What stands out against comparable advisers

Each row is a reported value or a change between two filings that a person should look at, with the peer group it was compared against (segment by RAUM band, at least thirty advisers), the peer median, the percentile, and the filing it was read from. Static outliers sit at or beyond the 2nd or 98th percentile and three robust deviations from the peer median; changes clear a base-size threshold and sit in the top or bottom decile of changes among peers, so a market year does not flag every adviser. Data quality rows (values that are likely filing errors) are kept apart and hidden unless asked for. None of this is a conclusion about a firm; it is where to look.

CORDGRASS CAPITAL ADVISORS, LLCindependent RIARAUM $730Mclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 1,390.0 to 425.0 (-69.0%) between the annual amendments of 2025-03-27 and 2026-04-17; the peer median change was +5.0% (1214 comparable advisers, 0.0th percentile of changes)
filing Apr 17, 2026peers: independent wealth managers, $500M to $1B (1,214)0.4% percentile10.0 robust deviationsconfidence 0.85
BIP WEALTH, LLCindependent RIARAUM $5.3Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 1,665.0 to 3,108.0 (+87.0%) between the annual amendments of 2025-03-27 and 2026-04-17; the peer median change was +6.0% (224 comparable advisers, 96.0th percentile of changes)
filing Apr 17, 2026peers: independent wealth managers, $5B to $20B (224)96% percentile7.0 robust deviationsconfidence 0.85
IBN FINANCIAL SERVICES, INCindependent RIARAUM $87.7MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $180,458,175 to $87,653,250 (-51.0%) between the annual amendments of 2025-03-21 and 2026-04-17; the peer median change was +8.0% (217 comparable advisers, 7.0th percentile of changes)
filing Apr 17, 2026peers: independent wealth managers, under $100M (217)6.9% percentile3.7 robust deviationsconfidence 0.85
A•••• • C••mixed wealthRAUM $353Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 15.0% to 64.0% between the annual amendments of 2025-03-24 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
M••••••••• W••••• A•••••••mixed wealthRAUM $146Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5682 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)0.0% percentile33.7 robust deviationsconfidence 0.8
E••••••••• A•••••••• L••independent RIARAUM $292Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 102.0 to 208.0 (+104.0%) between the annual amendments of 2025-02-07 and 2026-04-16; the peer median change was +3.0% (3308 comparable advisers, 99.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (3,308)99% percentile11.9 robust deviationsconfidence 0.85
S••••• I••••••••• M••••••••• L••independent RIARAUM $42.9Memployee count surgeChange between filings
employees (Item 5.A) moved from 12.0 to 31.0 (+158.0%) between the annual amendments of 2025-03-31 and 2026-04-16; the peer median change was 0.0% (56 comparable advisers, 100.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, under $100M (56)100% percentile10.1 robust deviationsconfidence 0.85
S••••••••• A•••••••• I•••mixed wealthRAUM $399MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $155,297,658 to $398,800,521 (+157.0%) between the annual amendments of 2025-04-15 and 2026-04-16; the peer median change was +15.0% (4546 comparable advisers, 100.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (4,546)100% percentile13.8 robust deviationsconfidence 0.85
M••••••• I••••••••• M••••••••• ••••• A••••••• L••••••institutionalRAUM $378Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 20.0% to 100.0% between the annual amendments of 2025-03-28 and 2026-04-16
filing Apr 16, 2026peers: institutional managers, $100M to $500M (108)confidence 0.85
O••••• P•••••• W••••• L••independent RIARAUM $448MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $162,119,890 to $448,377,625 (+177.0%) between the annual amendments of 2025-03-20 and 2026-04-16; the peer median change was +15.0% (4546 comparable advisers, 100.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (4,546)100% percentile15.8 robust deviationsconfidence 0.85
A•••• • C••mixed wealthRAUM $353Mclient mix shiftChange between filings
private-client share of RAUM moved from 85.0% to 36.0% between the annual amendments of 2025-03-24 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
N•••• C••••• P•••••••• L••asset managerRAUM $1.3Blow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 16, 2026peers: asset managers, $1B to $5B (1,506)0.0% percentile33.7 robust deviationsconfidence 0.8
L•• • A••••••••• I••independent RIARAUM $327Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5682 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)0.0% percentile33.7 robust deviationsconfidence 0.8
T••• C•••••• M••••••••• L••asset managerRAUM $571MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $254,944,268 to $570,906,119 (+124.0%) between the annual amendments of 2025-04-04 and 2026-04-16; the peer median change was +8.0% (672 comparable advisers, 96.0th percentile of changes)
filing Apr 16, 2026peers: asset managers, $500M to $1B (672)96% percentile4.9 robust deviationsconfidence 0.85
B•••••• B•••••••• I•••independent RIARAUM $440MHNW share shiftChange between filings
HNW share of RAUM moved from 12.0% to 85.0% between the annual amendments of 2025-02-18 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
A•••• • C••mixed wealthRAUM $353MHNW share shiftChange between filings
HNW share of RAUM moved from 85.0% to 26.0% between the annual amendments of 2025-03-24 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
P•••••••• L••independent RIARAUM $11Boffice count surgeChange between filings
offices other than the principal office (Item 1.F.5) moved from 4.0 to 8.0 (+100.0%) between the annual amendments of 2025-04-09 and 2026-04-16; the peer median change was 0.0% (142 comparable advisers, 97.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $5B to $20B (142)97% percentile6.4 robust deviationsconfidence 0.85
E••••••••• A•••••••• L••independent RIARAUM $292MHNW share shiftChange between filings
HNW share of RAUM moved from 86.0% to 15.0% between the annual amendments of 2025-02-07 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
S••••••• A•••• M••••••••• L••independent RIARAUM $975Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 4.0% to 96.0% between the annual amendments of 2025-03-27 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
I•••••• F•••••••• G••••independent RIARAUM $371Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5682 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)0.0% percentile33.7 robust deviationsconfidence 0.8
S••••••••• L••independent RIARAUM $223Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 422.0 to 1,091.0 (+159.0%) between the annual amendments of 2025-03-26 and 2026-04-16; the peer median change was +5.0% (3683 comparable advisers, 99.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (3,683)99% percentile17.4 robust deviationsconfidence 0.85
R•• P••••••• ••• L••asset managerRAUM $105Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (1568 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 16, 2026peers: asset managers, $100M to $500M (1,568)0.0% percentile33.7 robust deviationsconfidence 0.8
F••••••••• F••••••••• L••independent RIARAUM $196Madvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 6.0 to 4.0 (-33.0%) between the annual amendments of 2025-03-20 and 2026-04-16; the peer median change was 0.0% (965 comparable advisers, 4.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (965)4.1% percentile2.0 robust deviationsconfidence 0.85
S•••• W•••••• L••independent RIARAUM $686MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $439,967,840 to $632,340,216 (+44.0%) between the annual amendments of 2025-04-02 and 2026-04-16; the peer median change was +16.0% (1382 comparable advisers, 92.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $500M to $1B (1,382)92% percentile2.9 robust deviationsconfidence 0.85
S•••• W•••••• L••independent RIARAUM $686MHNW share shiftChange between filings
HNW share of RAUM moved from 73.0% to 56.0% between the annual amendments of 2025-04-02 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
S••••••••• A•••••••• I•••mixed wealthRAUM $399MHNW share shiftChange between filings
HNW share of RAUM moved from 31.0% to 14.0% between the annual amendments of 2025-04-15 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
T•• F•••••••• A•••••••independent RIARAUM $2.5Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 77.0% to 98.0% between the annual amendments of 2025-04-07 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
E•••••••••independent RIARAUM $326MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $222,597,035 to $326,314,431 (+47.0%) between the annual amendments of 2025-04-10 and 2026-04-16; the peer median change was +15.0% (4546 comparable advisers, 95.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (4,546)95% percentile3.1 robust deviationsconfidence 0.85
S••••••••• L••independent RIARAUM $223MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $150,495,638 to $222,806,601 (+48.0%) between the annual amendments of 2025-03-26 and 2026-04-16; the peer median change was +15.0% (4546 comparable advisers, 95.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (4,546)95% percentile3.2 robust deviationsconfidence 0.85
O••••• P•••••• W••••• L••independent RIARAUM $448Mclient mix shiftChange between filings
private-client share of RAUM moved from 100.0% to 77.0% between the annual amendments of 2025-03-20 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
O•• D••••• A•••••••• I•••independent RIARAUM $489MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $341,552,988 to $489,021,251 (+43.0%) between the annual amendments of 2025-03-11 and 2026-04-16; the peer median change was +15.0% (4546 comparable advisers, 94.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (4,546)94% percentile2.7 robust deviationsconfidence 0.85
T•• F•••••••• A•••••••independent RIARAUM $2.5Bclient mix shiftChange between filings
private-client share of RAUM moved from 71.0% to 93.0% between the annual amendments of 2025-04-07 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
O••••• P•••••• W••••• L••independent RIARAUM $448Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 23.0% between the annual amendments of 2025-03-20 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
M••••••• I••••••••• M••••••••• ••••• A••••••• L••••••institutionalRAUM $378Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 80.0% to 100.0% between the annual amendments of 2025-03-28 and 2026-04-16
filing Apr 16, 2026peers: institutional managers, $100M to $500M (108)confidence 0.85
S••••••••• A•••••••• I•••mixed wealthRAUM $399Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 49.0% to 27.0% between the annual amendments of 2025-04-15 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
L•• • A••••••••• I••independent RIARAUM $327MHNW share shiftChange between filings
HNW share of RAUM moved from 83.0% to 61.0% between the annual amendments of 2025-03-20 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
O••••• P•••••• W••••• L••independent RIARAUM $448MHNW share shiftChange between filings
HNW share of RAUM moved from 99.0% to 76.0% between the annual amendments of 2025-03-20 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
T•• F•••••••• A•••••••independent RIARAUM $2.5Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 29.0% to 7.0% between the annual amendments of 2025-04-07 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
N•••• C••••• P•••••••• L••asset managerRAUM $1.3BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $1,801,195,955 to $1,321,079,357 (-27.0%) between the annual amendments of 2025-04-22 and 2026-04-16; the peer median change was +11.0% (1364 comparable advisers, 4.0th percentile of changes)
filing Apr 16, 2026peers: asset managers, $1B to $5B (1,364)4.0% percentile1.6 robust deviationsconfidence 0.85
A•••• M••••••••• L••asset managerRAUM $449MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $852,236,541 to $449,012,484 (-47.0%) between the annual amendments of 2025-03-25 and 2026-04-16; the peer median change was +4.0% (1141 comparable advisers, 4.0th percentile of changes)
filing Apr 16, 2026peers: asset managers, $100M to $500M (1,141)3.9% percentile2.1 robust deviationsconfidence 0.85
S••••• I••••••••• M••••••••• L••independent RIARAUM $42.9Madvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 12.0 to 5.0 (-58.0%) between the annual amendments of 2025-03-31 and 2026-04-16; the peer median change was 0.0% (56 comparable advisers, 5.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, under $100M (56)5.5% percentile2.8 robust deviationsconfidence 0.85
C• P•••••• W•••••independent RIARAUM $1.8Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 7,639.0 to 11,760.0 (+54.0%) between the annual amendments of 2025-03-12 and 2026-04-16; the peer median change was +6.0% (1206 comparable advisers, 93.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $1B to $5B (1,206)93% percentile5.6 robust deviationsconfidence 0.85
D•••••independent RIARAUM $5.6Bnew owner headcount expandsCombination
D••••• & ASSOCIATES HOLDINGS, joined Schedule A on the filing of 2026-07-15; advisors 24.0 to 30.0 between the annual amendments of 2025-04-23 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.75
E•••••••••independent RIARAUM $326Madvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 8.0 to 13.0 (+63.0%) between the annual amendments of 2025-04-10 and 2026-04-16; the peer median change was 0.0% (965 comparable advisers, 99.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (965)99% percentile3.8 robust deviationsconfidence 0.85
W•••••• S••••••••• I•••BD affiliatedRAUM $5.7Bnew owner headcount expandsCombination
W•••••• FINANCIAL SERVICES, joined Schedule A on the filing of 2026-04-16; advisors 214.0 to 315.0 between the annual amendments of 2025-03-27 and 2026-04-16
filing Apr 16, 2026peers: affiliated wealth managers, $5B to $20B (53)confidence 0.75
P•••••••• L••independent RIARAUM $11Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 1,472.0 to 2,245.0 (+53.0%) between the annual amendments of 2025-04-09 and 2026-04-16; the peer median change was +6.0% (224 comparable advisers, 92.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $5B to $20B (224)92% percentile4.0 robust deviationsconfidence 0.85
C• P•••••• W•••••independent RIARAUM $1.8Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 1,061.0 to 2,056.0 (+94.0%) between the annual amendments of 2025-03-12 and 2026-04-16; the peer median change was +5.0% (1132 comparable advisers, 98.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $1B to $5B (1,132)98% percentile12.4 robust deviationsconfidence 0.85
S••••••••• A•••••••• I•••mixed wealthRAUM $399Mclient mix shiftChange between filings
private-client share of RAUM moved from 59.0% to 31.0% between the annual amendments of 2025-04-15 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
P•••••• C••••• A•••• M••••••••• I•••independent RIARAUM $181Mc•••••s down average size upCombination
private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $162,089,312 to $181,222,268, advisors 2 to 2, private clients 333 to 244, offices 0 to 0 (2025-01-03 to 2026-04-16)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.75
T•• F•••••••• A•••••••independent RIARAUM $2.5Binstitutional to wealth shiftCombination
institutional share fell 15 points or more while private-client share rose 15 points or more. RAUM $1,921,956,974 to $2,526,238,956, advisors 38 to 45, private clients 6011 to 8744, offices 20 to 24 (2025-04-07 to 2026-04-16)
filing Apr 16, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.75
C• P•••••• W•••••independent RIARAUM $1.8BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $1,181,835,232 to $1,816,297,187 (+54.0%) between the annual amendments of 2025-03-12 and 2026-04-16; the peer median change was +17.0% (1298 comparable advisers, 93.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $1B to $5B (1,298)93% percentile3.8 robust deviationsconfidence 0.85
A•••• • C••mixed wealthRAUM $353Mwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $376,826,611 to $353,171,275, advisors 1 to 1, private clients 57 to 97, offices 0 to 0 (2025-03-24 to 2026-04-16)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.75
L••••• E••• A•••••••independent RIARAUM $1.2Bemployee count surgeChange between filings
employees (Item 5.A) moved from 12.0 to 18.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-04-16; the peer median change was +4.0% (1050 comparable advisers, 96.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $1B to $5B (1,050)96% percentile4.7 robust deviationsconfidence 0.85
M•••••• P•••••••independent RIARAUM $1.3Boffice count surgeChange between filings
offices other than the principal office (Item 1.F.5) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-04-16; the peer median change was 0.0% (379 comparable advisers, 93.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $1B to $5B (379)93% percentile4.7 robust deviationsconfidence 0.85
B••••••• I••••••••• M••••••••• L••asset managerRAUM $1.1Bemployee count dropChange between filings
employees (Item 5.A) moved from 110.0 to 25.0 (-77.0%) between the annual amendments of 2025-03-28 and 2026-04-16; the peer median change was 0.0% (1105 comparable advisers, 0.0th percentile of changes)
filing Apr 16, 2026peers: asset managers, $1B to $5B (1,105)0.4% percentile6.8 robust deviationsconfidence 0.85
G••••••••• W•••••• I•••independent RIARAUM $395Memployee count dropChange between filings
employees (Item 5.A) moved from 112.0 to 9.0 (-92.0%) between the annual amendments of 2025-04-14 and 2026-04-16; the peer median change was 0.0% (505 comparable advisers, 0.0th percentile of changes)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (505)0.2% percentile6.8 robust deviationsconfidence 0.85
M••••••• I••••••••• M••••••••• ••••• A••••••• L••••••institutionalRAUM $378MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $23,393,111,500 to $377,824,711 (-98.0%) between the annual amendments of 2025-03-28 and 2026-04-16; the peer median change was +9.0% (93 comparable advisers, 0.0th percentile of changes)
filing Apr 16, 2026peers: institutional managers, $100M to $500M (93)0.0% percentile8.0 robust deviationsconfidence 0.85
W•••••• S••••••••• I•••BD affiliatedRAUM $5.7Badvisors up RAUM flatCombination
the advisor count grew 25 percent or more while RAUM stayed within 5 percent: hiring or an acquisition ahead of assets, or assets that did not follow. RAUM $5,740,403,431 to $5,684,848,455, advisors 214 to 315, private clients 9952 to 9927, offices 58 to 58 (2025-03-27 to 2026-04-16)
filing Apr 16, 2026peers: affiliated wealth managers, $5B to $20B (53)confidence 0.75
S••••••••• A•••••••• I•••mixed wealthRAUM $399Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 41.0% to 69.0% between the annual amendments of 2025-04-15 and 2026-04-16
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.85
S••••••••• A•••••••• I•••mixed wealthRAUM $399Mwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $155,297,658 to $398,800,521, advisors 18 to 21, private clients 326 to 411, offices 10 to 12 (2025-04-15 to 2026-04-16)
filing Apr 16, 2026peers: independent wealth managers, $100M to $500M (5,682)confidence 0.75

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8,360 anomalies match.

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