUB INVESTMENT PARTNERS, LLC — grew from 80 to 103 advisory reps. IAPD ↗
85
CW ADVISORS, LLC — grew from 62 to 89 advisory reps. IAPD ↗
85
IMPACT PARTNERSHIP WEALTH, LLC — grew from 72 to 89 advisory reps. IAPD ↗
85
THE ASCENT GROUP, LLC — grew from 4 to 19 advisory reps. IAPD ↗
85
VESTGEN ADVISORS, LLC — grew from 30 to 58 advisory reps. IAPD ↗
85
BUCK WEALTH STRATEGIES, LLC — grew from 20 to 39 advisory reps. IAPD ↗
85
GATEWAY WEALTH PARTNERS, LLC — grew from 66 to 83 advisory reps. IAPD ↗
85
UPTICK PARTNERS, LLC — grew from 7 to 25 advisory reps. IAPD ↗
85
MODERN WEALTH MANAGEMENT, LLC — grew from 54 to 102 advisory reps. IAPD ↗
85
DIVERSIFY ADVISORY SERVICES, LLC — grew from 94 to 110 advisory reps. IAPD ↗
85
TRIAD WEALTH PARTNERS, LLC — grew from 13 to 33 advisory reps. IAPD ↗
85
GC WEALTH MANAGEMENT RIA, LLC — grew from 17 to 34 advisory reps. IAPD ↗
85
DIVERSIFY WEALTH MANAGEMENT, LLC — grew from 48 to 70 advisory reps. IAPD ↗
84
1834 INVESTMENT ADVISORS CO. — grew from 16 to 30 advisory reps. IAPD ↗
84
MEEDER ASSET MANAGEMENT, INC. — grew from 19 to 33 advisory reps. IAPD ↗
84
TRANSAMERICA RETIREMENT ADVISORS, LLC — grew from 159 to 173 advisory reps. IAPD ↗
84
ALLWORTH FINANCIAL, L.P. — grew from 151 to 165 advisory reps. IAPD ↗
84
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — grew from 436 to 450 advisory reps. IAPD ↗
84
BTG PACTUAL ASSET MANAGEMENT US , LLC — grew from 94 to 108 advisory reps. IAPD ↗
84
THE PINNACLE FINANCIAL GROUP — grew from 40 to 54 advisory reps. IAPD ↗
84
ALERA INVESTMENT ADVISORS, LLC — grew from 53 to 67 advisory reps. IAPD ↗
84
PTMA INVESTMENT ADVISORS — grew from 67 to 81 advisory reps. IAPD ↗
84
THE BALDWIN GROUP WEALTH ADVISORS, LLC — grew from 36 to 50 advisory reps. IAPD ↗
84
ASCENTIS INDEPENDENT ADVISORS, LLC — grew from 25 to 39 advisory reps. IAPD ↗
83
ONEAMERICA SECURITIES, INC. — grew from 289 to 306 advisory reps. IAPD ↗
83
W&S BROKERAGE SERVICES, INC. — grew from 67 to 86 advisory reps. IAPD ↗
83
PRINCIPAL ASSET MANAGEMENT — grew from 324 to 337 advisory reps. IAPD ↗
83
MWA FINANCIAL SERVICES, INC. — grew from 134 to 164 advisory reps. IAPD ↗
83
SAX WEALTH ADVISORS, LLC — grew from 24 to 37 advisory reps. IAPD ↗
83
AMERICAN INDEPENDENT SECURITIES GROUP, LLC — grew from 34 to 49 advisory reps. IAPD ↗
83
CORE PLANNING — grew from 32 to 61 advisory reps. IAPD ↗
83
KESTRA PRIVATE WEALTH SERVICES, LLC — grew from 198 to 211 advisory reps. IAPD ↗
83
GLOBAL VIEW CAPITAL MANAGEMENT LLC — grew from 85 to 107 advisory reps. IAPD ↗
83
CORECAP ADVISORS — grew from 97 to 110 advisory reps. IAPD ↗
83
VESTMARK ADVISORY SOLUTIONS, INC. — grew from 12 to 25 advisory reps. IAPD ↗
83
AE WEALTH MANAGEMENT, LLC — grew from 435 to 448 advisory reps. IAPD ↗
83
XYPN INVEST — grew from 34 to 51 advisory reps. IAPD ↗
83
FLORIDA FINANCIAL ADVISORS, LLC — grew from 457 to 667 advisory reps. IAPD ↗
83
VICTORY FINANCIAL — grew from 34 to 47 advisory reps. IAPD ↗
82
DAVENPORT & COMPANY LLC — grew from 216 to 228 advisory reps. IAPD ↗
82
WESBANCO SECURITIES, INC. — grew from 28 to 42 advisory reps. IAPD ↗
82
T. ROWE PRICE ASSOCIATES, INC. — grew from 533 to 545 advisory reps. IAPD ↗
82
MORGAN STANLEY AIP GP LP — grew from 157 to 169 advisory reps. IAPD ↗
82
MCF ADVISORS, LLC — grew from 18 to 30 advisory reps. IAPD ↗
82
BIP WEALTH, LLC — grew from 36 to 48 advisory reps. IAPD ↗
82
SOLTIS INVESTMENT ADVISORS, LLC — grew from 51 to 63 advisory reps. IAPD ↗
82
FIDUCIARY FINANCIAL ADVISORS — grew from 38 to 50 advisory reps. IAPD ↗
82
CYNDEO WEALTH PARTNERS — grew from 15 to 27 advisory reps. IAPD ↗
81
OAKTREE CAPITAL MANAGEMENT, L.P. — grew from 271 to 282 advisory reps. IAPD ↗
81
LARSON FINANCIAL GROUP, LLC — grew from 57 to 68 advisory reps. IAPD ↗
81
CAPITAL INVESTMENT ADVISORY SERVICES, LLC — grew from 76 to 87 advisory reps. IAPD ↗
81
CORNERSTONE WEALTH MANAGEMENT, LLC — grew from 91 to 102 advisory reps. IAPD ↗
81
NICOLET WEALTH MANAGEMENT — grew from 34 to 45 advisory reps. IAPD ↗
81
DAKOTA WEALTH, LLC — grew from 50 to 61 advisory reps. IAPD ↗
80
CHARLES SCHWAB & CO., INC. — grew from 3692 to 4127 advisory reps. IAPD ↗
80
KAYNE ANDERSON CAPITAL ADVISORS, L.P. — grew from 132 to 142 advisory reps. IAPD ↗
80
WEALTHSPIRE ADVISORS — grew from 185 to 195 advisory reps. IAPD ↗
80
CIBC PRIVATE WEALTH ADVISORS, INC. — grew from 210 to 220 advisory reps. IAPD ↗
80
BEAM WEALTH ADVISORS, INC. — grew from 17 to 27 advisory reps. IAPD ↗
80
JOHNSON WEALTH INC. — grew from 61 to 71 advisory reps. IAPD ↗
80
EMERSON EQUITY LLC — grew from 72 to 84 advisory reps. IAPD ↗
80
PERIGON WEALTH MANAGEMENT, LLC — grew from 82 to 92 advisory reps. IAPD ↗
80
ALIGHT FINANCIAL ADVISORS, LLC — grew from 50 to 60 advisory reps. IAPD ↗
80
SCHWAB WEALTH ADVISORY, INC. — grew from 987 to 1375 advisory reps. IAPD ↗
80
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — grew from 5 to 15 advisory reps. IAPD ↗
80
GIBBS WEALTH MANAGEMENT, LLC — grew from 49 to 59 advisory reps. IAPD ↗
80
FBL WEALTH MANAGEMENT, LLC — grew from 138 to 170 advisory reps. IAPD ↗
80
BULL HARBOR CAPITAL LLC. — grew from 16 to 28 advisory reps. IAPD ↗
80
CRUSONIA WEALTH ADVISORS LLC — grew from 4 to 14 advisory reps. IAPD ↗
80
INDIVISIBLE PARTNERS — grew from 3 to 13 advisory reps. IAPD ↗
79
METROPOLITAN WEST ASSET MANAGEMENT LLC — grew from 77 to 86 advisory reps. IAPD ↗
79
JANUS HENDERSON INVESTORS — grew from 143 to 152 advisory reps. IAPD ↗
79
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — grew from 137 to 146 advisory reps. IAPD ↗
79
ONE CAPITAL MANAGEMENT, LLC — grew from 46 to 55 advisory reps. IAPD ↗
79
SILVERCREST ASSET MANAGEMENT GROUP LLC — grew from 83 to 92 advisory reps. IAPD ↗
79
FOUNDERS FINANCIAL SECURITIES, LLC — grew from 92 to 101 advisory reps. IAPD ↗
79
ADVOCACY WEALTH MANAGEMENT, LLC — grew from 17 to 26 advisory reps. IAPD ↗
79
OFFIT CAPITAL — grew from 46 to 55 advisory reps. IAPD ↗
79
LANTERN WEALTH ADVISORS, LLC — grew from 15 to 26 advisory reps. IAPD ↗
79
CAPITAL INVESTMENT ADVISORS, LLC — grew from 46 to 55 advisory reps. IAPD ↗
79
ROTHSCHILD WEALTH LLC — grew from 14 to 23 advisory reps. IAPD ↗
79
BRYN MAWR TRUST ADVISORS, LLC — grew from 46 to 55 advisory reps. IAPD ↗
79
TOWNSQUARE CAPITAL, LLC — grew from 8 to 17 advisory reps. IAPD ↗
79
BLUEPRINT FINANCIAL ADVISORS — grew from 17 to 28 advisory reps. IAPD ↗
79
MARIDEA WEALTH MANAGEMENT — grew from 15 to 26 advisory reps. IAPD ↗
79
PARKWOODS WEALTH PARTNERS, LLC — grew from 3 to 14 advisory reps. IAPD ↗
79
SANTA BARBARA MANAGEMENT — grew from 6 to 17 advisory reps. IAPD ↗
78
WILMINGTON TRUST INVESTMENT MANAGEMENT — grew from 17 to 30 advisory reps. IAPD ↗
78
CALAMOS ADVISORS LLC — grew from 106 to 114 advisory reps. IAPD ↗
78
SYM FINANCIAL ADVISORS — grew from 41 to 49 advisory reps. IAPD ↗
78
MIO PARTNERS, INC. — grew from 58 to 66 advisory reps. IAPD ↗
78
TLG ADVISORS, INC. — grew from 147 to 155 advisory reps. IAPD ↗
78
ABRDN INC. — grew from 47 to 55 advisory reps. IAPD ↗
78
PLANTE MORAN FINANCIAL ADVISORS — grew from 138 to 146 advisory reps. IAPD ↗
78
REGAL INVESTMENT ADVISORS LLC — grew from 110 to 118 advisory reps. IAPD ↗
78
VALEO FINANCIAL ADVISORS, LLC — grew from 111 to 119 advisory reps. IAPD ↗
78
APRIO WEALTH MANAGEMENT, LLC — grew from 24 to 32 advisory reps. IAPD ↗
78
ASPIRIANT, LLC — grew from 97 to 105 advisory reps. IAPD ↗
78
SNOWDEN CAPITAL ADVISORS LLC — grew from 97 to 105 advisory reps. IAPD ↗
78
TRAJAN WEALTH, L.L.C. — grew from 38 to 46 advisory reps. IAPD ↗
78
ARCHFORD CAPITAL STRATEGIES, LLC — grew from 8 to 16 advisory reps. IAPD ↗
78
GLOBAL RETIREMENT PARTNERS LLC — grew from 434 to 442 advisory reps. IAPD ↗
78
CHEQUERS FINANCIAL MANAGEMENT LLC — grew from 5 to 13 advisory reps. IAPD ↗
78
1900 WEALTH — grew from 12 to 20 advisory reps. IAPD ↗
78
QUANTINNO CAPITAL MANAGEMENT LP — grew from 5 to 13 advisory reps. IAPD ↗
78
AMERICANA PARTNERS, LLC — grew from 26 to 34 advisory reps. IAPD ↗
78
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — grew from 93 to 101 advisory reps. IAPD ↗
78
F/M INVESTMENTS LLC — grew from 38 to 46 advisory reps. IAPD ↗
78
QRG CAPITAL MANAGEMENT, INC. — grew from 4 to 12 advisory reps. IAPD ↗
78
ONEPOINT BFG WEALTH PARTNERS — grew from 96 to 104 advisory reps. IAPD ↗
78
UNITED ADVISOR GROUP — grew from 43 to 51 advisory reps. IAPD ↗
78
SAPIENT CAPITAL LLC — grew from 22 to 30 advisory reps. IAPD ↗
78
DIGITAL WEALTH PARTNERS — grew from 7 to 17 advisory reps. IAPD ↗
78
A&M PRIVATE WEALTH PARTNERS, LLC — grew from 15 to 23 advisory reps. IAPD ↗
78
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC — grew from 2 to 10 advisory reps. IAPD ↗
77
MARQUETTE ASSOCIATES, INC. — grew from 57 to 64 advisory reps. IAPD ↗
77
BOYD WATTERSON ASSET MANAGEMENT, LLC — grew from 44 to 51 advisory reps. IAPD ↗
77
GRIMES & COMPANY — grew from 29 to 36 advisory reps. IAPD ↗
77
SLC MANAGEMENT — grew from 101 to 108 advisory reps. IAPD ↗
77
SOWELL MANAGEMENT — grew from 87 to 94 advisory reps. IAPD ↗
77
PNC WEALTH MANAGEMENT — grew from 818 to 825 advisory reps. IAPD ↗
77
J. SAFRA ASSET MANAGEMENT CORPORATION — grew from 6 to 13 advisory reps. IAPD ↗
77
WATERLOO CAPITAL — grew from 37 to 44 advisory reps. IAPD ↗
77
METLIFE INVESTMENT MANAGEMENT, LLC — grew from 688 to 695 advisory reps. IAPD ↗
77
FORUM FINANCIAL MANAGEMENT, LP — grew from 87 to 94 advisory reps. IAPD ↗
77
JACOBI CAPITAL MANAGEMENT, LLC — grew from 24 to 31 advisory reps. IAPD ↗
77
EVERCORE WEALTH MANAGEMENT, LLC — grew from 61 to 68 advisory reps. IAPD ↗
77
VERUS CAPITAL PARTNERS, LLC — grew from 38 to 45 advisory reps. IAPD ↗
77
KAWA CAPITAL MANAGEMENT, INC. — grew from 16 to 23 advisory reps. IAPD ↗
77
ANGELES WEALTH MANAGEMENT, LLC — grew from 6 to 13 advisory reps. IAPD ↗
77
APTUS CAPITAL ADVISORS, LLC — grew from 19 to 26 advisory reps. IAPD ↗
77
VISIONARY WEALTH ADVISORS, LLC — grew from 44 to 51 advisory reps. IAPD ↗
77
SPIDERROCK ADVISORS, LLC — grew from 36 to 43 advisory reps. IAPD ↗
77
WESTERN WEALTH MANAGEMENT LLC — grew from 88 to 95 advisory reps. IAPD ↗
77
PINEBRIDGE INVESTMENTS LLC — grew from 115 to 122 advisory reps. IAPD ↗
77
CBIZ INVESTMENT ADVISORY SERVICES, LLC — grew from 80 to 87 advisory reps. IAPD ↗
77
FROST INVESTMENT SERVICES — grew from 104 to 111 advisory reps. IAPD ↗
77
JORDAN PARK GROUP LLC — grew from 92 to 99 advisory reps. IAPD ↗
77
MARINER INDEPENDENT — grew from 99 to 106 advisory reps. IAPD ↗
77
VELA INVESTMENT MANAGEMENT, LLC — grew from 14 to 23 advisory reps. IAPD ↗
77
GDS WEALTH MANAGEMENT — grew from 15 to 22 advisory reps. IAPD ↗
77
CONCENTRIC — grew from 9 to 16 advisory reps. IAPD ↗
77
ENCOMPASS MORE ASSET MANAGEMENT LLC — grew from 76 to 85 advisory reps. IAPD ↗
77
SOVRAN ADVISORS, LLC — grew from 53 to 60 advisory reps. IAPD ↗
77
XCELSIOR ADVISOR PARTNERS LLC — grew from 4 to 13 advisory reps. IAPD ↗
77
YOUR IA, LLC — grew from 3 to 15 advisory reps. IAPD ↗
76
SHELTON CAPITAL MANAGEMENT — grew from 17 to 23 advisory reps. IAPD ↗
76
SOUTHEASTERN ASSET MANAGEMENT INC. — grew from 8 to 14 advisory reps. IAPD ↗
76
PAYDEN & RYGEL — grew from 116 to 122 advisory reps. IAPD ↗
76
GIBRALTAR CAPITAL MANAGEMENT, INC. — grew from 12 to 18 advisory reps. IAPD ↗
76
SUMMITRY, LLC — grew from 14 to 20 advisory reps. IAPD ↗
76
WALDRON PRIVATE WEALTH — grew from 41 to 47 advisory reps. IAPD ↗
76
DAI WEALTH, LLC — grew from 32 to 40 advisory reps. IAPD ↗
76
NORTHWEST ASSET MANAGEMENT — grew from 38 to 44 advisory reps. IAPD ↗
76
QUADCAP WEALTH MANAGEMENT, LLC — grew from 12 to 18 advisory reps. IAPD ↗
76
MERIDIAN WEALTH MANAGEMENT, LLC — grew from 53 to 59 advisory reps. IAPD ↗
76
ASSET ALLOCATION STRATEGIES, LLC — grew from 39 to 45 advisory reps. IAPD ↗
76
CONNECTICUT WEALTH MANAGEMENT, LLC — grew from 40 to 46 advisory reps. IAPD ↗
76
TFO FAMILY OFFICE PARTNERS — grew from 41 to 47 advisory reps. IAPD ↗
76
TVAMP, LLC — grew from 18 to 24 advisory reps. IAPD ↗
76
STEELPEAK WEALTH, LLC — grew from 29 to 35 advisory reps. IAPD ↗
76
FIRST ADVISORS NATIONAL, LLC — grew from 56 to 64 advisory reps. IAPD ↗
76
IFG ADVISORY, LLC — grew from 80 to 86 advisory reps. IAPD ↗
76
BCI SECURITIES, INC. — grew from 31 to 39 advisory reps. IAPD ↗
76
ALASKA WEALTH ADVISORS — grew from 10 to 16 advisory reps. IAPD ↗
76
CREATIVEONE WEALTH, LLC — grew from 197 to 203 advisory reps. IAPD ↗
76
BOGART WEALTH, LLC — grew from 23 to 29 advisory reps. IAPD ↗
76
SIEBERT ADVISORNXT, LLC. — grew from 24 to 32 advisory reps. IAPD ↗
76
SOVEREIGN FINANCIAL GROUP, INC. — grew from 17 to 23 advisory reps. IAPD ↗
76
ACCURATE WEALTH MANAGEMENT, LLC — grew from 41 to 47 advisory reps. IAPD ↗
76
WILLIAMS JONES WEALTH MANAGEMENT, LLC — grew from 18 to 24 advisory reps. IAPD ↗
76
FIFTH THIRD WEALTH ADVISORS LLC — grew from 52 to 58 advisory reps. IAPD ↗
76
DIVERSIFIED, LLC — grew from 28 to 34 advisory reps. IAPD ↗
76
STONEBRIDGE FINANCIAL GROUP — grew from 1 to 12 advisory reps. IAPD ↗
75
VOYA RETIREMENT ADVISORS, LLC — grew from 116 to 121 advisory reps. IAPD ↗
75
MADISON AVENUE SECURITIES, LLC — grew from 76 to 81 advisory reps. IAPD ↗
75
SANTANDER SECURITIES — grew from 103 to 108 advisory reps. IAPD ↗
75
SEI INVESTMENTS MANAGEMENT CORP — grew from 221 to 226 advisory reps. IAPD ↗
75
GRANTHAM MAYO VAN OTTERLOO & CO LLC — grew from 86 to 91 advisory reps. IAPD ↗
75
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. — grew from 34 to 39 advisory reps. IAPD ↗
75
PPM AMERICA INC — grew from 112 to 117 advisory reps. IAPD ↗
75
ENTRUST GLOBAL PARTNERS LLC — grew from 35 to 40 advisory reps. IAPD ↗
75
PATHWAY CAPITAL MANAGEMENT, LP — grew from 83 to 88 advisory reps. IAPD ↗
75
EARNED WEALTH ADVISORS, LLC — grew from 28 to 33 advisory reps. IAPD ↗
75
TA REALTY LLC — grew from 83 to 88 advisory reps. IAPD ↗
75
T. ROWE PRICE ADVISORY SERVICES, INC. — grew from 61 to 66 advisory reps. IAPD ↗
75
CREATIVE FINANCIAL DESIGNS, INC. — grew from 150 to 155 advisory reps. IAPD ↗
75
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — grew from 14 to 19 advisory reps. IAPD ↗
75
FIRST HEARTLAND CONSULTANTS, INC. — grew from 83 to 88 advisory reps. IAPD ↗
75
IMA ADVISORY SERVICES, INC. — grew from 35 to 40 advisory reps. IAPD ↗
75
AMERANT INVESTMENTS, INC. — grew from 15 to 22 advisory reps. IAPD ↗
75
WILLIS JOHNSON & ASSOCIATES, INC. — grew from 16 to 21 advisory reps. IAPD ↗
75
JFG FAMILY OFFICE — grew from 30 to 35 advisory reps. IAPD ↗
75
CERTUITY, LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
THE RETIREMENT PLANNING GROUP, LLC — grew from 28 to 33 advisory reps. IAPD ↗
75
EHRENKRANZ PARTNERS L.P. — grew from 12 to 17 advisory reps. IAPD ↗
75
GENERAL ATLANTIC SERVICE COMPANY, L.P. — grew from 406 to 411 advisory reps. IAPD ↗
75
SPROTT ASSET MANAGEMENT USA INC. — grew from 30 to 35 advisory reps. IAPD ↗
75
PINNACLE INVESTMENTS, LLC — grew from 50 to 55 advisory reps. IAPD ↗
75
PARAGON FINANCIAL ADVISORS — grew from 9 to 14 advisory reps. IAPD ↗
75
AVIOR WEALTH MANAGEMENT, LLC — grew from 120 to 125 advisory reps. IAPD ↗
75
TAMAR SECURITIES, LLC — grew from 13 to 18 advisory reps. IAPD ↗
75
P/E GLOBAL LLC — grew from 31 to 36 advisory reps. IAPD ↗
75
ASCENT WEALTH PARTNERS, LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
SOFI WEALTH LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
SUMMIT FINANCIAL WEALTH ADVISORS — grew from 12 to 17 advisory reps. IAPD ↗
75
BEACON TRUST — grew from 38 to 43 advisory reps. IAPD ↗
75
BLUE RIDGE WEALTH PLANNERS — grew from 7 to 14 advisory reps. IAPD ↗
75
LIBERTY WEALTH MANAGEMENT, LLC — grew from 18 to 23 advisory reps. IAPD ↗
75
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — grew from 26 to 31 advisory reps. IAPD ↗
75
CREDICORP CAPITAL ADVISORS LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
CX INSTITUTIONAL, LLC — grew from 68 to 73 advisory reps. IAPD ↗
75
ALTA WEALTH ADVISORS LLC — grew from 8 to 15 advisory reps. IAPD ↗
75
SYNERGY INVESTMENT MANAGEMENT LLC — grew from 9 to 16 advisory reps. IAPD ↗
75
PROSPERITAS FINANCIAL, LLC — grew from 16 to 23 advisory reps. IAPD ↗
75
APOLLON FINANCIAL, LLC — grew from 13 to 18 advisory reps. IAPD ↗
75
PORTSIDE WEALTH GROUP, LLC — grew from 42 to 47 advisory reps. IAPD ↗
75
BBVA GLOBAL WEALTH ADVISORS, INC. — grew from 24 to 29 advisory reps. IAPD ↗
75
ALTITUDE CAPITAL MANAGEMENT LLC — grew from 16 to 26 advisory reps. IAPD ↗
75
INNOVATIVE ASSET ADVISORS GROUP — grew from 4 to 11 advisory reps. IAPD ↗
74
NPF INVESTMENT ADVISORS — grew from 9 to 13 advisory reps. IAPD ↗
74
BOK FINANCIAL PRIVATE WEALTH, INC. — grew from 19 to 23 advisory reps. IAPD ↗
74
MONTICELLO ASSOCIATES, LLC — grew from 22 to 31 advisory reps. IAPD ↗
74
WASHINGTON TRUST ADVISORS — grew from 9 to 13 advisory reps. IAPD ↗
74
WELLESLEY ASSET MANAGEMENT, INC. — grew from 15 to 19 advisory reps. IAPD ↗
74
AMERAUDI ASSET MANAGEMENT, INC. — grew from 5 to 9 advisory reps. IAPD ↗
74
CRA FINANCIAL SERVICES, L.L.C. — grew from 7 to 11 advisory reps. IAPD ↗
74
NORTHEAST PLANNING ASSOCIATES, INC. — grew from 63 to 69 advisory reps. IAPD ↗
74
HUMAN INVESTING — grew from 14 to 18 advisory reps. IAPD ↗
74
HECK CAPITAL ADVISORS, LLC — grew from 20 to 24 advisory reps. IAPD ↗
74
CAPRICORN INVESTMENT GROUP LLC — grew from 12 to 16 advisory reps. IAPD ↗
74
ICG ADVISORS, LLC — grew from 20 to 24 advisory reps. IAPD ↗
74
ERBEN ASSOCIATES, LLC — grew from 4 to 10 advisory reps. IAPD ↗
74
JT STRATFORD, LLC — grew from 14 to 18 advisory reps. IAPD ↗
74
VALIANT CAPITAL MANAGEMENT, L.P. — grew from 10 to 14 advisory reps. IAPD ↗
74
SEQUENT PLANNING, LLC — grew from 70 to 76 advisory reps. IAPD ↗
74
CV ADVISORS LLC — grew from 19 to 23 advisory reps. IAPD ↗
74
STRATEGAS ASSET MANAGEMENT, LLC — grew from 9 to 15 advisory reps. IAPD ↗
74
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — grew from 11 to 15 advisory reps. IAPD ↗
74
MMBG INVESTMENT ADVISORS CO. — grew from 5 to 9 advisory reps. IAPD ↗
74
LIFEWORKS ADVISORS, LLC — grew from 33 to 39 advisory reps. IAPD ↗
74
SAGE MOUNTAIN ADVISORS, LLC — grew from 16 to 20 advisory reps. IAPD ↗
74
TRB WEALTH MANAGEMENT, LLC — grew from 9 to 13 advisory reps. IAPD ↗
74
ALLEGIANCE FINANCIAL GROUP — grew from 6 to 12 advisory reps. IAPD ↗
74
SMITH GROUP ASSET MANAGEMENT, LLC — grew from 8 to 12 advisory reps. IAPD ↗
74
ARS WEALTH ADVISORS — grew from 12 to 16 advisory reps. IAPD ↗
74
WHITTIER ADVISORS, LLC — grew from 2 to 6 advisory reps. IAPD ↗
74
CARAVELA ENERGY PARTNERS LP — grew from 7 to 13 advisory reps. IAPD ↗
74
STIFEL CAPITAL MANAGEMENT, LLC — grew from 1 to 5 advisory reps. IAPD ↗
74
W&S ADVISORY SERVICES, LLC — grew from 0 to 9 advisory reps. IAPD ↗
73
BCG SECURITIES, INC. — grew from 28 to 33 advisory reps. IAPD ↗
73
MUTUAL OF OMAHA INVESTOR SERVICES, INC. — grew from 277 to 285 advisory reps. IAPD ↗
73
CLEAN YIELD ASSET MANAGEMENT — grew from 3 to 8 advisory reps. IAPD ↗
73
NOTTINGHAM ADVISORS INC. — grew from 6 to 9 advisory reps. IAPD ↗
73
NBT CAPITAL MANAGEMENT, INC. — grew from 4 to 7 advisory reps. IAPD ↗
73
ALBION FINANCIAL GROUP — grew from 11 to 14 advisory reps. IAPD ↗
73
PEAK ASSET MANAGEMENT, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
BALDWIN INVESTMENT MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
GREENWOOD GEARHART, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP — grew from 9 to 12 advisory reps. IAPD ↗
73
STANLEY-LAMAN GROUP LTD. — grew from 10 to 13 advisory reps. IAPD ↗
73
AMB WEALTH, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
PINNACLE WEALTH ADVISORS — grew from 9 to 14 advisory reps. IAPD ↗
73
OVERBROOK MANAGEMENT CORPORATION — grew from 4 to 7 advisory reps. IAPD ↗
73
GRADIENT WEALTH MANAGEMENT — grew from 62 to 67 advisory reps. IAPD ↗
73
WEALTHCROSSING — grew from 10 to 13 advisory reps. IAPD ↗
73
STRATHMORE CAPITAL ADVISORS — grew from 6 to 11 advisory reps. IAPD ↗
73
IWP WEALTH MANAGEMENT LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
LEVIN CAPITAL STRATEGIES, L.P. — grew from 6 to 9 advisory reps. IAPD ↗
73
TRUENORTH WEALTH — grew from 7 to 10 advisory reps. IAPD ↗
73
RIVERFRONT INVESTMENT GROUP, LLC — grew from 9 to 12 advisory reps. IAPD ↗
73
INSIGHT STRATEGIC WEALTH LLC — grew from 2 to 7 advisory reps. IAPD ↗
73
JACKSON WEALTH MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
LMCG INVESTMENTS, LLC — grew from 13 to 16 advisory reps. IAPD ↗
73
AGW CAPITAL ADVISORS — grew from 11 to 14 advisory reps. IAPD ↗
73
EXPAND FINANCIAL, LLC — grew from 3 to 6 advisory reps. IAPD ↗
73
DESCHUTES INVESTMENT CONSULTING, LLC — grew from 7 to 10 advisory reps. IAPD ↗
73
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — grew from 18 to 23 advisory reps. IAPD ↗
73
MSH CAPITAL ADVISORS LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
HARVEST INVESTMENT SERVICES, LLC — grew from 23 to 28 advisory reps. IAPD ↗
73
WALKNER CONDON FINANCIAL ADVISORS LLC — grew from 13 to 16 advisory reps. IAPD ↗
73
STRATEGY FINANCIAL GROUP — grew from 5 to 10 advisory reps. IAPD ↗
73
MAS ADVISORS LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
BILTMORE FAMILY OFFICE, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
ENVESTNET RETIREMENT SOLUTIONS, LLC — grew from 12 to 15 advisory reps. IAPD ↗
73
WEALTH WATCH ADVISORS, INC — grew from 47 to 52 advisory reps. IAPD ↗
73
MONOGRAPH WEALTH ADVISORS, LLC — grew from 7 to 10 advisory reps. IAPD ↗
73
DOUBLELINE ALTERNATIVES LP — grew from 6 to 9 advisory reps. IAPD ↗
73
SOVEREIGN WEALTH ADVISORS LLC — grew from 30 to 35 advisory reps. IAPD ↗
73
DGS CAPITAL MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
73
BECK BODE LLC — grew from 11 to 16 advisory reps. IAPD ↗
73
RHAME & GORRELL WEALTH MANAGEMENT — grew from 9 to 12 advisory reps. IAPD ↗
73
GOLDEN RESERVE RETIREMENT, LLC — grew from 17 to 22 advisory reps. IAPD ↗
73
INDEPENDENT WEALTH NETWORK, INC. — grew from 25 to 30 advisory reps. IAPD ↗
73
WISS PRIVATE CLIENT ADVISORS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
OPEROSE ADVISORS LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
BOLDIN ADVISORS — grew from 6 to 14 advisory reps. IAPD ↗
73
DAHRING | CUSMANO AND ASSOCIATES — grew from 4 to 9 advisory reps. IAPD ↗
73
ODEON CAPITAL ADVISORS LLC — grew from 3 to 8 advisory reps. IAPD ↗
73
HUNTER CAPITAL MANAGEMENT — grew from 5 to 8 advisory reps. IAPD ↗
73
RWM CAPITAL, LLC — grew from 13 to 21 advisory reps. IAPD ↗
73
ENDEAVOR PRIVATE WEALTH, INC. — grew from 4 to 9 advisory reps. IAPD ↗
73
JVP MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
73
BROOKLYN INVESTMENT GROUP, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
SYON CAPITAL LLC — grew from 2 to 5 advisory reps. IAPD ↗
73
ENDEAVOR ADVISORS, LLC — grew from 3 to 8 advisory reps. IAPD ↗
73
ARIS INVESTING — grew from 4 to 7 advisory reps. IAPD ↗
73
FARTHER ASSET MANAGEMENT, LLC — grew from 2 to 5 advisory reps. IAPD ↗
73
SYNTHETICFI LLC — grew from 2 to 7 advisory reps. IAPD ↗
73
BROADVIEW WEALTH PARTNERS — grew from 2 to 7 advisory reps. IAPD ↗
72
THE INVESTMENT COUNSEL COMPANY — grew from 9 to 11 advisory reps. IAPD ↗
72
RANDOLPH CO INC — grew from 2 to 4 advisory reps. IAPD ↗
72
TFC FINANCIAL MANAGEMENT INC — grew from 10 to 12 advisory reps. IAPD ↗
72
PAUL COMSTOCK PARTNERS — grew from 8 to 10 advisory reps. IAPD ↗
72
BLOOM ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
72
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
OAK RIDGE INVESTMENTS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
DIVERSIFIED PORTFOLIOS, INC. — grew from 9 to 11 advisory reps. IAPD ↗
72
PORTLAND GLOBAL ADVISORS LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
72
CAHILL FINANCIAL ADVISORS, INC. — grew from 10 to 12 advisory reps. IAPD ↗
72
KNIGHTSBRIDGE WEALTH MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗
72
DEW WEALTH MANAGEMENT — grew from 20 to 24 advisory reps. IAPD ↗
72
FINANCIAL PLAN, INC. — grew from 9 to 11 advisory reps. IAPD ↗
72
THE PLANNING CENTER, INC. — grew from 10 to 12 advisory reps. IAPD ↗
72
COLUMBIA ASSET MANAGEMENT, L.L.C. — grew from 4 to 6 advisory reps. IAPD ↗
72
PATHWAY FINANCIAL ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
MEZZASALMA ADVISORS — grew from 1 to 5 advisory reps. IAPD ↗
72
BASSO CAPITAL MANAGEMENT, L.P. — grew from 4 to 6 advisory reps. IAPD ↗
72
AUREUS ASSET MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — grew from 4 to 6 advisory reps. IAPD ↗
72
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
STONE HOUSE INVESTMENT MANAGEMENT, LLC — grew from 13 to 17 advisory reps. IAPD ↗
72
ENERGY INCOME PARTNERS — grew from 6 to 8 advisory reps. IAPD ↗
72
CIRCLE WEALTH MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
CAPITAL WEALTH PLANNING, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
FORT SHERIDAN ADVISORS LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
FIRST FINANCIAL COACHING, INC. — grew from 10 to 14 advisory reps. IAPD ↗
72
FIELDER CAPITAL GROUP LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — grew from 28 to 35 advisory reps. IAPD ↗
72
REGAN CAPITAL — grew from 3 to 5 advisory reps. IAPD ↗
72
MARSHALL + STERLING WEALTH ADVISORS, INC. — grew from 7 to 9 advisory reps. IAPD ↗
72
SEROS FINANCIAL, LLC — grew from 3 to 7 advisory reps. IAPD ↗
72
360 FINANCIAL — grew from 5 to 9 advisory reps. IAPD ↗
72
DORSEY ASSET MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
72
CONCENTUS WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
72
VERDAD ADVISERS, L.P. — grew from 6 to 8 advisory reps. IAPD ↗
72
BENTOAK CAPITAL — grew from 15 to 19 advisory reps. IAPD ↗
72
RIVER WEALTH ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
SHARIAPORTFOLIO, INC. — grew from 7 to 9 advisory reps. IAPD ↗
72
WELLINGTON INVESTMENT ADVISORS — grew from 5 to 9 advisory reps. IAPD ↗
72
SKYVIEW INVESTMENT ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
CROSSINGBRIDGE ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
MERIDIAN WEALTH PARTNERS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
ROSSMORE PRIVATE CAPITAL, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
THE COURY FIRM — grew from 10 to 12 advisory reps. IAPD ↗
72
TOMS CAPITAL INVESTMENT MANAGEMENT LP — grew from 5 to 7 advisory reps. IAPD ↗
72
ATOM INVESTORS LP — grew from 6 to 8 advisory reps. IAPD ↗
72
CURATED WEALTH PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
ASPIRE CAPITAL ADVISORS LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
SEAVIEW INVESTMENT MANAGERS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
STOKES FAMILY OFFICE LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
PAINTED PORCH ADVISORS LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
PRESIDIO CAPITAL MANAGEMENT, LLC — grew from 5 to 9 advisory reps. IAPD ↗
72
BT FAMILY OFFICE, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
HAYS FINANCIAL GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
O'HAGAN GROUP, INC. — grew from 8 to 10 advisory reps. IAPD ↗
72
DOUBLE EAGLE FAMILY OFFICES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
WEST WEALTH GROUP, LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
ONEASCENT FAMILY OFFICES — grew from 6 to 10 advisory reps. IAPD ↗
72
SPIREPOINT PRIVATE CLIENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
WEST INVEST — grew from 5 to 9 advisory reps. IAPD ↗
72
MASTER'S WEALTH MANAGEMENT INC. — grew from 5 to 9 advisory reps. IAPD ↗
72
IFC ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
ARENA PRIVATE WEALTH — grew from 4 to 8 advisory reps. IAPD ↗
72
UNITING WEALTH PARTNERS — grew from 7 to 11 advisory reps. IAPD ↗
72
BEATRICE ADVISORS LP — grew from 2 to 6 advisory reps. IAPD ↗
72
INTELLUS ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
BLUE CURVE ADVISORY, LLC — grew from 1 to 8 advisory reps. IAPD ↗
72
ELEVATED FINANCIAL GROUP — grew from 4 to 8 advisory reps. IAPD ↗
72
VERITA STRATEGIC WEALTH PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
OAKWORTH ASSET MANAGEMENT, LLC — grew from 15 to 19 advisory reps. IAPD ↗
72
AXIENT INVESTMENT ADVISORS LLC — grew from 8 to 12 advisory reps. IAPD ↗
72
NERDWALLET WEALTH PARTNERS, LLC — grew from 7 to 11 advisory reps. IAPD ↗
71
MONEY MANAGEMENT SERVICES INC — grew from 4 to 7 advisory reps. IAPD ↗
71
CMG CAPITAL MANAGEMENT GROUP, INC. — grew from 5 to 8 advisory reps. IAPD ↗
71
BRADFORD FINANCIAL CENTER — grew from 8 to 14 advisory reps. IAPD ↗
71
PLAN GROUP FINANCIAL, INC. — grew from 14 to 17 advisory reps. IAPD ↗
71
CORNERSTONE WEALTH ADVISORS, INC. — grew from 5 to 8 advisory reps. IAPD ↗
71
NET WORTH ADVISORY GROUP, LLC — grew from 10 to 13 advisory reps. IAPD ↗
71
WEALTH OKLAHOMA — grew from 3 to 6 advisory reps. IAPD ↗
71
DASH INVESTMENTS — grew from 4 to 7 advisory reps. IAPD ↗
71
NORTH BERKELEY WEALTH MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗
71
ACP CAPITAL MANAGEMENT, LLC — grew from 9 to 12 advisory reps. IAPD ↗
71
LIFEPLAN GROUP — grew from 2 to 5 advisory reps. IAPD ↗
71
GBM WEALTH MANAGEMENT, INC. — grew from 5 to 8 advisory reps. IAPD ↗
71
MONEX ASSET MANAGEMENT, INC. — grew from 14 to 17 advisory reps. IAPD ↗
71
ELEVATE WEALTH ADVISORY, INC. — grew from 7 to 10 advisory reps. IAPD ↗
71
CREAND MANAGEMENT — grew from 11 to 14 advisory reps. IAPD ↗
71
MCMILLAN OFFICE, INC. — grew from 1 to 4 advisory reps. IAPD ↗
71
STONEMARK WEALTH MANAGEMENT — grew from 5 to 8 advisory reps. IAPD ↗
71
PRACTICECFO INVESTMENTS — grew from 9 to 12 advisory reps. IAPD ↗
71
CLIENT 1ST ADVISORY GROUP — grew from 4 to 7 advisory reps. IAPD ↗
71
J. HAGAN CAPITAL, INC. — grew from 7 to 10 advisory reps. IAPD ↗
71
HOBART WEALTH — grew from 8 to 11 advisory reps. IAPD ↗
71
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC — grew from 8 to 11 advisory reps. IAPD ↗
71
VIZCAYA CAPITAL, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
LAS OLAS CAPITAL ADVISORS, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
D.B. ROOT & COMPANY, LLC — grew from 12 to 15 advisory reps. IAPD ↗
71
STANCE CAPITAL LLC — grew from 2 to 5 advisory reps. IAPD ↗
71
TANDEM FINANCIAL, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
ARCH GLOBAL ADVISORS, LLC — grew from 4 to 10 advisory reps. IAPD ↗
71
MERKLE RETIREMENT PLANNING — grew from 7 to 10 advisory reps. IAPD ↗
71
RESURGENT ADVISORS — grew from 7 to 10 advisory reps. IAPD ↗
71
EMPOWER WEALTH MANAGEMENT — grew from 2 to 5 advisory reps. IAPD ↗
71
BLACK KNIGHT WEALTH MANAGEMENT, LLC — grew from 7 to 10 advisory reps. IAPD ↗
71
QUANTUM PRIVATE WEALTH, LLC — grew from 1 to 4 advisory reps. IAPD ↗
71
ONEASCENT WEALTH MANAGEMENT — grew from 9 to 12 advisory reps. IAPD ↗
71
INTERCHANGE CAPITAL PARTNERS — grew from 4 to 7 advisory reps. IAPD ↗
71
GREENUP STREET WEALTH MANAGEMENT LLC — grew from 15 to 18 advisory reps. IAPD ↗
71
SAXON FINANCIAL GROUP — grew from 12 to 15 advisory reps. IAPD ↗
71
EVERSTAR ASSET MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
MIRABILIS MANAGEMENT COMPANY LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
SPARTA WEALTH PARTNERS — grew from 5 to 8 advisory reps. IAPD ↗
71
FIAT WEALTH MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
71
BASE WEALTH MANAGEMENT — grew from 6 to 9 advisory reps. IAPD ↗
71
JESSUP WEALTH MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
71
PUREFI WEALTH, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
CATALYST WEALTH MANAGEMENT LLC — grew from 16 to 22 advisory reps. IAPD ↗
71
AURDAN CAPITAL MANAGEMENT, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
KILTER GROUP — grew from 4 to 7 advisory reps. IAPD ↗
71
CARRERA CAPITAL ADVISORS — grew from 9 to 12 advisory reps. IAPD ↗
71
SANDRO WEALTH MANAGEMENT LLC — grew from 5 to 11 advisory reps. IAPD ↗
71
HEADLAND CAPITAL — grew from 9 to 12 advisory reps. IAPD ↗
71
INFLECTION CAPITAL MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
PW NOVA FINANCIAL SERVICES LLC — grew from 3 to 6 advisory reps. IAPD ↗
70
MARTIN NELSON & CO., INC. — grew from 2 to 4 advisory reps. IAPD ↗
70
CARLSON INVESTMENTS — grew from 6 to 8 advisory reps. IAPD ↗
70
PARK PLACE CAPITAL CORPORATION — grew from 5 to 7 advisory reps. IAPD ↗
70
ADVANCED FINANCIAL STRATEGIES INC — grew from 4 to 6 advisory reps. IAPD ↗
70
THOMAS J. HERZFELD ADVISORS, INC. — grew from 4 to 6 advisory reps. IAPD ↗
70
LEGACY CONSULTING GROUP — grew from 2 to 4 advisory reps. IAPD ↗
70
TOWER VIEW WEALTH MANAGEMENT LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
COMPASS FINANCIAL ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
SPECTRUM ASSET MANAGEMENT INC — grew from 9 to 11 advisory reps. IAPD ↗
70
NORTH POINT PORTFOLIO MANAGERS CORPORATION — grew from 4 to 6 advisory reps. IAPD ↗
70
SHAKESPEARE WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
CORUS FAMILY WEALTH ADVISORS, INC. — grew from 6 to 8 advisory reps. IAPD ↗
70
ELEMENT WEALTH, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
ROBERTSON INVESTMENT MANAGEMENT — grew from 8 to 10 advisory reps. IAPD ↗
70
TRANSITION FINANCIAL ADVISORS GROUP, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
FINANCIAL SECURITY MANAGEMENT, INC — grew from 5 to 7 advisory reps. IAPD ↗
70
WEALTHHARBOR CAPITAL GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WATERFORD ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
GERBER, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
MATSON FINANCIAL ADVISORS, INC. — grew from 3 to 5 advisory reps. IAPD ↗
70
ALLGEN FINANCIAL ADVISORS, INC. — grew from 10 to 12 advisory reps. IAPD ↗
70
PERSIUM ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
CAPCO ASSET MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
SATOVSKY ASSET MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
OPTIMUS CAPITAL ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
COOK & BYNUM CAPITAL MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WEALTHVIEW CAPITAL, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
IRONWOOD FINANCIAL, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
MISSION CREEK CAPITAL PARTNERS, INC. — grew from 8 to 10 advisory reps. IAPD ↗
70
PROMUS ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
70
WWM FINANCIAL — grew from 5 to 7 advisory reps. IAPD ↗
70
FORTRESS PLANNING GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
ROI FINANCIAL — grew from 3 to 5 advisory reps. IAPD ↗
70
ALTERNATIVE INVESTMENT ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
VINCI PARTNERS USA — grew from 4 to 6 advisory reps. IAPD ↗
70
WATERWAY WEALTH MANAGEMENT, L.L.C. — grew from 2 to 4 advisory reps. IAPD ↗
70
ARGENT RETIREMENT PLAN ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
MURPHY & SYLVEST — grew from 5 to 7 advisory reps. IAPD ↗
70
EPIQ PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
SILVERLAKE WEALTH MANAGEMENT LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
GREENWICH ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
MCBEATH FINANCIAL GROUP — grew from 6 to 8 advisory reps. IAPD ↗
70
LECONTE WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
SIMS INVESTMENT MANAGEMENT LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
CRESTA ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
BROPHY WEALTH MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
SALVUS WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ROSE CAPITAL ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
KEELER & NADLER FAMILY WEALTH — grew from 7 to 9 advisory reps. IAPD ↗
70
LEADING EDGE FINANCIAL PLANNING LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
MERIDIAN FINANCIAL PARTNERS LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ACUMEN WEALTH ADVISORS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
HURLOW WEALTH MANAGEMENT GROUP, INC. — grew from 8 to 10 advisory reps. IAPD ↗
70
SUMMIT WEALTH PARTNERS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
SPG ADVISORS LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
GOALVEST ADVISORY LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
OASIS WEALTH PLANNING ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
70
MATRIX PRIVATE CAPITAL GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
GOODMAN ADVISORY GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
BALLAST ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
IRONBRIDGE PRIVATE WEALTH, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ASTORIA PORTFOLIO ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
MOMENTOUS WEALTH MANAGEMENT, INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
BRAINVEST WEALTH MANAGEMENT LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
PEAK PLANNING GROUP, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
AFFINITY WEALTH MANAGEMENT LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
THE DALA GROUP, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
FERGUSON SHAPIRO LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
HASSELL WEALTH MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
BLUE ROCK FINANCIAL GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
GREAT DIAMOND PARTNERS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BELLWETHER WEALTH — grew from 5 to 7 advisory reps. IAPD ↗
70
PACES FERRY WEALTH ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
INTELLIGENT WEALTH SOLUTIONS LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
RETIRERIGHT CONSULTING GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
BURKHOLDER WEALTH MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
BROWN | MILLER WEALTH MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
SWAN CAPITAL — grew from 4 to 6 advisory reps. IAPD ↗
70
STONECROP WEALTH ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WASHINGTON AVENUE ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
BR WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
70
STRAIT & SOUND — grew from 7 to 9 advisory reps. IAPD ↗
70
RISE ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
PACIFIC POINT ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ELYSIUM WEALTH MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
LANDING POINT FINANCIAL GROUP — grew from 5 to 7 advisory reps. IAPD ↗
70
MOMENT PRIVATE WEALTH — grew from 4 to 6 advisory reps. IAPD ↗
70
REFRAME WEALTH, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
HERITAGE WEALTH MANAGEMENT, INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
EQUITY WEALTH PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
VALTRION CAPITAL MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
UNIVERSAL FINANCIAL ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
BALLAST ROCK PRIVATE WEALTH — grew from 6 to 8 advisory reps. IAPD ↗
70
OPAL CAPITAL LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
MEMBERS WEALTH LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
EVEXIA WEALTH, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
VARRA FINANCIAL — grew from 5 to 7 advisory reps. IAPD ↗
70
CORNERSTONE ADVISORS LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
55 NORTH PRIVATE WEALTH — grew from 5 to 7 advisory reps. IAPD ↗
70
LEGACY WEALTH ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
QUANTUM PORTFOLIO MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
SYKON CAPITAL LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
CURIO WEALTH, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
IMPACT RETIREMENT ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
70
QTR FAMILY WEALTH, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
NIGHT SQUARED LP — grew from 9 to 11 advisory reps. IAPD ↗
70
PARADIGM INVESTMENT ADVISORY, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
WARNER WEALTH — grew from 5 to 7 advisory reps. IAPD ↗
70
SANDS CAPITAL HORIZONS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
GREENSTONE BELT WEALTH ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
ASSET ONE WEALTH MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
SPIEGELMAN WEALTH MANAGEMENT, INC. — grew from 1 to 3 advisory reps. IAPD ↗
70
WASHINGTON PARK CAPITAL MANAGEMENT, LLC — grew from 1 to 3 advisory reps. IAPD ↗
69
SUPREME ALLIANCE LLC — grew from 11 to 15 advisory reps. IAPD ↗
69
FLORIAN FINANCIAL GROUP LLC — grew from 1 to 5 advisory reps. IAPD ↗
69
QUEST 10 WEALTH BUILDERS, INC. — grew from 4 to 8 advisory reps. IAPD ↗
69
SIMPLYRIA ADVISOR NETWORK — grew from 20 to 24 advisory reps. IAPD ↗
69
DUTCH ASSET CORPORATION — grew from 4 to 8 advisory reps. IAPD ↗
69
FOUR POINTS ADVISORS, LLC — grew from 7 to 11 advisory reps. IAPD ↗
69
SIMMONS CAPITAL GROUP — grew from 4 to 8 advisory reps. IAPD ↗
69
BRASIL PLURAL INVESTMENT ADVISOR LLC — grew from 10 to 14 advisory reps. IAPD ↗
69
J.M. ARBOUR, LLC — grew from 6 to 10 advisory reps. IAPD ↗
69
THE WEALTH BOUTIQUE — grew from 7 to 11 advisory reps. IAPD ↗
69
ICW HOLDINGS, LLC — grew from 1 to 5 advisory reps. IAPD ↗
69
ALIANZA CORP. INVESTMENT ADVISOR — grew from 1 to 5 advisory reps. IAPD ↗
69
TOTAL WEALTH SERVICES, LLC — grew from 2 to 6 advisory reps. IAPD ↗
69
MARTINWRIGHT ADVISORY, LLC — grew from 1 to 5 advisory reps. IAPD ↗
68
RMR WEALTH MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
68
TREASURE COAST FINANCIAL PLANNING, INC. — grew from 2 to 5 advisory reps. IAPD ↗
68
PARADY WEALTH MANAGEMENT — grew from 2 to 5 advisory reps. IAPD ↗
68
CENTENNIAL ADVISORS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
CAPITAL ADVISOR NETWORK — grew from 6 to 9 advisory reps. IAPD ↗
68
QUILITY FINANCIAL ADVISORS — grew from 10 to 13 advisory reps. IAPD ↗
68
DRIVEN INVESTMENTS LLC — grew from 5 to 8 advisory reps. IAPD ↗
68
ADDITION WEALTH — grew from 10 to 13 advisory reps. IAPD ↗
68
FUNDIFY ADVISORS LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
TSG ALPHA PARTNERS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
LUMIDA WEALTH MANAGEMENT LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
LITTLE RIVER CAPITAL PARTNERS, LP — grew from 4 to 7 advisory reps. IAPD ↗
68
DACHTLER WEALTH ADVISORS, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
BZ WEALTH ADVISORS, LLC — grew from 3 to 6 advisory reps. IAPD ↗
67
NATIONWIDE SECURITIES, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
FINANCIAL MANAGEMENT, INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
PRIVATE ASSET MANAGEMENT INC — grew from 2 to 4 advisory reps. IAPD ↗
67
MILLER, GESKO & COMPANY INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
CONTEGO CAPITAL GROUP, INC. — grew from 6 to 8 advisory reps. IAPD ↗
67
TSAI CAPITAL CORPORATION — grew from 1 to 3 advisory reps. IAPD ↗
67
ADVANCED ADVISOR GROUP, LLC — grew from 9 to 11 advisory reps. IAPD ↗
67
PROVIDENCE FINANCIAL AND INSURANCES, INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
FORTRESS FINANCIAL SOLUTIONS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
WISDOM FINANCIAL PLANNING — grew from 1 to 3 advisory reps. IAPD ↗
67
DRAPER ASSET MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
ASCENDOR WEALTH, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
LAIDLAW WEALTH MANAGEMENT LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
ALPHA WEALTH FUNDS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
67
BAUMAN WEALTH ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
67
FINANCIAL AVENUES — grew from 2 to 4 advisory reps. IAPD ↗
67
SHADOWRIDGE ASSET MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
OPAL ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
67
WEALTH TEAMS ALLIANCE — grew from 10 to 12 advisory reps. IAPD ↗
67
REVERE WEALTH MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
BAYNTREE WEALTH ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
PINNACLE WEALTH MANAGEMENT GROUP, INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
PROSPERITEA PLANNING — grew from 2 to 4 advisory reps. IAPD ↗
67
BRIGHTPLAN LLC — grew from 7 to 9 advisory reps. IAPD ↗
67
DAVIS WEALTH ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
67
LONE PEAK ADVISERS — grew from 6 to 8 advisory reps. IAPD ↗
67
DELOS CAPITAL ADVISORS — grew from 4 to 6 advisory reps. IAPD ↗
67
PLANROCK WEALTH STRATEGIES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
EVOLUTION WEALTH MANAGEMENT INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
KEYSTONE FINANCIAL SERVICES, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
GLOBAL INVESTMENT ADVISORY — grew from 3 to 5 advisory reps. IAPD ↗
67
DIAMOND CLIENT GROUP, LLC — grew from 9 to 11 advisory reps. IAPD ↗
67
DIRECTIONAL ADVISORS — grew from 1 to 3 advisory reps. IAPD ↗
67
FITZWILLIAMS WEALTH MANAGEMENT INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
KIRK CAPITAL ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
OAC CAPITAL ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
GAMBIT CAPITAL MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
BURGESS INVESTMENT GROUP, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
AMERICAN EXPATS IN EUROPE LTD. — grew from 1 to 3 advisory reps. IAPD ↗
67
STEWARD ADVISORS GROUP, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
INDEX TECHNOLOGIES GROUP LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
AZURA PARTNERS US LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
INNOVATIVE FAMILY OFFICE LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
RDG CAPITAL MANAGEMENT LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
FCIG WEALTH MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
EXPRESSIVE WEALTH LLC — grew from 7 to 9 advisory reps. IAPD ↗
67
BLUE BEAR FINANCIAL, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
OXFORD WEALTH MANAGEMENT — grew from 1 to 3 advisory reps. IAPD ↗
67
CATOCTIN RIDGE WEALTH PARTNER — grew from 2 to 4 advisory reps. IAPD ↗
67
STRIVE FINANCIAL GROUP, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
JET WEALTH ADVISORS — grew from 4 to 6 advisory reps. IAPD ↗
67
STORGATE, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
SLEDGE AND COMPANY WEALTH ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
67
TUTTLE WEALTH PARTNERS LLC — grew from 1 to 3 advisory reps. IAPD ↗
65
O'BRIEN WEALTH PARTNERS LLC — (WALTHAM, MA) left the SEC roster (was $1.11B RAUM, 11 reps). IAPD ↗
65
MERITAGE PORTFOLIO MANAGEMENT, INC. — (OVERLAND PARK, KS) left the SEC roster (was $2.42B RAUM, 11 reps). IAPD ↗
65
SOL CAPITAL MANAGEMENT CO — (ROCKVILLE, MD) left the SEC roster (was $2.98B RAUM, 9 reps). IAPD ↗
65
SB CAPITAL MANAGEMENT, INC. — (ENCINO, CA) left the SEC roster (was $1.23B RAUM, 6 reps). IAPD ↗
65
HERITAGE FINANCIAL SERVICES — (WESTWOOD, MA) left the SEC roster (was $2.99B RAUM, 23 reps). IAPD ↗
65
THE FINANCIAL ADVISORS, LLC — (ANDOVER, MA) left the SEC roster (was $1.11B RAUM, 7 reps). IAPD ↗
65
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT — (OLYMPIA, WA) left the SEC roster (was $4.07B RAUM, 85 reps). IAPD ↗
65
HUB INVESTMENT ADVISORS, INC — (OMAHA, NE) left the SEC roster (was $2.07B RAUM, 7 reps). IAPD ↗
65
TOTAL WEALTH PLANNING, LLC — (CINCINNATI, OH) left the SEC roster (was $1.18B RAUM, 16 reps). IAPD ↗
65
GPS WEALTH STRATEGIES GROUP, LLC — (CENTENNIAL, CO) left the SEC roster (was $1.42B RAUM, 5 reps). IAPD ↗
65
STEPHENS CONSULTING, LLC — (FLINT, MI) left the SEC roster (was $1.07B RAUM, 10 reps). IAPD ↗
63
BURT WEALTH ADVISORS — (NORTH BETHESDA, MD) left the SEC roster (was $876.2M RAUM, 9 reps). IAPD ↗
63
WEALTH PLANNING CORP — (CINCINNATI, OH) left the SEC roster (was $518.2M RAUM, 7 reps). IAPD ↗
63
LOC INVESTMENT ADVISERS — (HURRICANE, WV) left the SEC roster (was $771.0M RAUM, 6 reps). IAPD ↗
63
BEDDOW CAPITAL MANAGEMENT INC — (JACKSON, WY) left the SEC roster (was $277.9M RAUM, 1 reps). IAPD ↗
63
DUNCAN & HALEY, LTD. — (SEATTLE, WA) left the SEC roster (was $664.1M RAUM, 4 reps). IAPD ↗
63
FORTRESS WEALTH MANAGEMENT, INC. — (CULVER CITY, CA) left the SEC roster (was $269.3M RAUM, 3 reps). IAPD ↗
63
THE MARSHALL FINANCIAL GROUP, INC — (DOYLESTOWN, PA) left the SEC roster (was $866.4M RAUM, 20 reps). IAPD ↗
63
CREEGAN & NASSOURA FINANCIAL GROUP, LLC — (PORTSMOUTH, NH) left the SEC roster (was $281.6M RAUM, 2 reps). IAPD ↗
63
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC — (WALTHAM, MA) left the SEC roster (was $885.4M RAUM, 14 reps). IAPD ↗
63
LONGVIEW ASSET MANAGEMENT, LLC — (SANTA FE, NM) left the SEC roster (was $339.5M RAUM, 3 reps). IAPD ↗
63
PROSPECTOR PARTNERS, LLC — (GUILFORD, CT) left the SEC roster (was $811.7M RAUM, 9 reps). IAPD ↗
63
YOUR RETIREMENT COACH — (MARIETTA, GA) left the SEC roster (was $377.1M RAUM, 7 reps). IAPD ↗
63
BENSON INVESTMENT MANAGEMENT COMPANY, INC. — (location n/a) left the SEC roster (was $334.4M RAUM, 1 reps). IAPD ↗
63
FINANCIAL PLANNING SOLUTIONS, LLC — (AUBURNDALE, MA) left the SEC roster (was $312.4M RAUM, 6 reps). IAPD ↗
63
BETTER MONEY DECISIONS — (SANTA FE, NM) left the SEC roster (was $326.8M RAUM, 6 reps). IAPD ↗
63
ACCESS WEALTH MANAGEMENT, INC. — (LOUISVILLE, KY) left the SEC roster (was $319.0M RAUM, 3 reps). IAPD ↗
63
MY LEGACY ADVISORS, LLC — (BEND, OR) left the SEC roster (was $333.1M RAUM, 4 reps). IAPD ↗
63
TRG ADVISORS, INC. — (LAKEWOOD RANCH, FL) left the SEC roster (was $547.7M RAUM, 3 reps). IAPD ↗
63
HUMANKIND INVESTMENTS — (NEW YORK, NY) left the SEC roster (was $442.8M RAUM, 5 reps). IAPD ↗
63
MGB WEALTH MANAGEMENT, LLC — (ADDISON, TX) left the SEC roster (was $421.9M RAUM, 2 reps). IAPD ↗
63
PURE PORTFOLIOS — (LAKE OSWEGO, OR) left the SEC roster (was $360.5M RAUM, 4 reps). IAPD ↗
63
LONG RUN WEALTH ADVISORS, LLC — (LAKE PLACID, NY) left the SEC roster (was $514.2M RAUM, 7 reps). IAPD ↗
63
BEACON FINANCIAL GROUP, INC. — (AURORA, OH) left the SEC roster (was $745.9M RAUM, 7 reps). IAPD ↗
60
PITTSBURGH FINANCIAL PLANNERS, INC. — (BRIDGEVILLE, PA) left the SEC roster (was $160.6M RAUM, 4 reps). IAPD ↗
60
JOSEPH GUNNAR & CO., LLC — (UNIONDALE, NY) left the SEC roster (was $34.0M RAUM, 5 reps). IAPD ↗
60
BISHOP & ASSOCIATES INC — (PHILADELPHIA, PA) left the SEC roster (was $106.1M RAUM, 2 reps). IAPD ↗
60
U.S. FINANCIAL ADVISORS — (WILMINGTON, DE) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗
60
HORIZON CAPITAL MANAGEMENT, INC. — (location n/a) left the SEC roster (was $2.6M RAUM, 1 reps). IAPD ↗
60
ALPINE CAPITAL STRATEGIES LLC — (location n/a) left the SEC roster (was $245.1M RAUM, 1 reps). IAPD ↗
60
DICK RIVERA & ASSOCIATES — (PENSACOLA BEACH, FL) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
60
DALE BUCKNER, INC. — (AMARILLO, TX) left the SEC roster (was $167.5M RAUM, 2 reps). IAPD ↗
60
COUGHLIN FINANCIAL SERVICES, INC. — (LARCHMONT, NY) left the SEC roster (was $35.2M RAUM, 1 reps). IAPD ↗
60
NEWSHOLME FINANCIAL GROUP, INC. — (YORKTOWN HTS, NY) left the SEC roster (was $59.9M RAUM, 2 reps). IAPD ↗
60
PACIFICA WEALTH ADVISORS, INC. — (location n/a) left the SEC roster (was $176.1M RAUM, 1 reps). IAPD ↗
60
FINLEY WEALTH ADVISORS — (ESTERO, FL) left the SEC roster (was $119.5M RAUM, 2 reps). IAPD ↗
60
AGDEAVOR INVESTMENTS — (WORTHINGTON, OH) left the SEC roster (was $24.8M RAUM, 3 reps). IAPD ↗
60
INSIGHT WEALTH STRATEGIES, LP — (IRVINE, CA) left the SEC roster (was $109.2M RAUM, 2 reps). IAPD ↗
60
WAYPOINT STRATEGIC ADVISORS — (SUMMERVILLE, SC) left the SEC roster (was $136.3M RAUM, 4 reps). IAPD ↗
60
IUR CAPITAL, LLC — (MIAMI, FL) left the SEC roster (was $4.7M RAUM, 1 reps). IAPD ↗
60
BELLWOOD CAPITAL FUND ADVISORS — (location n/a) left the SEC roster (was $6.5M RAUM, 2 reps). IAPD ↗
60
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC — (NEWPORT BEACH, CA) left the SEC roster (was $137.6M RAUM, 2 reps). IAPD ↗
60
STRINGER ASSET MANAGEMENT, LLC — (MEMPHIS, TN) left the SEC roster (was $42.2M RAUM, 3 reps). IAPD ↗
60
PATRIOT ASSET MANAGEMENT, INC. — (location n/a) left the SEC roster (was $38.7M RAUM, 1 reps). IAPD ↗
60
CALIXTO GLOBAL PARTNERS LLC — (CORAL GABLES, FL) left the SEC roster (was $55.8M RAUM, 2 reps). IAPD ↗
60
MODERN CAPITAL GROUP LLC — (location n/a) left the SEC roster (was $42.5M RAUM, 2 reps). IAPD ↗
60
SIGNATURE INTELLIGENT PORTFOLIOS, LLC — (LOS ANGELES, CA) left the SEC roster (was $10.5M RAUM, 1 reps). IAPD ↗
60
ASPIRE PLANNING ASSOCIATES, INC. — (WALNUT CREEK, CA) left the SEC roster (was $126.2M RAUM, 2 reps). IAPD ↗
60
SAPIENCE INVESTMENTS, LLC — (IRVINE, CA) left the SEC roster (was $184.7M RAUM, 4 reps). IAPD ↗
60
INVESTMENT CARDS RIA L.L.C. — (WILMINGTON, DE) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
BOLT FINANCIAL GROUP, INC — (WORTHINGTON, OH) left the SEC roster (was $107.6M RAUM, 4 reps). IAPD ↗
60
DAVID CAPITAL PARTNERS, LLC — (CHICAGO, IL) left the SEC roster (was $86.0M RAUM, 3 reps). IAPD ↗
60
ASG INVESTMENT MANAGEMENT, LLC — (RENFREW, PA) left the SEC roster (was $234.8M RAUM, 2 reps). IAPD ↗
60
SHEETS SMITH INVESTMENT MANAGEMENT, LLC — (HOUSTON, TX) left the SEC roster (was $129.7M RAUM, 2 reps). IAPD ↗
60
FOREFRONT WEALTH MANAGEMENT — (MALVERN, PA) left the SEC roster (was $246.4M RAUM, 3 reps). IAPD ↗
60
GOLDEN WEALTH MANAGEMENT — (PITTSTON, PA) left the SEC roster (was $137.5M RAUM, 3 reps). IAPD ↗
60
WEALTHVENUE — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
DAVID JAMES FINANCIAL — (NORTH LIBERTY, IA) left the SEC roster (was $116.1M RAUM, 2 reps). IAPD ↗
60
PURSUIT WEALTH MANAGMENT LLC — (PALM BEACH GARDENS, FL) left the SEC roster (was $186.3M RAUM, 3 reps). IAPD ↗
60
COLORADO WEALTH GROUP LLC — (DENVER, CO) left the SEC roster (was $235.3M RAUM, 6 reps). IAPD ↗
60
CANDOR FINANCIAL LLC — (location n/a) left the SEC roster (was $3.3M RAUM, 2 reps). IAPD ↗
60
UNIPLAN INSTITUTIONAL ADVISORS LLC — (MILWAUKEE, WI) left the SEC roster (was $0 RAUM, 11 reps). IAPD ↗
60
RICHR MONEY LLC — (MIAMI, FL) left the SEC roster (was $186,824 RAUM, 1 reps). IAPD ↗
60
AURA FINANCE, INC. — (COVINA,, CA) left the SEC roster (was $684,936 RAUM, 1 reps). IAPD ↗
60
QUANTUM GREEKS — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
60
INTREPID TECHNOLOGY LLC — (MIAMI, FL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
60
AGENTSMYTH ADVISORS — (NEW YORK, NY) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
60
CAPITAL AREA PLANNING GROUP — (WASHINGTON, DC) left the SEC roster — its 120-day provisional registration did not convert (was $46.1M RAUM, 2 reps). IAPD ↗
60
EVE WEALTH — (PORTLAND, OR) left the SEC roster (was $22,106 RAUM, 5 reps). IAPD ↗
60
BRANCHES + ROOTS INVESTMENT MANAGEMENT — (SARATOGA SPRINGS, NY) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
60
FAO WEALTH INC — (TRUMBULL, CT) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
60
SKM WEALTH MANAGEMENT, LLC — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $18.7M RAUM, 1 reps). IAPD ↗
60
PACIFIC POINT WEALTH MANAGEMENT — (CARLSBAD, CA) left the SEC roster — its 120-day provisional registration did not convert (was $6.5M RAUM, 5 reps). IAPD ↗
60
SHARPE ADVISORS, LLC — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
60
LAFAYETTE SQUARE WEALTH, LLC — (MIAMI, FL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 0 reps). IAPD ↗
60
ASAL INVEST — (ARLINGTON, VA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
55
OPPENHEIMER & CO. INC. — shrank from 1295 to 1219 advisory reps. IAPD ↗
55
EDWARD JONES — shrank from 22226 to 20304 advisory reps. IAPD ↗
55
GOLDMAN SACHS & CO. LLC — shrank from 2318 to 1765 advisory reps. IAPD ↗
55
LINCOLN INVESTMENT — shrank from 894 to 874 advisory reps. IAPD ↗
55
CITIGROUP GLOBAL MARKETS INC. — shrank from 4267 to 4078 advisory reps. IAPD ↗
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED — shrank from 25753 to 25721 advisory reps. IAPD ↗
55
INDEPENDENT FINANCIAL GROUP, LLC — shrank from 484 to 476 advisory reps. IAPD ↗
55
NORTHERN TRUST SECURITIES, INC — shrank from 62 to 41 advisory reps. IAPD ↗
55
COMMONWEALTH FINANCIAL NETWORK — shrank from 3150 to 2650 advisory reps. IAPD ↗
55
UBS FINANCIAL SERVICES INC. — shrank from 9944 to 9149 advisory reps. IAPD ↗
55
PLANMEMBER SECURITIES CORPORATION — shrank from 432 to 425 advisory reps. IAPD ↗
55
MONEY CONCEPTS ADVISORY SERVICE — shrank from 431 to 375 advisory reps. IAPD ↗
55
TRANSAMERICA FINANCIAL ADVISORS, LLC — shrank from 1054 to 991 advisory reps. IAPD ↗
55
ASHTON THOMAS SECURITIES, LLC — shrank from 48 to 26 advisory reps. IAPD ↗
55
WELLS FARGO ADVISORS — shrank from 8410 to 7957 advisory reps. IAPD ↗
55
ADVICE AND PLANNING SERVICES — shrank from 1041 to 1020 advisory reps. IAPD ↗
55
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC — shrank from 97 to 81 advisory reps. IAPD ↗
55
ARVEST WEALTH MANAGEMENT — shrank from 216 to 173 advisory reps. IAPD ↗
55
M HOLDINGS SECURITIES, INC. — shrank from 222 to 171 advisory reps. IAPD ↗
55
NATIONS FINANCIAL GROUP, INC. — shrank from 87 to 81 advisory reps. IAPD ↗
55
GOELZER INVESTMENT MANAGEMENT — shrank from 28 to 22 advisory reps. IAPD ↗
55
ADVISORS ASSET MANAGEMENT, INC. — shrank from 51 to 42 advisory reps. IAPD ↗
55
WCM INVESTMENT MANAGEMENT — shrank from 49 to 44 advisory reps. IAPD ↗
55
EATON VANCE MANAGEMENT — shrank from 189 to 160 advisory reps. IAPD ↗
55
CAMBRIDGE ASSOCIATES, LLC — shrank from 437 to 424 advisory reps. IAPD ↗
55
ALLSPRING GLOBAL INVESTMENTS, LLC — shrank from 325 to 301 advisory reps. IAPD ↗
55
INVESCO ADVISERS, INC. — shrank from 787 to 713 advisory reps. IAPD ↗
55
OPPENHEIMER ASSET MANAGEMENT — shrank from 134 to 129 advisory reps. IAPD ↗
55
TOCQUEVILLE ASSET MANAGEMENT LP — shrank from 41 to 35 advisory reps. IAPD ↗
55
TCW ASSET MANAGEMENT COMPANY LLC — shrank from 153 to 145 advisory reps. IAPD ↗
55
MELLON INVESTMENTS CORPORATION — shrank from 67 to 61 advisory reps. IAPD ↗
55
MANNING & NAPIER ADVISORS, LLC — shrank from 184 to 159 advisory reps. IAPD ↗
55
FIRST FOUNDATION ADVISORS — shrank from 33 to 25 advisory reps. IAPD ↗
55
WASATCH ADVISORS LP — shrank from 48 to 41 advisory reps. IAPD ↗
55
POLEN CAPITAL MANAGEMENT, LLC — shrank from 43 to 22 advisory reps. IAPD ↗
55
AVANTAX PLANNING PARTNERS, INC. — shrank from 254 to 200 advisory reps. IAPD ↗
55
COHEN & STEERS CAPITAL MANAGEMENT INC. — shrank from 66 to 60 advisory reps. IAPD ↗
55
BROWN ADVISORY — shrank from 21 to 16 advisory reps. IAPD ↗
55
DIMENSIONAL FUND ADVISORS LP — shrank from 372 to 367 advisory reps. IAPD ↗
55
VOYA INVESTMENT MANAGEMENT CO. LLC — shrank from 326 to 317 advisory reps. IAPD ↗
55
TCW INVESTMENT MANAGEMENT COMPANY LLC — shrank from 126 to 114 advisory reps. IAPD ↗
55
FRED ALGER MANAGEMENT, LLC — shrank from 50 to 40 advisory reps. IAPD ↗
55
ALTA CAPITAL MANAGEMENT LLC — shrank from 18 to 12 advisory reps. IAPD ↗
55
NATIXIS ADVISORS, LLC — shrank from 70 to 48 advisory reps. IAPD ↗
55
WILMINGTON TRUST INVESTMENT ADVISORS, INC. — shrank from 126 to 74 advisory reps. IAPD ↗
55
FORT WASHINGTON INVESTMENT ADVISORS INC — shrank from 87 to 72 advisory reps. IAPD ↗
55
EUBEL BRADY & SUTTMAN — shrank from 36 to 23 advisory reps. IAPD ↗
55
AXIA ADVISORY — shrank from 6 to 4 advisory reps. IAPD ↗
55
MACKAY SHIELDS LLC — shrank from 79 to 73 advisory reps. IAPD ↗
55
ORION PORTFOLIO SOLUTIONS, LLC — shrank from 73 to 47 advisory reps. IAPD ↗
55
MORNINGSTAR INVESTMENT MANAGEMENT LLC — shrank from 113 to 52 advisory reps. IAPD ↗
55
SUNCOAST EQUITY MANAGEMENT, LLC — shrank from 13 to 7 advisory reps. IAPD ↗
55
BRIGHTON JONES LLC — shrank from 171 to 156 advisory reps. IAPD ↗
55
DOLAN MCENIRY CAPITAL MANAGEMENT LLC — shrank from 15 to 11 advisory reps. IAPD ↗
55
MISSIONSQUARE RETIREMENT — shrank from 211 to 174 advisory reps. IAPD ↗
55
MOSS ADAMS WEALTH ADVISORS LLC — shrank from 36 to 27 advisory reps. IAPD ↗
55
BLACKROCK INVESTMENT MANAGEMENT, LLC — shrank from 450 to 444 advisory reps. IAPD ↗
55
CAPITAL COUNSEL LLC — shrank from 9 to 6 advisory reps. IAPD ↗
55
HAMILTON CAPITAL — shrank from 50 to 45 advisory reps. IAPD ↗
55
ENVESTNET PORTFOLIO SOLUTIONS, INC. — shrank from 187 to 178 advisory reps. IAPD ↗
55
WESTWOOD MANAGEMENT CORP — shrank from 76 to 68 advisory reps. IAPD ↗
55
WESTMINSTER FINANCIAL ADVISORY CORP — shrank from 46 to 41 advisory reps. IAPD ↗
55
MORGAN STANLEY INVESTMENT MANAGEMENT INC. — shrank from 263 to 250 advisory reps. IAPD ↗
55
ASSET STRATEGY CONSULTANTS LLC — shrank from 14 to 11 advisory reps. IAPD ↗
55
BRIDGEWAY CAPITAL MANAGEMENT, LLC — shrank from 9 to 7 advisory reps. IAPD ↗
55
ENVESTNET PMC — shrank from 187 to 178 advisory reps. IAPD ↗
55
LYNX INVESTMENT ADVISORY, LLC — shrank from 9 to 0 advisory reps. IAPD ↗
55
IPI WEALTH MANAGEMENT, INC. — shrank from 71 to 65 advisory reps. IAPD ↗
55
ADVISORNET WEALTH PARTNERS — shrank from 74 to 68 advisory reps. IAPD ↗
55
SPIRE WEALTH MANAGEMENT, LLC — shrank from 93 to 76 advisory reps. IAPD ↗
55
CAMBIAR INVESTORS, LLC — shrank from 11 to 8 advisory reps. IAPD ↗
55
B. RILEY WEALTH ADVISORS, INC. — shrank from 274 to 172 advisory reps. IAPD ↗
55
VICUS CAPITAL, INC. — shrank from 89 to 84 advisory reps. IAPD ↗
55
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC — shrank from 8 to 5 advisory reps. IAPD ↗
55
HOWARD CAPITAL MANAGEMENT, INC. — shrank from 15 to 10 advisory reps. IAPD ↗
55
WEALTHSPIRE RETIREMENT ADVISORY — shrank from 149 to 139 advisory reps. IAPD ↗
55
GW&K INVESTMENT MANAGEMENT, LLC — shrank from 68 to 63 advisory reps. IAPD ↗
55
NORTHEAST FINANCIAL GROUP, INC. — shrank from 10 to 1 advisory reps. IAPD ↗
55
TORTOISE CAPITAL ADVISORS, L.L.C. — shrank from 19 to 15 advisory reps. IAPD ↗
55
ANCORA ADVISORS LLC — shrank from 33 to 27 advisory reps. IAPD ↗
55
NEUBERGER BERMAN INVESTMENT ADVISERS LLC — shrank from 691 to 646 advisory reps. IAPD ↗
55
WESTWOOD GLOBAL INVESTMENTS — shrank from 21 to 14 advisory reps. IAPD ↗
55
KELLEHER FINANCIAL ADVISORS, LLC — shrank from 8 to 6 advisory reps. IAPD ↗
55
SAGEVIEW ADVISORY GROUP, LLC — shrank from 133 to 112 advisory reps. IAPD ↗
55
SEVEN SPRINGS WEALTH GROUP — shrank from 15 to 11 advisory reps. IAPD ↗
55
GENERATION CAPITAL MANAGEMENT LLC — shrank from 3 to 1 advisory reps. IAPD ↗
55
BOLTON GLOBAL ASSET MANAGEMENT — shrank from 116 to 110 advisory reps. IAPD ↗
55
CSENGE ADVISORY GROUP, LLC — shrank from 76 to 67 advisory reps. IAPD ↗
55
WELLS FARGO INVESTMENT INSTITUTE, INC. — shrank from 151 to 143 advisory reps. IAPD ↗
55
MERCER INVESTMENTS LLC — shrank from 710 to 662 advisory reps. IAPD ↗
55
AZIMUT INVESTMENT ADVISORS LLC — shrank from 10 to 7 advisory reps. IAPD ↗
55
MCKINLEY CARTER WEALTH SERVICES, INC. — shrank from 34 to 27 advisory reps. IAPD ↗
55
PYA WALTMAN CAPITAL, LLC — shrank from 11 to 8 advisory reps. IAPD ↗
55
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC — shrank from 173 to 166 advisory reps. IAPD ↗
55
TECTONIC ADVISORS LLC — shrank from 5 to 3 advisory reps. IAPD ↗
55
KOVACK ADVISORS, INC. — shrank from 305 to 300 advisory reps. IAPD ↗
55
NATIONWIDE INVESTMENT ADVISORS, LLC — shrank from 335 to 316 advisory reps. IAPD ↗
55
KEATING FINANCIAL ADVISORY SERVICES — shrank from 30 to 25 advisory reps. IAPD ↗
55
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC — shrank from 72 to 46 advisory reps. IAPD ↗
55
CLARKSTON CAPITAL PARTNERS, LLC — shrank from 16 to 12 advisory reps. IAPD ↗
55
SMEAD CAPITAL MANAGEMENT, INC. — shrank from 16 to 10 advisory reps. IAPD ↗
55
ALTERNA WEALTH MANAGEMENT, INC. — shrank from 40 to 28 advisory reps. IAPD ↗
55
SEACREST WEALTH MANAGEMENT, LLC — shrank from 42 to 36 advisory reps. IAPD ↗
55
ARCUS CAPITAL PARTNERS, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
55
MERCER GLOBAL ADVISORS INC. — shrank from 741 to 632 advisory reps. IAPD ↗
55
CHICAGO PARTNERS INVESTMENT GROUP LLC — shrank from 46 to 38 advisory reps. IAPD ↗
55
NORTH PIER FIDUCIARY MANAGEMENT, LLC — shrank from 10 to 5 advisory reps. IAPD ↗
55
ARROWMARK COLORADO HOLDINGS, LLC — shrank from 47 to 41 advisory reps. IAPD ↗
55
WHITE OAK GLOBAL ADVISORS, LLC — shrank from 37 to 32 advisory reps. IAPD ↗
55
ARTISAN PARTNERS LIMITED PARTNERSHIP — shrank from 121 to 114 advisory reps. IAPD ↗
55
EFFICIENT ADVISORS — shrank from 8 to 6 advisory reps. IAPD ↗
55
GARDE CAPITAL, INC. — shrank from 11 to 8 advisory reps. IAPD ↗
55
VULCAN VALUE PARTNERS LLC — shrank from 16 to 12 advisory reps. IAPD ↗
55
NORTHWEST WEALTH MANAGEMENT, LLC — shrank from 18 to 14 advisory reps. IAPD ↗
55
CREATIVEONE SECURITIES, LLC — shrank from 131 to 123 advisory reps. IAPD ↗
55
MCGOWAN GROUP ASSET MANAGEMENT, INC. — shrank from 8 to 5 advisory reps. IAPD ↗
55
PRIVATE ADVISOR GROUP, LLC — shrank from 742 to 670 advisory reps. IAPD ↗
55
MODERA WEALTH MANAGEMENT, LLC — shrank from 113 to 106 advisory reps. IAPD ↗
55
SUMMIT GLOBAL INVESTMENTS, LLC — shrank from 12 to 8 advisory reps. IAPD ↗
55
RETIREMENT PLANNERS OF AMERICA — shrank from 34 to 26 advisory reps. IAPD ↗
55
RAINE CAPITAL LLC — shrank from 115 to 106 advisory reps. IAPD ↗
55
NEW HOLLAND CAPITAL, LLC — shrank from 24 to 17 advisory reps. IAPD ↗
55
CAPITAL ANALYSTS — shrank from 725 to 667 advisory reps. IAPD ↗
55
AXXCESS WEALTH MANAGEMENT, LLC — shrank from 52 to 44 advisory reps. IAPD ↗
55
ADVISOR RESOURCE COUNCIL — shrank from 81 to 70 advisory reps. IAPD ↗
55
SELECT EQUITY GROUP, L.P. — shrank from 95 to 83 advisory reps. IAPD ↗
55
FOURSTAR WEALTH ADVISORS, LLC — shrank from 45 to 37 advisory reps. IAPD ↗
55
OSAIC ADVISORY SERVICES, LLC — shrank from 389 to 344 advisory reps. IAPD ↗
55
ETF ARCHITECT — shrank from 8 to 6 advisory reps. IAPD ↗
55
GOOD LIFE ADVISORS, LLC — shrank from 100 to 88 advisory reps. IAPD ↗
55
SVB WEALTH — shrank from 58 to 36 advisory reps. IAPD ↗
55
PFG ADVISORS — shrank from 104 to 86 advisory reps. IAPD ↗
55
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC — shrank from 152 to 142 advisory reps. IAPD ↗
55
DRIVE WEALTH ADVISERS — shrank from 26 to 15 advisory reps. IAPD ↗
55
FIRST NATIONAL ADVISERS, LLC — shrank from 28 to 20 advisory reps. IAPD ↗
55
INSIGNEO ADVISORY SERVICES, LLC — shrank from 188 to 178 advisory reps. IAPD ↗
55
PENNINGTON PARTNERS & CO., LLC — shrank from 15 to 10 advisory reps. IAPD ↗
55
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — shrank from 397 to 310 advisory reps. IAPD ↗
55
TRUIST ADVISORY SERVICES, INC. — shrank from 2455 to 2360 advisory reps. IAPD ↗
55
STRATOS WEALTH ADVISORS LLC — shrank from 76 to 67 advisory reps. IAPD ↗
55
MARINER ADVISOR NETWORK — shrank from 164 to 150 advisory reps. IAPD ↗
55
CALVERT RESEARCH AND MANAGEMENT — shrank from 229 to 57 advisory reps. IAPD ↗
55
ARISTOTLE ATLANTIC PARTNERS, LLC — shrank from 6 to 0 advisory reps. IAPD ↗
55
ONE CHARLES PRIVATE WEALTH — shrank from 8 to 5 advisory reps. IAPD ↗
55
ARKOS GLOBAL ADVISORS, LLC — shrank from 14 to 11 advisory reps. IAPD ↗
55
CALIGAN PARTNERS — shrank from 5 to 3 advisory reps. IAPD ↗
55
TRIVIUM POINT ADVISORY, LLC — shrank from 23 to 12 advisory reps. IAPD ↗
55
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS — shrank from 80 to 39 advisory reps. IAPD ↗
55
CATALYST FINANCIAL PARTNERS — shrank from 9 to 6 advisory reps. IAPD ↗
55
SIMPLICITY WEALTH — shrank from 242 to 190 advisory reps. IAPD ↗
55
EVOKE ADVISORS — shrank from 32 to 25 advisory reps. IAPD ↗
55
THRIVENT ADVISOR NETWORK, LLC — shrank from 139 to 119 advisory reps. IAPD ↗
55
FERMATA ADVISORS — shrank from 17 to 13 advisory reps. IAPD ↗
55
ALIYA CAPITAL PARTNERS LLC — shrank from 8 to 6 advisory reps. IAPD ↗
55
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — shrank from 25 to 16 advisory reps. IAPD ↗
55
DUCENTA SQUARED ASSET MANAGEMENT — shrank from 10 to 6 advisory reps. IAPD ↗
55
APOGEM CAPITAL LLC — shrank from 137 to 127 advisory reps. IAPD ↗
55
CHILDRESS CAPITAL ADVISORS, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
55
HOWARD CAPITAL MANAGEMENT GROUP, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
55
AMERITAS ADVISORY SERVICES, LLC — shrank from 473 to 366 advisory reps. IAPD ↗
55
STRIVE ASSET MANAGEMENT — shrank from 10 to 3 advisory reps. IAPD ↗
55
TITLEIST ASSET MANAGEMENT, LLC — shrank from 32 to 25 advisory reps. IAPD ↗
55
BLUESTEM WEALTH PARTNERS, LLC — shrank from 33 to 18 advisory reps. IAPD ↗
55
AC WEALTH PARTNERS — shrank from 5 to 3 advisory reps. IAPD ↗
55
TRITONPOINT WEALTH, LLC — shrank from 9 to 6 advisory reps. IAPD ↗
55
OPENARC CORPORATE ADVISORY, LLC — shrank from 140 to 80 advisory reps. IAPD ↗
55
ACTIV8 FAMILY OFFICE LLC — shrank from 8 to 6 advisory reps. IAPD ↗
55
71 WEST CAPITAL PARTNERS — shrank from 12 to 8 advisory reps. IAPD ↗
55
J.P. MORGAN SECURITIES LLC — added office(s): 3559 -> 3566 additional locations. IAPD ↗
55
BNY MELLON SECURITIES CORPORATION — added office(s): 4 -> 5 additional locations. IAPD ↗
55
JANNEY MONTGOMERY SCOTT LLC — added office(s): 126 -> 138 additional locations. IAPD ↗
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED — added office(s): 486 -> 517 additional locations. IAPD ↗
55
WILLIAM BLAIR & COMPANY L.L.C. — added office(s): 10 -> 11 additional locations. IAPD ↗
55
ASSOCIATED INVESTMENT SERVICES, INC. — added office(s): 33 -> 35 additional locations. IAPD ↗
55
GILDER GAGNON HOWE & CO. LLC — added office(s): 0 -> 11 additional locations. IAPD ↗
55
MEANS WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
55
STATE FARM INVESTMENT MANAGEMENT CORP. — added office(s): 17 -> 6443 additional locations. IAPD ↗
55
HORNOR, TOWNSEND & KENT, LLC — added office(s): 163 -> 250 additional locations. IAPD ↗
55
AMERIPRISE FINANCIAL SERVICES, LLC — added office(s): 157 -> 158 additional locations. IAPD ↗
55
LPL FINANCIAL LLC — added office(s): 18523 -> 20864 additional locations. IAPD ↗
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED — added office(s): 3779 -> 3910 additional locations. IAPD ↗
55
NORTHERN TRUST SECURITIES, INC — added office(s): 24 -> 29 additional locations. IAPD ↗
55
AUSDAL FINANCIAL PARTNERS, INC. — added office(s): 24 -> 111 additional locations. IAPD ↗
55
POPULAR SECURITIES, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
55
ROBERT W. BAIRD & CO. INCORPORATED — added office(s): 206 -> 209 additional locations. IAPD ↗
55
LPL ENTERPRISE, LLC — added office(s): 1075 -> 1140 additional locations. IAPD ↗
55
PRIMERICA ADVISORS — added office(s): 1754 -> 1828 additional locations. IAPD ↗
55
MML INVESTORS SERVICES, LLC — added office(s): 1083 -> 1093 additional locations. IAPD ↗
55
WELLS FARGO ADVISORS — added office(s): 1197 -> 1338 additional locations. IAPD ↗
55
BOK FINANCIAL ADVISORS — added office(s): 113 -> 114 additional locations. IAPD ↗
55
MOMENTUM INDEPENDENT NETWORK INC. — added office(s): 93 -> 124 additional locations. IAPD ↗
55
THRIVENT INVESTMENT MANAGEMENT INC. — added office(s): 1169 -> 1226 additional locations. IAPD ↗
55
MARQUETTE ASSOCIATES, INC. — added office(s): 6 -> 8 additional locations. IAPD ↗
55
OSAIC WEALTH, INC. — added office(s): 3791 -> 5586 additional locations. IAPD ↗
55
OSAIC INSTITUTIONS, INC. — added office(s): 574 -> 621 additional locations. IAPD ↗
55
NATIONS FINANCIAL GROUP, INC. — added office(s): 35 -> 39 additional locations. IAPD ↗
55
PARK AVENUE SECURITIES LLC — added office(s): 427 -> 543 additional locations. IAPD ↗
55
SILVER OAK SECURITIES, INC. — added office(s): 82 -> 85 additional locations. IAPD ↗
55
MIDWESTERN SECURITIES TRADING CO.,LLC — added office(s): 76 -> 85 additional locations. IAPD ↗
55
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC — added office(s): 17 -> 22 additional locations. IAPD ↗
55
SHELTON CAPITAL MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
55
MONETA GROUP INVESTMENT ADVISORS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
55
CONDOR CAPITAL WEALTH MANAGEMENT — added office(s): 14 -> 16 additional locations. IAPD ↗
55
EVERGREEN CAPITAL MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
CREATIVE PLANNING — added office(s): 102 -> 150 additional locations. IAPD ↗
55
INVESCO ADVISERS, INC. — added office(s): 12 -> 14 additional locations. IAPD ↗
55
1834 INVESTMENT ADVISORS CO. — added office(s): 7 -> 9 additional locations. IAPD ↗
55
CETERA INVESTMENT ADVISERS LLC — added office(s): 4816 -> 6584 additional locations. IAPD ↗
55
GODSEY & GIBB WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
55
SHEETS SMITH WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
55
NORTHERN TRUST INVESTMENTS, INCORPORATED — added office(s): 7 -> 8 additional locations. IAPD ↗
55
BARINGS LLC — added office(s): 5 -> 10 additional locations. IAPD ↗
55
POLEN CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
BNY MELLON ADVISORS, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
55
TCW INVESTMENT MANAGEMENT COMPANY LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
FIDUCIENT ADVISORS LLC — added office(s): 13 -> 17 additional locations. IAPD ↗
55
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — added office(s): 104 -> 167 additional locations. IAPD ↗
55
OAKTREE CAPITAL MANAGEMENT, L.P. — added office(s): 14 -> 16 additional locations. IAPD ↗
55
PINNACLE ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
55
WINSLOW CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
BLACKROCK FINANCIAL MANAGEMENT, INC — added office(s): 18 -> 20 additional locations. IAPD ↗
55
TEACHERS ADVISORS, LLC — added office(s): 19 -> 28 additional locations. IAPD ↗
55
SAVANT WEALTH MANAGEMENT — added office(s): 46 -> 49 additional locations. IAPD ↗
55
PEKIN HARDY STRAUSS, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
55
TRANSAMERICA RETIREMENT ADVISORS, LLC — added office(s): 158 -> 173 additional locations. IAPD ↗
55
INTELLICENTS INVESTMENT SOLUTIONS INC — added office(s): 10 -> 12 additional locations. IAPD ↗
55
SYM FINANCIAL ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
55
PT ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
MEDIQUS ASSET ADVISORS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
55
CJM WEALTH ADVISERS, LTD. — added office(s): 8 -> 9 additional locations. IAPD ↗
55
BOYD WATTERSON ASSET MANAGEMENT, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
55
LEAVELL INVESTMENT MANAGEMENT, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
55
ENTRUST GLOBAL PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
PATHWAY CAPITAL MANAGEMENT, LP — added office(s): 3 -> 4 additional locations. IAPD ↗
55
EARNED WEALTH ADVISORS, LLC — added office(s): 20 -> 24 additional locations. IAPD ↗
55
ALLIANCEBERNSTEIN L.P. — added office(s): 54 -> 59 additional locations. IAPD ↗
55
BRIGHTON JONES LLC — added office(s): 20 -> 23 additional locations. IAPD ↗
55
MISSIONSQUARE RETIREMENT — added office(s): 9 -> 11 additional locations. IAPD ↗
55
COLDSTREAM WEALTH MANAGEMENT — added office(s): 8 -> 9 additional locations. IAPD ↗
55
PRINCIPAL REAL ESTATE — added office(s): 13 -> 15 additional locations. IAPD ↗
55
CREATIVE FINANCIAL DESIGNS, INC. — added office(s): 101 -> 104 additional locations. IAPD ↗
55
GRIMES & COMPANY — added office(s): 26 -> 30 additional locations. IAPD ↗
55
CIBC PRIVATE WEALTH ADVISORS, INC. — added office(s): 13 -> 16 additional locations. IAPD ↗
55
ADVANCED CAPITAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
55
BBR PARTNERS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
WOODMONT INVESTMENT COUNSEL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
BEAM WEALTH ADVISORS, INC. — added office(s): 29 -> 32 additional locations. IAPD ↗
55
SENTINEL PENSION ADVISORS, LLC. — added office(s): 21 -> 23 additional locations. IAPD ↗
55
CRAWFORD INVESTMENT COUNSEL INC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
MORGAN STANLEY INVESTMENT MANAGEMENT INC. — added office(s): 10 -> 15 additional locations. IAPD ↗
55
FIRST HEARTLAND CONSULTANTS, INC. — added office(s): 68 -> 71 additional locations. IAPD ↗
55
GREENWOOD GEARHART, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
BUCKHEAD CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
EAGLE STRATEGIES LLC — added office(s): 864 -> 891 additional locations. IAPD ↗
55
PETERSEN HASTINGS WEALTH ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
55
TLG ADVISORS, INC. — added office(s): 107 -> 120 additional locations. IAPD ↗
55
WEALTHCARE CAPITAL MANAGEMENT LLC — added office(s): 21 -> 23 additional locations. IAPD ↗
55
ORLEANS CAPITAL MANAGEMENT CORP — added office(s): 3 -> 5 additional locations. IAPD ↗
55
BOUCHEY FINANCIAL GROUP LTD — added office(s): 3 -> 4 additional locations. IAPD ↗
55
U.S. BANCORP ASSET MANAGEMENT, INC. — added office(s): 25 -> 50 additional locations. IAPD ↗
55
MARINER INSTITUTIONAL, LLC — added office(s): 7 -> 15 additional locations. IAPD ↗
55
EMPOWER ADVISORY GROUP, LLC — added office(s): 5 -> 1234 additional locations. IAPD ↗
55
ADVISORS CAPITAL MANAGEMENT, LLC — added office(s): 21 -> 22 additional locations. IAPD ↗
55
J. W. COLE ADVISORS, INC. — added office(s): 275 -> 278 additional locations. IAPD ↗
55
CONSOLIDATED PORTFOLIO REVIEW CORP — added office(s): 26 -> 47 additional locations. IAPD ↗
55
ADVISORNET WEALTH PARTNERS — added office(s): 36 -> 37 additional locations. IAPD ↗
55
AMB WEALTH, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
ONE CAPITAL MANAGEMENT, LLC — added office(s): 8 -> 11 additional locations. IAPD ↗
55
EFS ADVISORS — added office(s): 24 -> 25 additional locations. IAPD ↗
55
WAVERLY ADVISORS, LLC — added office(s): 43 -> 48 additional locations. IAPD ↗
55
WELLESLEY ASSET MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
55
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — added office(s): 144 -> 184 additional locations. IAPD ↗
55
SAGE FINANCIAL GROUP INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
55
SEQUOIA FINANCIAL GROUP, L.L.C. — added office(s): 36 -> 38 additional locations. IAPD ↗
55
HOWARD CAPITAL MANAGEMENT, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
55
SILVERCREST ASSET MANAGEMENT GROUP LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
55
MAIN MANAGEMENT, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
55
PINKERTON WEALTH PARTNERS — added office(s): 4 -> 6 additional locations. IAPD ↗
55
WEALTHSPIRE RETIREMENT ADVISORY — added office(s): 44 -> 50 additional locations. IAPD ↗
55
LIGHTHOUSE FINANCIAL ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
SCS CAPITAL MANAGEMENT LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
55
RETIREMENT PLAN ADVISORS, LLC — added office(s): 28 -> 30 additional locations. IAPD ↗
55
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
55
JFG FAMILY OFFICE — added office(s): 1 -> 2 additional locations. IAPD ↗
55
INDEPENDENT FINANCIAL PARTNERS — added office(s): 155 -> 171 additional locations. IAPD ↗
55
VALEO FINANCIAL ADVISORS, LLC — added office(s): 9 -> 16 additional locations. IAPD ↗
55
APRIO WEALTH MANAGEMENT, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
55
SUMMITRY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
ABACUS WEALTH PARTNERS — added office(s): 27 -> 31 additional locations. IAPD ↗
55
MCF ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
CSENGE ADVISORY GROUP, LLC — added office(s): 27 -> 36 additional locations. IAPD ↗
55
BASSO CAPITAL MANAGEMENT, L.P. — added office(s): 2 -> 3 additional locations. IAPD ↗
55
WATERLOO CAPITAL — added office(s): 9 -> 11 additional locations. IAPD ↗
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — added office(s): 2260 -> 2339 additional locations. IAPD ↗
55
CURI CAPITAL, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
55
UNITED CAPITAL FINANCIAL ADVISORS — added office(s): 41 -> 46 additional locations. IAPD ↗
55
STERLING CAPITAL MANAGEMENT LLC — added office(s): 4 -> 10 additional locations. IAPD ↗
55
FOUNDERS FINANCIAL SECURITIES, LLC — added office(s): 62 -> 68 additional locations. IAPD ↗
55
NAVY FEDERAL INVESTMENT SERVICES, LLC — added office(s): 70 -> 78 additional locations. IAPD ↗
55
SPROTT ASSET MANAGEMENT USA INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
55
HARDY REED, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
FIRST PACIFIC ADVISORS, LP — added office(s): 12 -> 17 additional locations. IAPD ↗
55
TRUENORTH WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
55
MERIT FINANCIAL ADVISORS — added office(s): 59 -> 65 additional locations. IAPD ↗
55
SIKICH FINANCIAL — added office(s): 9 -> 10 additional locations. IAPD ↗
55
KEATING FINANCIAL ADVISORY SERVICES — added office(s): 6 -> 8 additional locations. IAPD ↗
55
BELPOINTE ASSET MANAGEMENT LLC — added office(s): 107 -> 113 additional locations. IAPD ↗
55
COMPOSITION WEALTH, LLC — added office(s): 11 -> 19 additional locations. IAPD ↗
55
ROYAL FUND MANAGEMENT, LLC — added office(s): 87 -> 95 additional locations. IAPD ↗
55
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
55
TBH GLOBAL ASSET MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
ADVISORY SERVICES NETWORK — added office(s): 84 -> 117 additional locations. IAPD ↗
55
FORT POINT CAPITAL PARTNERS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — added office(s): 95 -> 100 additional locations. IAPD ↗
55
MERCER GLOBAL ADVISORS INC. — added office(s): 107 -> 257 additional locations. IAPD ↗
55
MILLER TABAK ASSET MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
55
GEOWEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
EVERMAY WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
IRONVIEW CAPITAL MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
CARNEGIE INVESTMENT COUNSEL — added office(s): 9 -> 10 additional locations. IAPD ↗
55
SENTRY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
CAPITAL WEALTH PLANNING, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
C2 PRIVATE WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
55
CERITY PARTNERS LLC — added office(s): 55 -> 66 additional locations. IAPD ↗
55
VERUS CAPITAL PARTNERS, LLC — added office(s): 27 -> 31 additional locations. IAPD ↗
55
ANDINA ADVISORS — added office(s): 2 -> 4 additional locations. IAPD ↗
55
BTG PACTUAL ASSET MANAGEMENT US , LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
55
COASTAL BRIDGE ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
55
EMPIRICAL WEALTH MANAGEMENT — added office(s): 14 -> 17 additional locations. IAPD ↗
55
STRATOS WEALTH PARTNERS, LTD — added office(s): 101 -> 170 additional locations. IAPD ↗
55
SOLTIS INVESTMENT ADVISORS, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
55
UNIPLAN INVESTMENT COUNSEL, INC. — added office(s): 1 -> 5 additional locations. IAPD ↗
55
PRIVATE ADVISOR GROUP, LLC — added office(s): 461 -> 476 additional locations. IAPD ↗
55
NUVEEN ASSET MANAGEMENT, LLC — added office(s): 19 -> 28 additional locations. IAPD ↗
55
MODERA WEALTH MANAGEMENT, LLC — added office(s): 28 -> 30 additional locations. IAPD ↗
55
PROSPERITY CAPITAL ADVISORS — added office(s): 39 -> 41 additional locations. IAPD ↗
55
ALPHASTAR CAPITAL MANAGEMENT — added office(s): 66 -> 86 additional locations. IAPD ↗
55
ADVISORY ALPHA, LLC — added office(s): 24 -> 27 additional locations. IAPD ↗
55
RFG ADVISORY, LLC — added office(s): 61 -> 71 additional locations. IAPD ↗
55
ASCENT WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
CWA ASSET MANAGEMENT GROUP — added office(s): 2 -> 4 additional locations. IAPD ↗
55
CGN ADVISORS, LLC — added office(s): 32 -> 34 additional locations. IAPD ↗
55
ANGELES WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
ROTHSCHILD WEALTH LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
ASA MANAGED ACCOUNT MANAGERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
CORNERSTONE WEALTH MANAGEMENT, LLC — added office(s): 42 -> 45 additional locations. IAPD ↗
55
STEELPEAK WEALTH, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
55
STRATEGIC WEALTH INVESTMENT GROUP, LLC — added office(s): 17 -> 19 additional locations. IAPD ↗
55
IBEX WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
55
FOURSTAR WEALTH ADVISORS, LLC — added office(s): 27 -> 28 additional locations. IAPD ↗
55
ARENA CAPITAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
APELLA WEALTH — added office(s): 29 -> 36 additional locations. IAPD ↗
55
VALOR ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
ENVESTNET RETIREMENT SOLUTIONS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
SYMPHONY FINANCIAL, LTD. CO. — added office(s): 5 -> 6 additional locations. IAPD ↗
55
INTEGRATED ADVISORS NETWORK LLC — added office(s): 45 -> 47 additional locations. IAPD ↗
55
SPIDERROCK ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
FIDUCIARY FINANCIAL ADVISORS — added office(s): 6 -> 15 additional locations. IAPD ↗
55
SVB WEALTH — added office(s): 10 -> 24 additional locations. IAPD ↗
55
PINE VALLEY INVESTMENTS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — added office(s): 4 -> 7 additional locations. IAPD ↗
55
INTEGRATED INVESTMENT CONSULTANTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
WORLD INVESTMENT ADVISORS, LLC — added office(s): 73 -> 124 additional locations. IAPD ↗
55
SUMMIT TRAIL ADVISORS, LLC — added office(s): 12 -> 16 additional locations. IAPD ↗
55
GLADSTONE WEALTH PARTNERS — added office(s): 43 -> 51 additional locations. IAPD ↗
55
FIRST NATIONAL ADVISERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
INTRUA FINANCIAL — added office(s): 8 -> 26 additional locations. IAPD ↗
55
GIBBS WEALTH MANAGEMENT, LLC — added office(s): 76 -> 127 additional locations. IAPD ↗
55
3EDGE ASSET MANAGEMENT, LP — added office(s): 5 -> 8 additional locations. IAPD ↗
55
INSIGNEO ADVISORY SERVICES, LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
55
NICOLET WEALTH MANAGEMENT — added office(s): 10 -> 13 additional locations. IAPD ↗
55
OREI ADVISORS LP — added office(s): 1 -> 2 additional locations. IAPD ↗
55
CLARK ASSET MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
INTEGRATED WEALTH CONCEPTS LLC — added office(s): 112 -> 120 additional locations. IAPD ↗
55
THE FIDUCIARY ALLIANCE — added office(s): 22 -> 23 additional locations. IAPD ↗
55
XML FINANCIAL GROUP — added office(s): 24 -> 25 additional locations. IAPD ↗
55
VANGUARD PERSONALIZED INDEXING MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
55
CBIZ INVESTMENT ADVISORY SERVICES, LLC — added office(s): 20 -> 23 additional locations. IAPD ↗
55
STRATEGIC GLOBAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
ACCEL WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
55
AVESTAR CAPITAL, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
55
MERIDIAN WEALTH PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 23 -> 27 additional locations. IAPD ↗
55
ATLANTA CONSULTING GROUP ADVISORS, LLC — added office(s): 1 -> 11 additional locations. IAPD ↗
55
WINTHROP WEALTH — added office(s): 17 -> 19 additional locations. IAPD ↗
55
GRYPHON FINANCIAL PARTNERS — added office(s): 1 -> 4 additional locations. IAPD ↗
55
VERDENCE CAPITAL ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
PRIME CAPITAL FINANCIAL — added office(s): 83 -> 87 additional locations. IAPD ↗
55
INTEGRITY ADVISORY SOLUTIONS — added office(s): 71 -> 100 additional locations. IAPD ↗
55
ARKADIOS WEALTH ADVISORS — added office(s): 64 -> 104 additional locations. IAPD ↗
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 64 -> 67 additional locations. IAPD ↗
55
CX INSTITUTIONAL, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 47 -> 51 additional locations. IAPD ↗
55
SOVEREIGN FINANCIAL GROUP, INC. — added office(s): 22 -> 24 additional locations. IAPD ↗
55
ATOM INVESTORS LP — added office(s): 0 -> 1 additional locations. IAPD ↗
55
CENTURA WEALTH ADVISORY — added office(s): 2 -> 3 additional locations. IAPD ↗
55
DECISIONPOINT FINANCIAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
DAKOTA WEALTH, LLC — added office(s): 18 -> 21 additional locations. IAPD ↗
55
QUANTINNO CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗
55
SUMMIT FINANCIAL, LLC — added office(s): 47 -> 107 additional locations. IAPD ↗
55
KINTRA WEALTH, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
55
TRANSCEND CAPITAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
INDEPENDENCE SQUARE HOLDINGS, LLC — added office(s): 10 -> 13 additional locations. IAPD ↗
55
RESOLUTE PARTNERS GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
55
SIGNAL ADVISORS WEALTH, LLC — added office(s): 18 -> 19 additional locations. IAPD ↗
55
AMERICANA PARTNERS, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
55
IEQ CAPITAL, LLC — added office(s): 14 -> 16 additional locations. IAPD ↗
55
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
55
PTMA INVESTMENT ADVISORS — added office(s): 10 -> 13 additional locations. IAPD ↗
55
VENTURE VISIONARY PARTNERS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
GUARDIAN WEALTH ADVISORS, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
55
MARINER INDEPENDENT — added office(s): 50 -> 55 additional locations. IAPD ↗
55
FERMATA ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
55
WEDMONT PRIVATE CAPITAL — added office(s): 8 -> 9 additional locations. IAPD ↗
55
HAYS FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
NEW EDGE WEALTH — added office(s): 14 -> 18 additional locations. IAPD ↗
55
MAYFLOWER ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
55
BERGER FINANCIAL GROUP — added office(s): 8 -> 9 additional locations. IAPD ↗
55
SEASONS OF ADVICE WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
55
CONFLUENCE FINANCIAL PARTNERS — added office(s): 7 -> 8 additional locations. IAPD ↗
55
HILL INVESTMENT GROUP — added office(s): 6 -> 7 additional locations. IAPD ↗
55
KERA CAPITAL PARTNERS — added office(s): 3 -> 4 additional locations. IAPD ↗
55
FIFTH THIRD WEALTH ADVISORS LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
55
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
55
ARS WEALTH ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
55
BELZBERG & CO. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
O'HAGAN GROUP, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
55
HIGHPOINT PLANNING PARTNERS — added office(s): 64 -> 67 additional locations. IAPD ↗
55
CALLAN FAMILY OFFICE, LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
55
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
VESTGEN ADVISORS, LLC — added office(s): 14 -> 16 additional locations. IAPD ↗
55
CONCENTRIC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
BUCK WEALTH STRATEGIES, LLC — added office(s): 11 -> 15 additional locations. IAPD ↗
55
GATEWAY WEALTH PARTNERS, LLC — added office(s): 24 -> 25 additional locations. IAPD ↗
55
BEAUMONT FINANCIAL PARTNERS — added office(s): 1 -> 3 additional locations. IAPD ↗
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 43 -> 72 additional locations. IAPD ↗
55
UNITED ADVISOR GROUP — added office(s): 29 -> 32 additional locations. IAPD ↗
55
UPTICK PARTNERS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
MODERN WEALTH MANAGEMENT, LLC — added office(s): 17 -> 22 additional locations. IAPD ↗
55
SAPIENT CAPITAL LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
VICTORY FINANCIAL — added office(s): 25 -> 31 additional locations. IAPD ↗
55
MIDLAND WEALTH MANAGEMENT — added office(s): 6 -> 9 additional locations. IAPD ↗
55
PORTSIDE WEALTH GROUP, LLC — added office(s): 36 -> 42 additional locations. IAPD ↗
55
FIRST MANHATTAN CO. LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
COREVISION FINANCIAL GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
55
CASCADE FINANCIAL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
GC WEALTH MANAGEMENT RIA, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
SPIREPOINT PRIVATE CLIENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
FORZA INVESTMENT GROUP, LP — added office(s): 0 -> 1 additional locations. IAPD ↗
55
SOVRAN ADVISORS, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
55
TOPSAIL WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
SERENUS WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
BURLING WEALTH PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
PROVENIO CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
55
VERITA STRATEGIC WEALTH PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
SUMMIT WEALTH GROUP — added office(s): 9 -> 10 additional locations. IAPD ↗
55
ACTIV8 FAMILY OFFICE LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
STONEBRIDGE FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
BRIGHTON SECURITIES CORP. — shrank from 27 to 21 advisory reps. IAPD ↗
53
LIFEMARK SECURITIES CORP. — shrank from 88 to 78 advisory reps. IAPD ↗
53
G. A. REPPLE & COMPANY — shrank from 58 to 39 advisory reps. IAPD ↗
53
OFG FINANCIAL SERVICES, INC. — shrank from 37 to 30 advisory reps. IAPD ↗
53
USA FINANCIAL SECURITIES LLC — shrank from 141 to 134 advisory reps. IAPD ↗
53
FLAGSTAR ADVISORS, INC. — shrank from 47 to 37 advisory reps. IAPD ↗
53
IRIDIAN ASSET MANAGEMENT LLC — shrank from 5 to 3 advisory reps. IAPD ↗
53
TETON ADVISORS, LLC — shrank from 4 to 1 advisory reps. IAPD ↗
53
TRUST ADVISORY GROUP LTD — shrank from 30 to 22 advisory reps. IAPD ↗
53
NORTHSTAR ASSET MANAGEMENT, INC — shrank from 14 to 9 advisory reps. IAPD ↗
53
THE L. WARNER COMPANIES, INC — shrank from 12 to 9 advisory reps. IAPD ↗
53
FINANCIAL INSIGHTS WEALTH MANAGEMENT — shrank from 9 to 6 advisory reps. IAPD ↗
53
KEELER THOMAS MANAGEMENT LLC — shrank from 9 to 7 advisory reps. IAPD ↗
53
FOCUS INVESTMENT ADVISORS, INC — shrank from 6 to 4 advisory reps. IAPD ↗
53
LEELYN SMITH, LLC — shrank from 20 to 14 advisory reps. IAPD ↗
53
CAMARDA WEALTH ADVISORY GROUP — shrank from 9 to 7 advisory reps. IAPD ↗
53
CAPITAL IDEAS — shrank from 7 to 5 advisory reps. IAPD ↗
53
JACOBSEN CAPITAL MANAGEMENT — shrank from 4 to 2 advisory reps. IAPD ↗
53
UWHARRIE INVESTMENT ADVISORS, INC. — shrank from 15 to 12 advisory reps. IAPD ↗
53
WEALTH MANAGEMENT ASSOCIATES, INC. — shrank from 19 to 11 advisory reps. IAPD ↗
53
SCOTT MARSH FINANCIAL, LLC — shrank from 6 to 2 advisory reps. IAPD ↗
53
CARMEL CAPITAL PARTNERS, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
53
GEM ASSET MANAGEMENT, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
GREY LEDGE ADVISORS, LLC — shrank from 7 to 4 advisory reps. IAPD ↗
53
THE STRATEGIC FINANCIAL ALLIANCE — shrank from 46 to 41 advisory reps. IAPD ↗
53
CONFIDENCE WEALTH MANAGEMENT, INC. — shrank from 12 to 8 advisory reps. IAPD ↗
53
DIVIDEND ASSETS CAPITAL, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
53
ASHDON INVESTMENT MANAGEMENT, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
53
CREWCIAL PARTNERS LLC — shrank from 9 to 6 advisory reps. IAPD ↗
53
WESTWOOD WEALTH MANAGEMENT — shrank from 23 to 14 advisory reps. IAPD ↗
53
MADISON ADVISORY SERVICES, INC. — shrank from 14 to 11 advisory reps. IAPD ↗
53
AVION WEALTH — shrank from 10 to 8 advisory reps. IAPD ↗
53
INTEGRITY FINANCIAL CORPORATION — shrank from 20 to 0 advisory reps. IAPD ↗
53
FREEDOM DAY SOLUTIONS, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
53
HEADINVEST — shrank from 8 to 6 advisory reps. IAPD ↗
53
ARTIFEX FINANCIAL GROUP, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
53
HARFST AND ASSOCIATES, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
53
HS MANAGEMENT PARTNERS, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
53
CAPE INVESTMENT ADVISORY, INC. — shrank from 40 to 28 advisory reps. IAPD ↗
53
LIFEINVEST WEALTH MANAGEMENT, LTD — shrank from 15 to 8 advisory reps. IAPD ↗
53
HOEY INVESTMENTS, INC. — shrank from 4 to 1 advisory reps. IAPD ↗
53
SANDY COVE ADVISORS, LLC — shrank from 7 to 4 advisory reps. IAPD ↗
53
WORTH ADVISORS — shrank from 11 to 7 advisory reps. IAPD ↗
53
BLUESTONE CAPITAL MANAGEMENT, LLC — shrank from 4 to 2 advisory reps. IAPD ↗
53
BLACKHAWK CAPITAL PARTNERS, LLC — shrank from 8 to 6 advisory reps. IAPD ↗
53
PARADIEM, LLC — shrank from 8 to 5 advisory reps. IAPD ↗
53
RPG FAMILY WEALTH ADVISORY, LLC — shrank from 13 to 9 advisory reps. IAPD ↗
53
PERINI CAPITAL — shrank from 5 to 2 advisory reps. IAPD ↗
53
SENSIBLE MONEY, LLC — shrank from 11 to 8 advisory reps. IAPD ↗
53
WEALTHSTAR ADVISORS, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
53
FULLCIRCLE WEALTH LLC — shrank from 4 to 2 advisory reps. IAPD ↗
53
FISCAL WISDOM WEALTH MANAGEMENT LLC — shrank from 13 to 10 advisory reps. IAPD ↗
53
ENHANCED CAPITAL PARTNERS, LLC — shrank from 15 to 12 advisory reps. IAPD ↗
53
WAYPOINT WEALTH COUNSEL LLC — shrank from 6 to 3 advisory reps. IAPD ↗
53
SAGE PRIVATE WEALTH GROUP, LLC — shrank from 11 to 3 advisory reps. IAPD ↗
53
TUCKER ASSET MANAGEMENT LLC — shrank from 79 to 69 advisory reps. IAPD ↗
53
ALIGN IMPACT, LLC — shrank from 19 to 11 advisory reps. IAPD ↗
53
GRANITE HARBOR ADVISORS, INC. — shrank from 8 to 6 advisory reps. IAPD ↗
53
IRONWOOD WEALTH MANAGEMENT, LLC — shrank from 8 to 6 advisory reps. IAPD ↗
53
BLACK SWIFT GROUP, LLC — shrank from 5 to 2 advisory reps. IAPD ↗
53
PLAN A WEALTH, LLC — shrank from 8 to 6 advisory reps. IAPD ↗
53
STONE OAK WEALTH MANAGEMENT, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
SMALLWOOD WEALTH MANAGEMENT — shrank from 8 to 5 advisory reps. IAPD ↗
53
FINANCIAL STRATEGIES GROUP, INC — shrank from 9 to 7 advisory reps. IAPD ↗
53
OWLS NEST PARTNERS — shrank from 5 to 3 advisory reps. IAPD ↗
53
ERGAWEALTH ADVISORS, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
53
ASTON CAPITAL MANAGEMENT — shrank from 6 to 3 advisory reps. IAPD ↗
53
WEALTH PLANNING GROUP — shrank from 6 to 4 advisory reps. IAPD ↗
53
CUSTOS FAMILY OFFICE LLC — shrank from 6 to 2 advisory reps. IAPD ↗
53
CARLSON FINANCIAL — shrank from 14 to 10 advisory reps. IAPD ↗
53
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC — shrank from 14 to 6 advisory reps. IAPD ↗
53
QP WEALTH MANAGEMENT, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
53
RESOLUTE CAPITAL, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
53
LLOYD HARBOR CAPITAL MANAGEMENT, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
53
GREYSTONE FINANCIAL GROUP, LLC — shrank from 11 to 3 advisory reps. IAPD ↗
53
THREE CORD TRUE WEALTH MANAGEMENT, LLC — shrank from 9 to 7 advisory reps. IAPD ↗
53
ROBERTS WEALTH ADVISORS, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
FOCUSED ALPHA, LLC — shrank from 8 to 5 advisory reps. IAPD ↗
53
RETIREMENT PLANNING SOLUTIONS, LLC — shrank from 11 to 8 advisory reps. IAPD ↗
53
BLACK TORO LLC — shrank from 7 to 5 advisory reps. IAPD ↗
53
TFB ADVISORS, LLC — shrank from 31 to 19 advisory reps. IAPD ↗
53
BCO WEALTH MANAGEMENT, LLC — shrank from 7 to 3 advisory reps. IAPD ↗
53
IDB LIDO WEALTH, LLC — shrank from 14 to 9 advisory reps. IAPD ↗
53
AURELIUS FAMILY OFFICE, LLC — shrank from 5 to 1 advisory reps. IAPD ↗
53
CHANNEL WEALTH, LLC — shrank from 10 to 8 advisory reps. IAPD ↗
53
HARMONY POINT WEALTH ADVISORS, INC. — shrank from 3 to 1 advisory reps. IAPD ↗
53
HERITAGE FAMILY OFFICES, LLP — shrank from 5 to 3 advisory reps. IAPD ↗
53
LONGWALL FAMILY OFFICE — shrank from 5 to 3 advisory reps. IAPD ↗
53
ELEVATUS WEALTH MANAGEMENT, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
53
OUTRUNNER CAPITAL, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
53
GFG SOLUTIONS — shrank from 9 to 4 advisory reps. IAPD ↗
53
CAUSEY PUBLIC FINANCE — shrank from 10 to 2 advisory reps. IAPD ↗
53
ANCHYRA PARTNERS LLC — shrank from 5 to 2 advisory reps. IAPD ↗
53
TRITONPOINT CAPITAL, LLC — shrank from 3 to 1 advisory reps. IAPD ↗
53
COLLIERS SECURITIES LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
W&S BROKERAGE SERVICES, INC. — added office(s): 51 -> 69 additional locations. IAPD ↗
53
LIFEMARK SECURITIES CORP. — added office(s): 66 -> 74 additional locations. IAPD ↗
53
CHAPIN DAVIS ASSET MANAGEMENT — added office(s): 12 -> 13 additional locations. IAPD ↗
53
UNITED BROKERAGE SERVICES INC — added office(s): 79 -> 80 additional locations. IAPD ↗
53
NORTHLAND ASSET MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
53
B.B. GRAHAM & COMPANY, INC. — added office(s): 9 -> 10 additional locations. IAPD ↗
53
JLB & ASSOCIATES INC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FIRST FINANCIAL ADVISORY SERVICES INC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
BIRCHBROOK — added office(s): 0 -> 1 additional locations. IAPD ↗
53
VANTAGE FINANCIAL GROUP, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
53
DHJJ FINANCIAL ADVISORS — added office(s): 3 -> 8 additional locations. IAPD ↗
53
PENNSYLVANIA CAPITAL MANAGEMENT INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
53
PARK PLACE CAPITAL CORPORATION — added office(s): 2 -> 4 additional locations. IAPD ↗
53
AVISO WEALTH MANAGEMENT — added office(s): 7 -> 8 additional locations. IAPD ↗
53
SMH CAPITAL ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
53
RUSSELL CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
KEELER THOMAS MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
STEPHENSON AND COMPANY, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
MWA FINANCIAL SERVICES, INC. — added office(s): 97 -> 104 additional locations. IAPD ↗
53
PATRICK M. SWEENEY & ASSOCIATES, INC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
OVERRIDGE WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
TRANSITION FINANCIAL ADVISORS GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
HEFFERNAN ADVISORY, INC. — added office(s): 3 -> 6 additional locations. IAPD ↗
53
AMERANT INVESTMENTS, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
53
SQUIRE WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
BURNS MATTESON CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
LOUNTZIS ASSET MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
VERMILLION FINANCIAL ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
HORTER INVESTMENT MANAGEMENT, LLC — added office(s): 21 -> 22 additional locations. IAPD ↗
53
CLIENTFIRST WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
WEBSTERROGERS FINANCIAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
CARMEL CAPITAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
OMNI 360 WEALTH, INC. — added office(s): 0 -> 3 additional locations. IAPD ↗
53
TSW WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
53
PEAKSTONE FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
GRADIENT WEALTH MANAGEMENT — added office(s): 38 -> 46 additional locations. IAPD ↗
53
HOPWOOD FINANCIAL SERVICES, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
53
BUSEY CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 8 additional locations. IAPD ↗
53
PERSIUM ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
NABITY-JENSEN INVESTMENT MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MEZZASALMA ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CORNERSTONE FINANCIAL GROUP,LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
THE MOORINGS GROUP, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
MAD RIVER INVESTORS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
COMPREHENSIVE WEALTH SOLUTIONS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
NORTHEAST PLANNING ASSOCIATES, INC. — added office(s): 33 -> 35 additional locations. IAPD ↗
53
MADISON ADVISORY SERVICES, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
53
IKE CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PROSTATIS FINANCIAL ADVISORS GROUP — added office(s): 10 -> 11 additional locations. IAPD ↗
53
TEAM FINANCIAL STRATEGIES — added office(s): 1 -> 2 additional locations. IAPD ↗
53
STRATHMORE CAPITAL ADVISORS — added office(s): 3 -> 7 additional locations. IAPD ↗
53
THE LEGACY FINANCIAL GROUP, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
53
AMERICAN INDEPENDENT SECURITIES GROUP, LLC — added office(s): 28 -> 36 additional locations. IAPD ↗
53
NORTH BERKELEY WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
BENNETT SELBY INVESTMENTS, L.P. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
DAI WEALTH, LLC — added office(s): 12 -> 15 additional locations. IAPD ↗
53
WEALTH ANALYTICS PARTNERS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
53
FIRST CITIZENS ASSET MANAGEMENT, INC — added office(s): 22 -> 23 additional locations. IAPD ↗
53
CAPCO ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MEASURED RISK PORTFOLIOS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
V2 FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
REIK & CO., LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
TOTAL CLARITY WEALTH MANAGEMENT, INC — added office(s): 10 -> 11 additional locations. IAPD ↗
53
SOUTH SHORE CAPITAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
TRUE WEALTH DESIGN, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
53
GUARDIAN WEALTH ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 27 -> 31 additional locations. IAPD ↗
53
THE MARSHALL FINANCIAL GROUP LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
MTM FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PARKSHORE WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
53
THE RETIREMENT SOLUTION LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
HOLLANDER ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
VISIONARY HORIZONS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
ROSECAP INVESTMENT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FIRST FINANCIAL COACHING, INC. — added office(s): 4 -> 8 additional locations. IAPD ↗
53
RIA ADVISORY GROUP, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
53
GRADIENT ADVISORS, LLC — added office(s): 153 -> 165 additional locations. IAPD ↗
53
SOUTHLAND EQUITY PARTNERS, LLC. — added office(s): 16 -> 17 additional locations. IAPD ↗
53
BEACON WEALTH CONSULTANTS, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
53
KAIZEN FINANCIAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
COMPASS FINANCIAL MANAGEMENT LLC — added office(s): 24 -> 36 additional locations. IAPD ↗
53
PROMUS ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — added office(s): 9 -> 10 additional locations. IAPD ↗
53
HARVEST INVESTMENT SERVICES, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
53
MOMENTUM ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
SAGEGUARD FINANCIAL GROUP, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
53
SEQUENT PLANNING, LLC — added office(s): 21 -> 63 additional locations. IAPD ↗
53
LDR CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
SILVERLAKE WEALTH MANAGEMENT LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
GREENWICH ADVISORS, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
53
FIRST ADVISORS NATIONAL, LLC — added office(s): 56 -> 62 additional locations. IAPD ↗
53
VALIDEX GLOBAL INVESTING — added office(s): 2 -> 5 additional locations. IAPD ↗
53
TCFG INVESTMENT ADVISORS, LLC — added office(s): 21 -> 23 additional locations. IAPD ↗
53
CEDAR WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CONCENTRUM WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
53
COPPER FINANCIAL — added office(s): 28 -> 31 additional locations. IAPD ↗
53
ARROWROOT FAMILY OFFICE, LLC — added office(s): 4 -> 8 additional locations. IAPD ↗
53
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — added office(s): 13 -> 16 additional locations. IAPD ↗
53
ENHANCED CAPITAL PARTNERS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
53
VIZCAYA CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
GRANDVIEW ASSET MANAGEMENT LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
53
ROSE CAPITAL ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
53
MIRADOR CAPITAL PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
EXODUS WEALTH, LLC — added office(s): 46 -> 47 additional locations. IAPD ↗
53
LOCKSHIELD PARTNERS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ALIGN IMPACT, LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
53
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — added office(s): 26 -> 27 additional locations. IAPD ↗
53
ELEVATED CAPITAL ADVISORS, LLC — added office(s): 0 -> 10 additional locations. IAPD ↗
53
LEADING EDGE FINANCIAL PLANNING LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
53
GENERATIONAL WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
53
MARQUETTE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
HOOPOE ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
SWITCHPOINT FINANCIAL PLANNING LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
LEBENTHAL GLOBAL ADVISORS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
53
WOODSTOCK WEALTH MANAGEMENT, INC. — added office(s): 24 -> 25 additional locations. IAPD ↗
53
GOLDEN RESERVE RETIREMENT, LLC — added office(s): 41 -> 45 additional locations. IAPD ↗
53
ATLAS PRIVATE WEALTH ADVISORS — added office(s): 8 -> 11 additional locations. IAPD ↗
53
PLUM STREET ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
COLONIAL RIVER WEALTH MANAGEMENT LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
BRIGHT FUTURES WEALTH MANAGEMENT, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
WALKER ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
BLUE RIDGE WEALTH PLANNERS — added office(s): 1 -> 3 additional locations. IAPD ↗
53
OASIS WEALTH PLANNING ADVISORS — added office(s): 6 -> 14 additional locations. IAPD ↗
53
TOPEL & DISTASI WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
XYPN INVEST — added office(s): 27 -> 38 additional locations. IAPD ↗
53
SUMMIT WEALTH AND RETIREMENT PARTNERS — added office(s): 3 -> 4 additional locations. IAPD ↗
53
STRATA WEALTH ADVISORS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
53
INDEPENDENT WEALTH NETWORK, INC. — added office(s): 16 -> 19 additional locations. IAPD ↗
53
LIFEWORKS ADVISORS, LLC — added office(s): 29 -> 36 additional locations. IAPD ↗
53
ASTORIA PORTFOLIO ADVISORS LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
53
MOMENTOUS WEALTH MANAGEMENT, INC. — added office(s): 0 -> 3 additional locations. IAPD ↗
53
FORTRESS PRIVATE LEDGER, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
TRUVESTMENTS CAPITAL LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
53
INVICTA ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
SOCHA FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
HILTON HEAD CAPITAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
RESURGENT ADVISORS — added office(s): 8 -> 9 additional locations. IAPD ↗
53
PRECISION WEALTH STRATEGIES, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
GLOBAL ASSETS ADVISORY, LLC — added office(s): 14 -> 16 additional locations. IAPD ↗
53
COLLECTIVE FAMILY OFFICE, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
BLUEDOOR PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
MONTZ HARCUS WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
EPG WEALTH MANAGEMENT LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
53
EQUINUM, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
SAGE INVESTMENT ADVISERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
STRONGBOX WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
BLACK KNIGHT WEALTH MANAGEMENT, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
53
VELA INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
MASON & ASSOCIATES, LLC — added office(s): 1 -> 6 additional locations. IAPD ↗
53
ONEASCENT WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
53
STRAIT & SOUND — added office(s): 7 -> 8 additional locations. IAPD ↗
53
TACTIVE ADVISORS, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
53
INFLECTION FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
53
VANCE WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
53
THRIVE RETIREMENT SPECIALISTS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FOCUSED ALPHA, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
53
CONCORD ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
MARIPAU WEALTH MANAGEMENT LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
53
VSM WEALTH ADVISORY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CORNERSTONE PORTFOLIO RESEARCH — added office(s): 4 -> 6 additional locations. IAPD ↗
53
ESSENTIAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
NORMANDY INVESTMENT ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
53
VALTRION CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 6 additional locations. IAPD ↗
53
FIAT WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
53
RANGE ADVISORY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
ENCOMPASS MORE ASSET MANAGEMENT LLC — added office(s): 12 -> 15 additional locations. IAPD ↗
53
AURELIUS FAMILY OFFICE, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
ONEASCENT FAMILY OFFICES — added office(s): 6 -> 8 additional locations. IAPD ↗
53
MEMBERS WEALTH LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
EVEXIA WEALTH, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
53
TWIN PEAKS WEALTH ADVISORS — added office(s): 1 -> 3 additional locations. IAPD ↗
53
TRI-AD CAPITAL MANAGEMENT I, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ROSSBY FINANCIAL, LLC — added office(s): 10 -> 15 additional locations. IAPD ↗
53
CAP SIX ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
53
MARIDEA WEALTH MANAGEMENT — added office(s): 13 -> 18 additional locations. IAPD ↗
53
ABS LEGACY PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ACCELERATE RETIREMENT — added office(s): 14 -> 18 additional locations. IAPD ↗
53
LEGACY WEALTH ADVISORS, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
53
SIGNATURE EQUITY PARTNERS, LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
53
MB GEN WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
53
VISTA INVESTMENT PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PERMANENT CAPITAL MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PUREFI WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CAPITAL A WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
53
LYNK CAPITAL MANAGEMENT COMPANY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
POMONA WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
TORREN MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
PLATFORM WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
53
SALUS FINANCIAL ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
53
WEALTHCARE CAPITAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
PROSPERA CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
ZEGA INVESTMENTS, LLC — added office(s): 5 -> 9 additional locations. IAPD ↗
53
PARKWOODS WEALTH PARTNERS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
53
ARENA PRIVATE WEALTH — added office(s): 5 -> 6 additional locations. IAPD ↗
53
PRASAD WEALTH PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
THE WELLINGTON GRP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
HOLISTIC WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
TRITONPOINT PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
ALONGSIDE, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
SMARTHARVEST PORTFOLIOS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PARADIGM INVESTMENT ADVISORY, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
BERNICKE WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
53
SANDS CAPITAL HORIZONS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
ASSET ONE WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
INNOVATIVE ASSET ADVISORS GROUP — added office(s): 0 -> 3 additional locations. IAPD ↗
53
MEADOWBROOK ADVISORS — added office(s): 2 -> 4 additional locations. IAPD ↗
53
STEELHEAD WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
BELLARS HARRIS WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
50
SANFORD C. BERNSTEIN & CO., LLC — reported RAUM down 26% ($1.65B -> $1.22B). IAPD ↗
50
JENSEN INVESTMENT MANAGEMENT INC. — reported RAUM down 42% ($11.24B -> $6.48B). IAPD ↗
50
SHAPIRO CAPITAL MANAGEMENT LLC — reported RAUM down 33% ($2.95B -> $1.97B). IAPD ↗
50
BROWN CAPITAL MANAGEMENT, LLC — reported RAUM down 44% ($8.10B -> $4.54B). IAPD ↗
50
WEATHERBIE CAPITAL, LLC — reported RAUM down 29% ($1.89B -> $1.34B). IAPD ↗
50
POLEN CAPITAL MANAGEMENT, LLC — reported RAUM down 36% ($37.70B -> $24.06B). IAPD ↗
50
EDGEWOOD MANAGEMENT LLC — reported RAUM down 40% ($35.94B -> $21.52B). IAPD ↗
50
SENTRY MANAGEMENT INC — reported RAUM down 30% ($7.81B -> $5.44B). IAPD ↗
50
RIVERBRIDGE — reported RAUM down 27% ($6.88B -> $5.03B). IAPD ↗
50
ENVESTNET PORTFOLIO SOLUTIONS, INC. — reported RAUM down 41% ($29.34B -> $17.35B). IAPD ↗
50
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. — reported RAUM down 58% ($6.80B -> $2.84B). IAPD ↗
50
B. RILEY WEALTH ADVISORS, INC. — reported RAUM down 40% ($7.03B -> $4.21B). IAPD ↗
50
WEALTHSPIRE RETIREMENT ADVISORY — reported RAUM down 67% ($118.03B -> $38.61B). IAPD ↗
50
SAGEVIEW ADVISORY GROUP, LLC — reported RAUM down 84% ($238.55B -> $37.50B). IAPD ↗
50
PROMANAGE, LLC — reported RAUM down 33% ($6.07B -> $4.06B). IAPD ↗
50
BEAR CREEK ASSET MANAGEMENT, LLC — reported RAUM down 30% ($7.46B -> $5.19B). IAPD ↗
50
CLARKSTON CAPITAL PARTNERS, LLC — reported RAUM down 56% ($3.87B -> $1.71B). IAPD ↗
50
MAR VISTA INVESTMENT PARTNERS, LLC — reported RAUM down 26% ($1.51B -> $1.12B). IAPD ↗
50
CEREDEX VALUE ADVISORS LLC — reported RAUM down 34% ($5.16B -> $3.43B). IAPD ↗
50
FFT WEALTH MANAGEMENT — reported RAUM down 61% ($6.05B -> $2.34B). IAPD ↗
50
NORTHWEST FINANCIAL ADVISORS LLC — reported RAUM down 35% ($1.92B -> $1.24B). IAPD ↗
50
SVB WEALTH — reported RAUM down 38% ($4.98B -> $3.10B). IAPD ↗
50
ARISTOTLE CAPITAL BOSTON, LLC — reported RAUM down 33% ($2.72B -> $1.83B). IAPD ↗
50
DRIVE WEALTH ADVISERS — reported RAUM down 31% ($2.18B -> $1.50B). IAPD ↗
50
ARISTOTLE ATLANTIC PARTNERS, LLC — reported RAUM down 31% ($3.22B -> $2.22B). IAPD ↗
50
EVOKE ADVISORS — reported RAUM down 38% ($27.70B -> $17.29B). IAPD ↗
50
LIBERTY ONE INVESTMENT MANAGEMENT — reported RAUM down 56% ($2.38B -> $1.05B). IAPD ↗
50
PANDI, LLC — reported RAUM down 32% ($2.04B -> $1.38B). IAPD ↗
50
USAA INVESTMENT SERVICES COMPANY — shrank from 106 to 91 advisory reps. IAPD ↗
50
CARTER, TERRY & COMPANY, INC. — shrank from 19 to 15 advisory reps. IAPD ↗
50
MISSIONSQUARE WEALTH MANAGEMENT — shrank from 31 to 26 advisory reps. IAPD ↗
50
COKER & PALMER — shrank from 10 to 7 advisory reps. IAPD ↗
50
SECURE PLANNING — shrank from 6 to 3 advisory reps. IAPD ↗
50
ALAN B. LANCZ & ASSOCIATES, INC. — shrank from 3 to 1 advisory reps. IAPD ↗
50
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO — shrank from 3 to 1 advisory reps. IAPD ↗
50
CFO CAPITAL MANAGEMENT, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
50
APEX CAPITAL MANAGEMENT, L.L.C. — shrank from 4 to 2 advisory reps. IAPD ↗
50
GASAWAY INVESTMENT ADVISORS, INC. — shrank from 6 to 4 advisory reps. IAPD ↗
50
ST. JOHN & ASSOCIATES, INC. — shrank from 4 to 2 advisory reps. IAPD ↗
50
COLLINS ADVISORS, LLC — shrank from 3 to 1 advisory reps. IAPD ↗
50
READ & POWELL FINANCIAL SERVICES, LLC — shrank from 6 to 3 advisory reps. IAPD ↗
50
HENLEY & COMPANY WEALTH MANAGEMENT LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
LANIER FINANCIAL GROUP LLC — shrank from 8 to 6 advisory reps. IAPD ↗
50
STONEX INTERNATIONAL ADVISORS INC — shrank from 23 to 15 advisory reps. IAPD ↗
50
GEREMIA FINANCIAL SERVICES, LLC — shrank from 2 to 0 advisory reps. IAPD ↗
50
CHANCELLOR FINANCIAL GROUP WB LP — shrank from 8 to 6 advisory reps. IAPD ↗
50
SIMA WEALTH PARTNERS, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
50
ZEPHYR WEALTH MANAGEMENT — shrank from 4 to 2 advisory reps. IAPD ↗
50
INSIGHT INVESTMENT COUNSEL — shrank from 4 to 2 advisory reps. IAPD ↗
50
SOUTH BAY FINANCIAL PARTNERS — shrank from 5 to 2 advisory reps. IAPD ↗
50
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC — shrank from 6 to 3 advisory reps. IAPD ↗
50
LEGACY CORNERSTONE WEALTH — shrank from 7 to 1 advisory reps. IAPD ↗
50
ELITE INCOME ADVISORS, INC. — shrank from 8 to 6 advisory reps. IAPD ↗
50
MOTIV8 INVESTMENTS LLC — shrank from 15 to 10 advisory reps. IAPD ↗
50
ARISTA ADVISORY GROUP, LLC — shrank from 3 to 1 advisory reps. IAPD ↗
50
CANDIDE GROUP — shrank from 7 to 4 advisory reps. IAPD ↗
50
STRATEGIC ADVISORY SERVICES — shrank from 10 to 8 advisory reps. IAPD ↗
50
PROCORE ADVISORS, LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
50
ORIGIN INVESTMENT ADVISORY LLC — shrank from 56 to 40 advisory reps. IAPD ↗
50
WAVE DIGITAL ASSETS LLC — shrank from 26 to 20 advisory reps. IAPD ↗
50
ALGORITHMIC INVESTMENT MODELS — shrank from 10 to 8 advisory reps. IAPD ↗
50
CARDEA CAPITAL ADVISORS, LLC — shrank from 7 to 4 advisory reps. IAPD ↗
50
COHESION WEALTH MANAGEMENT, LLC — shrank from 6 to 3 advisory reps. IAPD ↗
50
EQUILIBRIUM VENTURES, LLC — shrank from 6 to 4 advisory reps. IAPD ↗
50
GUARDIAN WEALTH PARTNERS, LLC — shrank from 87 to 75 advisory reps. IAPD ↗
50
MY PROSPER TEAM — shrank from 6 to 2 advisory reps. IAPD ↗
50
ELEVATION ADVISORY PARTNERS LLC — shrank from 7 to 4 advisory reps. IAPD ↗
50
X ADVISORS, LLC — shrank from 7 to 5 advisory reps. IAPD ↗
50
LUMIERE FINANCIAL — shrank from 7 to 5 advisory reps. IAPD ↗
50
BURNHAM & COMPANY LLC — shrank from 4 to 2 advisory reps. IAPD ↗
50
TERRA WEALTH — shrank from 39 to 6 advisory reps. IAPD ↗
50
STEP ADVISERS, LLC — shrank from 3 to 1 advisory reps. IAPD ↗
50
REGENTS PARTNERS, LLC — shrank from 5 to 1 advisory reps. IAPD ↗
50
RSG INVESTMENTS LLC — shrank from 9 to 6 advisory reps. IAPD ↗
50
FORTHRIGHT CAPITAL — shrank from 28 to 21 advisory reps. IAPD ↗
50
MASTERWORKS ADVISERS, LLC — shrank from 17 to 13 advisory reps. IAPD ↗
50
EVERGREEN WEALTH ADVISORS — shrank from 12 to 7 advisory reps. IAPD ↗
50
FJELL CAPITAL — shrank from 5 to 3 advisory reps. IAPD ↗
50
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC — shrank from 8 to 2 advisory reps. IAPD ↗
50
MINDORO CAPITAL PARTNERS LLC — shrank from 5 to 3 advisory reps. IAPD ↗
50
HERMITAGE WEALTH — shrank from 6 to 4 advisory reps. IAPD ↗
50
LEGEND CAPITAL — shrank from 3 to 1 advisory reps. IAPD ↗
50
QUANT ALPHA LLC — shrank from 5 to 1 advisory reps. IAPD ↗
50
818 FAMILY OFFICE, LLC — shrank from 3 to 1 advisory reps. IAPD ↗
50
CHARLES SCHWAB & CO., INC. — added office(s): 448 -> 449 additional locations. IAPD ↗
50
CREWS & ASSOCIATES, INC. — added office(s): 8 -> 9 additional locations. IAPD ↗
50
HARGER AND COMPANY, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
50
NATIONWIDE SECURITIES, LLC — added office(s): 11 -> 14 additional locations. IAPD ↗
50
UMB FINANCIAL SERVICES, INC. — added office(s): 15 -> 19 additional locations. IAPD ↗
50
WILMINGTON TRUST INVESTMENT MANAGEMENT — added office(s): 3 -> 14 additional locations. IAPD ↗
50
LEEB CAPITAL MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
50
INNOVEST PORTFOLIO SOLUTIONS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
VICTORY WEALTH PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MONTICELLO ASSOCIATES, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
ALLSTATE FINANCIAL ADVISORS, LLC — added office(s): 39 -> 67 additional locations. IAPD ↗
50
BURGESS CHAMBERS & ASSOCIATES INC — added office(s): 5 -> 6 additional locations. IAPD ↗
50
SUMNICHT & ASSOCIATES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
HECKMAN FINANCIAL & INSURANCE SERVICES, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
CAPITAL FINANCIAL GROUP, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
50
CLEARPATH CAPITAL PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
SARATOGA CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
INTEGRA FINANCIAL, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
50
CASTELLANO & ASSOCIATES — added office(s): 1 -> 2 additional locations. IAPD ↗
50
CAPITAL MANAGEMENT SERVICES, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
50
MUTUAL TRUST ASSET MGMT., INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
50
PHASE III ADVISORY SERVICES, LTD — added office(s): 0 -> 1 additional locations. IAPD ↗
50
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MCDERMOTT INVESTMENT ADVISORS, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
50
WISDOM INDEX ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CONWAY CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
FAIRWAY FINANCIAL, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
50
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CK ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
CORNERSTONE FINANCIAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PROVIDENCE FINANCIAL AND INSURANCES, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
CORNERSTONE WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
DOWNING STREET WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
GREENWOOD INVESTORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
AVOCET CAPITAL MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
STRATEGIC PORTFOLIO SOLUTIONS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
STRATEGIC FINANCIAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
BALANCED ROCK INVESTMENT ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
IQVESTMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — added office(s): 21 -> 25 additional locations. IAPD ↗
50
SCHWAB WEALTH ADVISORY, INC. — added office(s): 97 -> 198 additional locations. IAPD ↗
50
DYCHE WEALTH MANAGEMENT, INC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
WACKER & ASSOCIATES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
BLUELINE ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
50
TRAIL FINANCIAL PLANNING LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
REVALUE LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
50
WEALTH TEAMS ALLIANCE — added office(s): 5 -> 7 additional locations. IAPD ↗
50
PARADY WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
50
DUTCH ASSET CORPORATION — added office(s): 0 -> 1 additional locations. IAPD ↗
50
STRATACORE CAPITAL MANAGEMENT, LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
JCN FINANCIAL & TAX ADVISORY GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
LAKEWOOD ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
WEATHERHELM CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
ATLAS WEALTH PARTNERS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
TRADEMARK CAPITAL MANAGEMENT INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
THE LIFE GROUP FINANCIAL SERVICES — added office(s): 2 -> 3 additional locations. IAPD ↗
50
KERR WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SIMMONS CAPITAL GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
50
FEDERAL PREP — added office(s): 2 -> 4 additional locations. IAPD ↗
50
JEMMA FINANCIAL SERVICES — added office(s): 1 -> 2 additional locations. IAPD ↗
50
Q3 ADVISORS, LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
50
GREAT PATH PLANNING — added office(s): 2 -> 3 additional locations. IAPD ↗
50
URBAN WEALTH MANAGEMENT OR UWM — added office(s): 1 -> 4 additional locations. IAPD ↗
50
SJHL FINANCIAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
50
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
SFI ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
STRATEGIC ADVISORY SERVICES — added office(s): 0 -> 2 additional locations. IAPD ↗
50
HERITAGE FINANCIAL COUNSELORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CIRRUS CAPITAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
FBL WEALTH MANAGEMENT, LLC — added office(s): 171 -> 191 additional locations. IAPD ↗
50
CMC FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
BOLDIN ADVISORS — added office(s): 6 -> 16 additional locations. IAPD ↗
50
TROWBRIDGE CAPITAL PARTNERS LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TRANQUILLI FINANCIAL ADVISOR, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
GRUENSTEIN INVESTMENTS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
FOUNDRY FINANCIAL LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
DELOS CAPITAL ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
50
SMARTPATH ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
50
INFINITY FINANCIAL SERVICES ADVISORY — added office(s): 32 -> 34 additional locations. IAPD ↗
50
FIRST GROWTH CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ILLUMINATE WEALTH MANAGEMENT — added office(s): 5 -> 7 additional locations. IAPD ↗
50
QUINCY WELLS ADVISORS, LLC — added office(s): 0 -> 6 additional locations. IAPD ↗
50
EVOLUTION WEALTH MANAGEMENT INC. — added office(s): 0 -> 3 additional locations. IAPD ↗
50
EMISSARY WEALTH — added office(s): 1 -> 3 additional locations. IAPD ↗
50
GOALFUSION WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
50
CLARUS GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
LSB WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
50
CSP FINANCIAL GROUP LLC — added office(s): 1 -> 16 additional locations. IAPD ↗
50
VENTANA PRIVATE WEALTH LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
TARGET ROCK WEALTH MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
50
MAIDEN COVE CAPITAL — added office(s): 0 -> 2 additional locations. IAPD ↗
50
CABIN ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
50
SIKORSKI WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
INTEGRATED WEALTHCARE, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
ETHOS CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
VERUS FINANCIAL GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SENIOR TAX ADVISORY GROUP, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
ONESOURCE WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
50
BEST LIFE INFINITY, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
50
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
NEIL JESANI WEALTH MANAGEMENT — added office(s): 1 -> 3 additional locations. IAPD ↗
50
LIGHT CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CONTRARY LEGACY LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
44 NORTH CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
VISDOM INVESTMENT GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SALIENT WEALTH PLANNING — added office(s): 0 -> 2 additional locations. IAPD ↗
50
TRIO WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
ALTITUDE CAPITAL MANAGEMENT LLC — added office(s): 18 -> 27 additional locations. IAPD ↗
50
INNOVATIVE FAMILY OFFICE LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
50
RIVERTREE WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
50
LITTLE RIVER CAPITAL PARTNERS, LP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
BLUE BEAR FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SANDRO WEALTH MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
STRIVE FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
STORGATE, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
W&S ADVISORY SERVICES, LLC — added office(s): 4 -> 7 additional locations. IAPD ↗
50
CEDRUS WEALTH GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ROOTED FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CONNECTIVE WEALTH PARTNERS, LLC — added office(s): 6 -> 10 additional locations. IAPD ↗
50
CIO CAPITAL GROUP LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
HERITAGE STRATEGIC WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TUTTLE WEALTH PARTNERS LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
50
NAVIANT PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
STONEBRIDGE FINANCIAL GROUP — added office(s): 0 -> 2 additional locations. IAPD ↗
48
SANDERS MORRIS LLC — reported RAUM down 42% ($991.7M -> $576.1M). IAPD ↗
48
FLAGSTAR ADVISORS, INC. — reported RAUM down 32% ($1.16B -> $784.3M). IAPD ↗
48
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC — reported RAUM down 47% ($1.75B -> $933.7M). IAPD ↗
48
LAWSON KROEKER INVESTMENT MANAGEMENT INC — reported RAUM down 37% ($682.7M -> $428.6M). IAPD ↗
48
TRUST ADVISORY GROUP LTD — reported RAUM down 37% ($494.4M -> $313.5M). IAPD ↗
48
HAHN CAPITAL MANAGEMENT, LLC — reported RAUM down 25% ($521.0M -> $390.0M). IAPD ↗
48
CHESAPEAKE ASSET MANAGEMENT LLC — reported RAUM down 35% ($721.3M -> $468.8M). IAPD ↗
48
TUFTON CAPITAL MANAGEMENT, LLC — reported RAUM down 43% ($810.1M -> $463.8M). IAPD ↗
48
AMERICAN TRUST INVESTMENT ADVISORS, LLC — reported RAUM down 39% ($497.3M -> $303.5M). IAPD ↗
48
MARQUETTE ASSOCIATES, INC. — reported RAUM down 33% ($468.0M -> $315.7M). IAPD ↗
48
PROPRIETARY CAPITAL, LLC — reported RAUM down 43% ($1.15B -> $651.8M). IAPD ↗
48
REDWOOD INVESTMENTS, LLC — reported RAUM down 32% ($1.05B -> $710.1M). IAPD ↗
48
ACCUVEST GLOBAL ADVISORS, INC. — reported RAUM down 33% ($937.7M -> $630.5M). IAPD ↗
48
ASSET STRATEGY ADVISORS, LLC — reported RAUM down 29% ($917.8M -> $649.3M). IAPD ↗
48
HS MANAGEMENT PARTNERS, LLC — reported RAUM down 70% ($1.55B -> $469.9M). IAPD ↗
48
LIFEINVEST WEALTH MANAGEMENT, LTD — reported RAUM down 33% ($447.1M -> $300.5M). IAPD ↗
48
MARKETRIDERS — reported RAUM down 25% ($485.6M -> $363.0M). IAPD ↗
48
ROSEMAWR MANAGEMENT LLC — reported RAUM down 28% ($1.17B -> $843.6M). IAPD ↗
48
ADAMS ASHBY FINANCIAL ADVISORS — reported RAUM down 35% ($737.1M -> $479.8M). IAPD ↗
48
HOLLANDER ASSET MANAGEMENT LLC — reported RAUM down 33% ($622.4M -> $419.7M). IAPD ↗
48
TRIGRAN INVESTMENTS, INC. — reported RAUM down 44% ($954.7M -> $533.2M). IAPD ↗
48
CANNELL CAPITAL LLC — reported RAUM down 29% ($527.6M -> $372.8M). IAPD ↗
48
PHAROS CAPITAL GROUP, LLC — reported RAUM down 41% ($1.07B -> $629.6M). IAPD ↗
48
INTEGRATED FINANCIAL STRATEGIES, LLC — reported RAUM down 29% ($455.0M -> $322.0M). IAPD ↗
48
FULLCIRCLE WEALTH LLC — reported RAUM down 35% ($393.5M -> $257.4M). IAPD ↗
48
TRU INDEPENDENCE ASSET MANAGEMENT, LLC — reported RAUM down 41% ($575.3M -> $336.9M). IAPD ↗
48
LOGICA CAPITAL ADVISERS, LLC — reported RAUM down 44% ($541.0M -> $304.6M). IAPD ↗
48
ONE WEALTH MAP, LLC — reported RAUM down 74% ($1.10B -> $287.4M). IAPD ↗
48
XP ADVISORY US, INC. — reported RAUM down 49% ($1.56B -> $792.3M). IAPD ↗
48
EAGLE BAY FAMILY OFFICE — reported RAUM down 28% ($948.5M -> $680.8M). IAPD ↗
48
CUSTOS FAMILY OFFICE LLC — reported RAUM down 53% ($729.6M -> $346.6M). IAPD ↗
48
GREYSTONE FINANCIAL GROUP, LLC — reported RAUM down 52% ($1.03B -> $494.9M). IAPD ↗
48
ATTINGER, LLC — reported RAUM down 27% ($543.0M -> $394.5M). IAPD ↗
48
ATOMIC INVEST LLC — reported RAUM down 31% ($462.9M -> $319.5M). IAPD ↗
48
CORNERSTONE PORTFOLIO RESEARCH — reported RAUM down 76% ($1.85B -> $444.3M). IAPD ↗
48
ABRA CAPITAL MANAGEMENT, LP — reported RAUM down 52% ($700.6M -> $334.7M). IAPD ↗
45
E. MAGNUS OPPENHEIM & CO. INC. — reported RAUM down 86% ($70.4M -> $9.5M). IAPD ↗
45
DOMINARI SECURITIES LLC — reported RAUM down 33% ($41.6M -> $28.0M). IAPD ↗
45
COKER & PALMER — reported RAUM down 48% ($244.1M -> $126.3M). IAPD ↗
45
SPARROW CAPITAL MANAGEMENT INC — reported RAUM down 49% ($224.3M -> $113.3M). IAPD ↗
45
FAIRBANKS CAPITAL MANAGEMENT, INC. — reported RAUM down 43% ($369.9M -> $210.6M). IAPD ↗
45
HUNTER MICHAEL INVESTMENT ADVISORS INC — reported RAUM down 92% ($969.6M -> $81.2M). IAPD ↗
45
HILLMAN CAPITAL MANAGEMENT INC — reported RAUM down 36% ($308.0M -> $195.9M). IAPD ↗
45
PROFIT INVESTMENTS — reported RAUM down 80% ($132.0M -> $26.8M). IAPD ↗
45
CFM ADVISORS INC — reported RAUM down 94% ($3.49B -> $202.7M). IAPD ↗
45
WOODMONT ADVISORY GROUP, INC. — reported RAUM down 27% ($125.4M -> $91.9M). IAPD ↗
45
RCM ROBINSON CAPITAL MANAGEMENT LLC — reported RAUM down 43% ($108.3M -> $61.8M). IAPD ↗
45
DORIAN EASON ASSET MANAGEMENT, LLC — reported RAUM down 78% ($124.5M -> $27.1M). IAPD ↗
45
PRUNEYARD FINANCIAL GROUP, INC. — reported RAUM down 45% ($140.3M -> $77.0M). IAPD ↗
45
MARIN WEALTH ADVISORS LLC — reported RAUM down 81% ($357.0M -> $69.4M). IAPD ↗
45
ANCHOR CAPITAL — reported RAUM down 38% ($309.6M -> $191.2M). IAPD ↗
45
INTERACTIVE FINANCIAL ADVISORS — reported RAUM down 29% ($337.8M -> $240.4M). IAPD ↗
45
WHALEN CAPITAL, INC. — reported RAUM down 51% ($152.4M -> $75.1M). IAPD ↗
45
BRADLEY WEALTH LLC — reported RAUM down 30% ($282.6M -> $196.7M). IAPD ↗
45
FUTURA ASSET ADVISORS LLC — reported RAUM down 61% ($296.6M -> $114.8M). IAPD ↗
45
EMSTONE ADVISERS, LLC — reported RAUM down 33% ($43.6M -> $29.3M). IAPD ↗
45
DAVIES FINANCIAL ADVISORS, INC. — reported RAUM down 57% ($288.2M -> $123.1M). IAPD ↗
45
BLACKGOLD CAPITAL MANAGEMENT LP — reported RAUM down 25% ($178.0M -> $133.0M). IAPD ↗
45
PUBLIC SAFETY FINANCIAL/GALLOWAY — reported RAUM down 98% ($942.2M -> $17.9M). IAPD ↗
45
MESTMAKER & PETREY WEALTH ADVISORS — reported RAUM down 26% ($190.7M -> $140.8M). IAPD ↗
45
ALTAI CAPITAL MANAGEMENT, L.P. — reported RAUM down 63% ($136.1M -> $49.8M). IAPD ↗
45
STONEX INTERNATIONAL ADVISORS INC — reported RAUM down 53% ($225.1M -> $106.7M). IAPD ↗
45
THE WEALTH GROUP, LTD — reported RAUM down 45% ($288.9M -> $160.2M). IAPD ↗
45
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC — reported RAUM down 28% ($124.7M -> $90.3M). IAPD ↗
45
FSC WEALTH ADVISORS, LLC — reported RAUM down 57% ($283.1M -> $122.3M). IAPD ↗
45
SAXON SECURITIES LLC — reported RAUM down 31% ($137.2M -> $94.6M). IAPD ↗
45
OBJECTIVE CAPITAL MANAGEMENT, LLC — reported RAUM down 30% ($304.7M -> $214.2M). IAPD ↗
45
COVE STREET CAPITAL, LLC — reported RAUM down 26% ($126.7M -> $93.8M). IAPD ↗
45
NOVUS ADVISORS — reported RAUM down 55% ($202.9M -> $91.3M). IAPD ↗
45
MAINLINE INVESTMENT ADVISERS, LLC — reported RAUM down 45% ($200.8M -> $109.8M). IAPD ↗
45
AWM GLOBAL ADVISORS — reported RAUM down 35% ($90.5M -> $59.2M). IAPD ↗
45
SOLOMON API LLC — reported RAUM down 52% ($362.0M -> $173.1M). IAPD ↗
45
ATLAS FINANCIAL ADVISORS, INC. — reported RAUM down 56% ($107.8M -> $46.9M). IAPD ↗
45
KG CAPITAL MANAGEMENT, LLC — reported RAUM down 52% ($414.1M -> $199.5M). IAPD ↗
45
ZEPHYR WEALTH MANAGEMENT — reported RAUM down 42% ($421.4M -> $242.8M). IAPD ↗
45
PT CAPITAL ADVISORS, LLC — reported RAUM down 53% ($121.0M -> $56.9M). IAPD ↗
45
SANTA FE ADVISORS LLC — reported RAUM down 35% ($177.5M -> $116.1M). IAPD ↗
45
CAERUS INVESTMENT ADVISORS, LLC — reported RAUM down 40% ($194.6M -> $117.2M). IAPD ↗
45
TRADEMARK CAPITAL MANAGEMENT INC. — reported RAUM down 32% ($220.4M -> $150.8M). IAPD ↗
45
DIPSEA CAPITAL, LLC — reported RAUM down 43% ($103.0M -> $58.3M). IAPD ↗
45
ORCHARD CAPITAL MANAGEMENT, LLC — reported RAUM down 65% ($321.9M -> $111.8M). IAPD ↗
45
LEGACY CORNERSTONE WEALTH — reported RAUM down 57% ($248.4M -> $106.1M). IAPD ↗
45
FLORENCE CAPITAL ADVISORS, LLC — reported RAUM down 95% ($1.26B -> $65.2M). IAPD ↗
45
PARADIGM WEALTH ADVISORY LLC — reported RAUM down 57% ($468.3M -> $201.2M). IAPD ↗
45
LEGACY PCG, LLC — reported RAUM down 32% ($206.2M -> $139.8M). IAPD ↗
45
INVESTALL, INC. — reported RAUM down 51% ($53.1M -> $26.2M). IAPD ↗
45
THE PROFESSIONAL FINANCIAL COMPANY LLC — reported RAUM down 32% ($361.1M -> $246.1M). IAPD ↗
45
CAPSTONE WEALTH ADVISORS, LLC — reported RAUM down 56% ($230.4M -> $102.4M). IAPD ↗
45
SCALAR GAUGE MANAGEMENT, LLC — reported RAUM down 32% ($291.1M -> $199.4M). IAPD ↗
45
SEVEN CANYONS ADVISORS, LLC — reported RAUM down 26% ($121.6M -> $90.0M). IAPD ↗
45
SIGNIFICANT WEALTH PARTNERS LLC — reported RAUM down 49% ($248.0M -> $126.1M). IAPD ↗
45
PIERSON WEALTH MANAGEMENT — reported RAUM down 47% ($361.9M -> $192.0M). IAPD ↗
45
TROWBRIDGE CAPITAL PARTNERS LLC. — reported RAUM down 33% ($38.3M -> $25.8M). IAPD ↗
45
JRB CAPITAL MANAGEMENT — reported RAUM down 56% ($108.6M -> $48.2M). IAPD ↗
45
LION CAPITAL ADVISORS LLC — reported RAUM down 31% ($136.7M -> $94.8M). IAPD ↗
45
WAVE DIGITAL ASSETS LLC — reported RAUM down 74% ($351.6M -> $91.9M). IAPD ↗
45
FIRST GROWTH CAPITAL LLC — reported RAUM down 39% ($214.7M -> $130.6M). IAPD ↗
45
ALGORITHMIC INVESTMENT MODELS — reported RAUM down 44% ($156.9M -> $87.8M). IAPD ↗
45
BRANDYWINE ASSET MANAGEMENT — reported RAUM down 33% ($225.0M -> $150.0M). IAPD ↗
45
AFG FIDUCIARY SERVICES — reported RAUM down 27% ($229.2M -> $166.3M). IAPD ↗
45
COPE CONNELLY — reported RAUM down 62% ($247.6M -> $95.3M). IAPD ↗
45
OAKHURST CAPITAL ADVISORS, LLC — reported RAUM down 93% ($78.6M -> $5.7M). IAPD ↗
45
DIRECTIONAL ADVISORS — reported RAUM down 60% ($107.8M -> $43.0M). IAPD ↗
45
BANCREEK CAPITAL MANAGEMENT, LP — reported RAUM down 61% ($125.2M -> $49.3M). IAPD ↗
45
PASSIVE MANAGEMENT LLC — reported RAUM down 28% ($31.4M -> $22.6M). IAPD ↗
45
KINEO CAPITAL LLC — reported RAUM down 76% ($258.0M -> $61.1M). IAPD ↗
45
TRG INVESTMENT ADVISORS, LLC — reported RAUM down 85% ($1.11B -> $167.1M). IAPD ↗
45
HFG ADVISORS, INC. — reported RAUM down 49% ($221.4M -> $113.4M). IAPD ↗
45
RYAN HERITAGE, LLP — reported RAUM down 27% ($25.6M -> $18.8M). IAPD ↗
45
SKY VISION WEALTH MANAGEMENT CORP. — reported RAUM down 50% ($106.0M -> $52.8M). IAPD ↗
45
TERRA WEALTH — reported RAUM down 62% ($399.4M -> $152.0M). IAPD ↗
45
VISDOM INVESTMENT GROUP LLC — reported RAUM down 71% ($183.5M -> $53.1M). IAPD ↗
45
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC — reported RAUM down 82% ($641.8M -> $112.8M). IAPD ↗
45
FUNDAMENTAL INVESTMENT SERVICES, LLC — reported RAUM down 68% ($38.4M -> $12.2M). IAPD ↗
45
TRUEHAVEN CAPITAL — reported RAUM down 47% ($117.2M -> $62.3M). IAPD ↗
45
PLUM POINTE WEALTH MANAGEMENT — reported RAUM down 49% ($206.7M -> $104.7M). IAPD ↗
45
OXFORD WEALTH MANAGEMENT — reported RAUM down 78% ($495.1M -> $109.6M). IAPD ↗
45
TRUMAN WEALTH ADVISORS — reported RAUM down 25% ($142.1M -> $106.0M). IAPD ↗
45
TACTICA LLC — reported RAUM down 70% ($418.0M -> $123.5M). IAPD ↗
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BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — grew from 210 to 250 advisory reps. IAPD ↗institutional
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BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC — grew from 110 to 130 advisory reps. IAPD ↗institutional
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SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — grew from 109 to 117 advisory reps. IAPD ↗institutional
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NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC — grew from 201 to 213 advisory reps. IAPD ↗fund
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MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC — grew from 85 to 95 advisory reps. IAPD ↗fund
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GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC — grew from 70 to 80 advisory reps. IAPD ↗institutional
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PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — grew from 27 to 33 advisory reps. IAPD ↗fund
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TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY — (LOUISVILLE, KY) left the SEC roster (was $15.95B RAUM, 5 reps). IAPD ↗institutional
55
PGIM MULTI-ASSET SOLUTIONS LLC — (NEWARK, NJ) left the SEC roster (was $26.26B RAUM, 30 reps). IAPD ↗institutional
55
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC — (WINDSOR, CT) left the SEC roster (was $5.09B RAUM, 6 reps). IAPD ↗institutional
55
ENHANCED PK SERVICES, LLC — (SAN JUAN, PR) left the SEC roster (was $1.35B RAUM, 1 reps). IAPD ↗institutional
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BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. — grew from 1219 to 1402 advisory reps. IAPD ↗foreign
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GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED — grew from 22 to 53 advisory reps. IAPD ↗foreign
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PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC — (GUILFORD, CT) left the SEC roster (was $306.5M RAUM, 9 reps). IAPD ↗institutional
53
CHATHAM INVESTMENT ADVISORS, LLC — (KENNETT SQUARE, PA) left the SEC roster (was $383.5M RAUM, 1 reps). IAPD ↗institutional
53
CENTERSTONE INVESTORS LLC — (location n/a) left the SEC roster (was $374.7M RAUM, 4 reps). IAPD ↗institutional
53
SHERBROOKE PARK ADVISERS LLC — (WHITE PLAINS, NY) left the SEC roster (was $748.3M RAUM, 4 reps). IAPD ↗institutional
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ERIC M FLANAGAN TRADING, LLC — (location n/a) left the SEC roster (was $841.7M RAUM, 1 reps). IAPD ↗institutional
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CORNERCAP INVESTMENT COUNSEL INC — (ATLANTA, GA) left the SEC roster (was $199.2M RAUM, 3 reps). IAPD ↗institutional
50
CBRE INVESTMENT MANAGEMENT, LLC — (NEW YORK, NY) left the SEC roster (was $6.11B RAUM, 117 reps). IAPD ↗fund
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E CAPITAL MANAGEMENT L.P. — (NEW YORK, NY) left the SEC roster (was $4.07B RAUM, 12 reps). IAPD ↗fund
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BRIDPORT INVESTMENTS LLC — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗institutional
50
THE ENERGY & MINERALS GROUP — (HOUSTON, TX) left the SEC roster (was $13.07B RAUM, 13 reps). IAPD ↗fund
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CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC — (SANTA MONICA, CA) left the SEC roster (was $2.08B RAUM, 36 reps). IAPD ↗fund
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STF MANAGEMENT LP — (FRISCO, TX) left the SEC roster (was $232.4M RAUM, 4 reps). IAPD ↗institutional
50
STONE CREEK CAPITAL MANAGEMENT LLC — (ALPHARETTA, GA) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗institutional
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MARCADO ASSET MANAGEMENT LLC — (SAN ANTONIO, TX) left the SEC roster (was $26.8M RAUM, 3 reps). IAPD ↗institutional
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JUNIPER HILL CAPITAL MANAGEMENT LP — (MENLO PARK, CA) left the SEC roster (was $2.43B RAUM, 5 reps). IAPD ↗fund
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BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC — (NEW YORK, NY) left the SEC roster (was $4.10B RAUM, 210 reps). IAPD ↗fund
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DEMOCRACY INVESTMENT MANAGEMENT LLC — (location n/a) left the SEC roster (was $8.7M RAUM, 1 reps). IAPD ↗institutional
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EASTERLY EAB RISK SOLUTIONS LLC — (BALA CYNWYD, PA) left the SEC roster (was $0 RAUM, 3 reps). IAPD ↗institutional
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CAPINSIGHTS PARTNERS, LLC — (GREENWICH, CT) left the SEC roster (was $0 RAUM, 6 reps). IAPD ↗institutional
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ARÈNE CAPITAL MANAGEMENT LP — (NEW YORK, NY) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 4 reps). IAPD ↗institutional
50
DEIANIRA CAPITAL MANAGEMENT LLC — (MIAMI, FL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗institutional
50
BIRCHWOOD CREEK CAPITAL MANAGEMENT LLC — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 0 reps). IAPD ↗institutional
50
I/O STRATEGIES LLC — (BOULDER, CO) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 4 reps). IAPD ↗institutional
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GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — grew from 46 to 56 advisory reps. IAPD ↗foreign
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KINNEY ASSET MANAGEMENT, LLC. — (CHICAGO, IL) left the SEC roster (was $578.1M RAUM, 4 reps). IAPD ↗fund
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NYES LEDGE CAPITAL MANAGEMENT, LLC — (BOSTON, MA) left the SEC roster (was $265.9M RAUM, 3 reps). IAPD ↗fund
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RESOURCE LAND HOLDINGS, LLC — (DENVER, CO) left the SEC roster (was $287.3M RAUM, 8 reps). IAPD ↗fund
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ONEMAP MINERAL SERVICES LLC — (HOUSTON, TX) left the SEC roster (was $461.7M RAUM, 6 reps). IAPD ↗fund
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BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. — (NEW YORK, NY) left the SEC roster (was $147,753 RAUM, 211 reps). IAPD ↗fund
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STADIUM CAPITAL MANAGEMENT, LLC — (NEW CANAAN, CT) left the SEC roster (was $235.5M RAUM, 5 reps). IAPD ↗fund
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GREENFIELD PARTNERS, LLC — (GREENWICH, CT) left the SEC roster (was $128.1M RAUM, 3 reps). IAPD ↗fund
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RIVO ALTO CAPITAL FUNDING LLC — (NORTH MIAMI BEACH, FL) left the SEC roster (was $27.6M RAUM, 2 reps). IAPD ↗fund
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LAW FINANCE GROUP MANAGEMENT COMPANY — (DELRAY BEACH, FL) left the SEC roster (was $101.5M RAUM, 10 reps). IAPD ↗fund
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M28 CAPITAL MANAGEMENT LP — (STAMFORD, CT) left the SEC roster (was $120.8M RAUM, 1 reps). IAPD ↗fund
45
HESTIA CAPITAL MANAGEMENT, LLC — (CRANBERRY TOWNSHIP, PA) left the SEC roster (was $131.9M RAUM, 1 reps). IAPD ↗fund
45
45
BEYOND GLOBAL MANAGEMENT, LLC — (HOUSTON, TX) left the SEC roster (was $97.4M RAUM, 7 reps). IAPD ↗fund
45
SYNCRACY OPERATIONAL MANAGEMENT LLC — (location n/a) left the SEC roster (was $193.1M RAUM, 4 reps). IAPD ↗fund
45
AVENTINE CAPITAL MANAGEMENT LLC — (CHICAGO, IL) left the SEC roster (was $4.1M RAUM, 1 reps). IAPD ↗fund
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
BREVAN HOWARD US INVESTMENT MANAGEMENT LP — shrank from 122 to 114 advisory reps. IAPD ↗institutional
45
45
45
45
45
45
45
45
45
45
45
45
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA — shrank from 82 to 55 advisory reps. IAPD ↗institutional
45
45
45
45
45
45
45
45
45
45
45
45
45
VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP — grew from 15 to 20 advisory reps. IAPD ↗foreign
45
45
45
45
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
45
45
45
TIAA-CREF INVESTMENT MANAGEMENT LLC — added office(s): 19 -> 28 additional locations. IAPD ↗institutional
45
45
45
45
APOLLO INVESTMENT MANAGEMENT, L.P. — added office(s): 26 -> 28 additional locations. IAPD ↗institutional
45
ADHESION WEALTH ADVISOR SOLUTIONS — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
45
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES — added office(s): 2 -> 6 additional locations. IAPD ↗institutional
45
45
45
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS — added office(s): 21 -> 29 additional locations. IAPD ↗institutional
45
BREVAN HOWARD US INVESTMENT MANAGEMENT LP — added office(s): 4 -> 14 additional locations. IAPD ↗institutional
45
MONROE CAPITAL BDC ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
45
BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
45
45
45
45
45
45
45
45
45
BLACKSTONE CREDIT BDC ADVISORS LLC — added office(s): 12 -> 13 additional locations. IAPD ↗institutional
45
CHURCHILL INVESTMENT MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
45
45
INFRARED CAPITAL PARTNERS (US) LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
45
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC — added office(s): 5 -> 9 additional locations. IAPD ↗institutional
45
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗institutional
45
45
45
45
45
45
45
45
45
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — added office(s): 6 -> 8 additional locations. IAPD ↗institutional
45
45
VANGUARD CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
45
VANGUARD PORTFOLIO MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
44
44
44
44
43
43
43
43
43
43
43
43
TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC — shrank from 29 to 24 advisory reps. IAPD ↗institutional
43
43
43
43
43
43
43
43
TAIBER, KOSMALA & ASSOCIATES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
43
43
CHICAGO ATLANTIC BDC ADVISERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
43
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
43
APOLLO S3 RIC MANAGEMENT, L.P. — added office(s): 26 -> 28 additional locations. IAPD ↗institutional
43
SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗institutional
43
43
43
42
41
41
41
41
40
40
40
HOISINGTON INVESTMENT MANAGEMENT CO — reported RAUM down 40% ($2.97B -> $1.79B). IAPD ↗institutional
40
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC — reported RAUM down 48% ($2.03B -> $1.05B). IAPD ↗institutional
40
40
TOKIO MARINE ASSET MANAGEMENT (USA), LTD. — reported RAUM down 31% ($1.74B -> $1.21B). IAPD ↗institutional
40
40
40
40
40
NEXPOINT REAL ESTATE ADVISORS VII, L.P. — reported RAUM down 66% ($5.72B -> $1.93B). IAPD ↗institutional
40
40
40
40
GE VERNOVA INVESTMENT ADVISERS, LLC — reported RAUM down 35% ($1.90B -> $1.24B). IAPD ↗institutional
40
40
40
40
40
40
40
40
40
40
40
40
SITUSAMC REAL ESTATE VALUATION SERVICES, LLC — shrank from 48 to 2 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
40
40
40
40
40
40
40
40
40
40
MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC — shrank from 156 to 119 advisory reps. IAPD ↗fund
40
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. — shrank from 139 to 134 advisory reps. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
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
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. — shrank from 161 to 155 advisory reps. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
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40
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40
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40
40
40
40
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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
NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. — grew from 4 to 6 advisory reps. IAPD ↗foreign
40
40
40
40
40
40
40
40
40
40
BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
BLACKSTONE ASSET BASED FINANCE ADVISORS LP — added office(s): 3 -> 6 additional locations. IAPD ↗fund
40
40
40
MORGAN STANLEY REAL ESTATE ADVISOR, INC. — added office(s): 4 -> 16 additional locations. IAPD ↗institutional
40
FEDERATED ADVISORY SERVICES COMPANY — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
40
40
40
40
40
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. — added office(s): 13 -> 14 additional locations. IAPD ↗fund
40
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP — added office(s): 12 -> 13 additional locations. IAPD ↗fund
40
40
40
40
BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
40
40
40
40
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC — added office(s): 11 -> 12 additional locations. IAPD ↗fund
40
BROOKFIELD ASSET MANAGEMENT PIC US, LLC — added office(s): 44 -> 46 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
SWBC INVESTMENT ADVISORY SERVICES LLC — added office(s): 0 -> 3 additional locations. IAPD ↗institutional
40
40
40
40
40
40
40
40
40
40
40
40
MADISON INTERNATIONAL REALTY HOLDINGS, LLC — added office(s): 6 -> 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
ROOSEVELT MANAGEMENT COMPANY LLC — added office(s): 7 -> 8 additional locations. IAPD ↗institutional
40
40
40
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. — 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
40
40
40
40
40
40
40
40
40
40
40
40
40
40
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
40
40
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC — added office(s): 6 -> 8 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
BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC — added office(s): 30 -> 36 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC — added office(s): 6 -> 8 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
40
40
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC — added office(s): 12 -> 13 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
39
38
38
38
38
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC — reported RAUM down 48% ($915.7M -> $479.1M). IAPD ↗institutional
38
ELLINGTON CREDIT COMPANY MANAGEMENT LLC — reported RAUM down 50% ($822.3M -> $415.0M). IAPD ↗institutional
38
38
38
38
38
TEUCRIUM INVESTMENT ADVISORS, LLC — reported RAUM down 44% ($494.9M -> $277.4M). IAPD ↗institutional
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
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 31 to 26 advisory reps. IAPD ↗fund
38
38
38
38
38
38
38
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38
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38
38
38
38
38
38
38
38
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC — added office(s): 3 -> 12 additional locations. IAPD ↗fund
38
38
38
38
38
38
38
38
38
REALIZATION CAPITAL PARTNERS MANAGEMENT LLC — added office(s): 5 -> 7 additional locations. IAPD ↗fund
38
38
38
38
38
38
38
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC — added office(s): 26 -> 28 additional locations. IAPD ↗fund
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
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35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC — reported RAUM down 44% ($40.3M -> $22.4M). IAPD ↗institutional
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
MOUNT STREET PORTFOLIO ADVISERS LLC — reported RAUM down 90% ($189.7M -> $18.6M). IAPD ↗institutional
35
35
PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC — reported RAUM down 26% ($34.69B -> $25.71B). IAPD ↗fund
35
35
35
35
35
35
35
35
35
ATLANTIC UNION MUNICIPAL ADVISORS, INC — reported RAUM down 28% ($185.4M -> $134.3M). IAPD ↗institutional
35
35
CAPRA IBEX CREDIT OPPORTUNITIES, LLC — reported RAUM down 77% ($196.1M -> $45.1M). IAPD ↗institutional
35
35
W1M INVESTMENT MANAGEMENT LIMITED — (LONDON, United Kingdom) left the SEC roster (was $17.14B RAUM, 50 reps). IAPD ↗foreign
35
35
35
35
35
35
35
35
35
35
35
35
35
35
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35
33
33
33
33
33
33
33
33
33
33
33
33
33
33
33
33
33
33
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC — reported RAUM down 55% ($1.50B -> $679.5M). IAPD ↗fund
33
33
33
33
33
33
33
33
33
33
33
33
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33
33
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33
33
33
33
33
33
33
30
30
30
30
30
30
30
30
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. — reported RAUM down 63% ($64.1M -> $23.5M). IAPD ↗fund
30
30
30
30
30
30
30
30
30
30
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP — reported RAUM down 32% ($351.3M -> $238.4M). IAPD ↗fund
30
30
30
30
30
BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P. — reported RAUM down 72% ($423.4M -> $118.7M). IAPD ↗fund
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC — reported RAUM down 61% ($151.1M -> $58.6M). IAPD ↗fund
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
30
QIEF MANAGEMENT, LLC — (QUATRE BORNES, Mauritius) left the SEC roster (was $26.9M RAUM, 2 reps). IAPD ↗foreign
30
PORTLAND HILL ASSET MANAGEMENT LIMITED — (LONDON, United Kingdom) left the SEC roster (was $158.5M RAUM, 3 reps). IAPD ↗foreign
30
30
PRIVATE EQUITY (THAILAND) CO., LTD. — (BANGKOK, Thailand) left the SEC roster (was $171.7M RAUM, 10 reps). IAPD ↗foreign
30
PLACID SOUND CAPITAL MANAGEMENT, LLC — (GUATEMALA CITY, Guatemala) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗foreign
30
MODEL SIX OPERATIONS INC. — (VANCOUVER, BC, Canada) left the SEC roster (was $34.7M RAUM, 4 reps). IAPD ↗foreign
30
ARCHER PORTFOLIO MANAGEMENT INC. — (MONTREAL, QUEBEC, Canada) left the SEC roster (was $218.0M RAUM, 2 reps). IAPD ↗foreign
30
25
25
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD — shrank from 430 to 237 advisory reps. IAPD ↗foreign
25
25
25
25
25
FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED — shrank from 63 to 50 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
25
25
25
25
FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED — shrank from 10 to 8 advisory reps. IAPD ↗foreign
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 — added office(s): 6 -> 7 additional locations. IAPD ↗foreign
25
25
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. — added office(s): 27 -> 31 additional locations. IAPD ↗foreign
25
25
25
25
25
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
25
25
25
BROOKFIELD RENEWABLE ENERGY GROUP LLC — added office(s): 33 -> 35 additional locations. IAPD ↗foreign
25
TANGENCY CAPITAL INVESTMENT ADVISORY LTD. — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
25
23
SUMITOMO MITSUI DS ASSET MANAGEMENT (HONG KONG) LIMITED — shrank from 13 to 10 advisory reps. IAPD ↗foreign
23
23
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED — shrank from 27 to 13 advisory reps. IAPD ↗foreign
23
23
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD — shrank from 8 to 5 advisory reps. IAPD ↗foreign
23
23
20
20
20
20
20
20
20
20
20
20
20
20
FIRST SENTIER INVESTORS (UK) FUNDS LIMITED — reported RAUM down 28% ($16.42B -> $11.87B). IAPD ↗foreign
20
20
20
20
FIRST SENTIER INVESTORS (UK) IM LIMITED — reported RAUM down 26% ($17.97B -> $13.27B). IAPD ↗foreign
20
20
20
20
20
20
20
20
20
20
20
20
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS — added office(s): 1 -> 3 additional locations. IAPD ↗foreign
20
20
20
20
18
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED — reported RAUM down 98% ($23.39B -> $377.8M). IAPD ↗foreign
18
18
18
15
VULPES INVESTMENT MANAGEMENT PRIVATE LIMITED — reported RAUM down 39% ($157.5M -> $96.5M). IAPD ↗foreign
15
15
15
15
15
15
15
15
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.