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8,320 anomalies

ROSSBY FINANCIAL, LLCindependent RIARAUM $855Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 804.0 to 2,544.0 (+216.0%) between the annual amendments of 2025-04-04 and 2026-04-06; the peer median change was +6.0% (1254 comparable advisers, 99.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $500M to $1B (1,254)99% percentile26.0 robust deviationsconfidence 0.85
ASSOCIATED INVESTMENT SERVICES, INC.independent RIARAUM $1.2Blow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 99% (1363 comparable advisers, 0.0th percentile, 33.2 robust deviations)
filing Apr 6, 2026peers: independent wealth managers, $1B to $5B (1,363)0.0% percentile33.2 robust deviationsconfidence 0.8
HARDY REED, LLCindependent RIARAUM $2.9Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 365.0 to 997.0 (+173.0%) between the annual amendments of 2025-03-11 and 2026-04-06; the peer median change was +6.0% (1206 comparable advisers, 98.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $1B to $5B (1,206)98% percentile19.8 robust deviationsconfidence 0.85
H••••••• A••••••• G••••• L••independent RIARAUM $193MHNW share shiftChange between filings
HNW share of RAUM moved from 17.0% to 66.0% between the annual amendments of 2025-01-30 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
R••••• F••••••••• L••independent RIARAUM $855Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 804.0 to 2,542.0 (+216.0%) between the annual amendments of 2025-04-04 and 2026-04-06; the peer median change was +5.0% (1214 comparable advisers, 100.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $500M to $1B (1,214)100% percentile28.6 robust deviationsconfidence 0.85
W••••• F•••••••• L••independent RIARAUM $223MHNW share shiftChange between filings
HNW share of RAUM moved from 31.0% to 68.0% between the annual amendments of 2025-03-25 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
O••••• C•••••• M•••••••••asset managerRAUM $239MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $90,900,000 to $236,338,906 (+160.0%) between the annual amendments of 2025-03-28 and 2026-04-06; the peer median change was +4.0% (1140 comparable advisers, 98.0th percentile of changes)
filing Apr 6, 2026peers: asset managers, $100M to $500M (1,140)98% percentile6.5 robust deviationsconfidence 0.85
T•• L•••• P••••••• L•asset managerRAUM $1.1Bhigh institutional concentrationStatic outlier
institutional share of RAUM of 36% against a peer median of 0% (1506 comparable advisers, 100.0th percentile, 12.0 robust deviations)
filing Apr 6, 2026peers: asset managers, $1B to $5B (1,506)100% percentile12.0 robust deviationsconfidence 0.8
S••••••• P••••••• W••••• M••••••••• • F••••• O•••••independent RIARAUM $350Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 31.0% to 100.0% between the annual amendments of 2025-04-10 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
F•••independent RIARAUM $216Maccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 862.0 to 1,784.0 (+107.0%) between the annual amendments of 2025-03-20 and 2026-04-06; the peer median change was +5.0% (3683 comparable advisers, 98.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (3,683)98% percentile11.6 robust deviationsconfidence 0.85
F•••• G••••• A••••••• L••asset managerRAUM $2.5Bmany private funds relative to firm sizeStatic outlier
private funds per $1B of RAUM of 49.6 against a peer median of 4.3 (939 comparable advisers, 100.0th percentile, 14.6 robust deviations)
filing Apr 6, 2026peers: asset managers, $1B to $5B (939)100% percentile14.6 robust deviationsconfidence 0.8
A• A•••• L••asset managerRAUM $200Mlow 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 6, 2026peers: asset managers, $100M to $500M (1,568)0.0% percentile33.7 robust deviationsconfidence 0.8
D• A•••• M•••••••••asset managerRAUM $1.8Bdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 36.0% to 73.0% between the annual amendments of 2025-03-24 and 2026-04-06
filing Apr 6, 2026peers: asset managers, $1B to $5B (1,506)confidence 0.85
D• A•••• M•••••••••asset managerRAUM $1.8Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 4.0 (+100.0%) between the annual amendments of 2025-03-24 and 2026-04-06; the peer median change was 0.0% (1019 comparable advisers, 98.0th percentile of changes)
filing Apr 6, 2026peers: asset managers, $1B to $5B (1,019)98% percentile15.5 robust deviationsconfidence 0.85
P•••••••• S••••••••• I•• N•independent RIARAUM $1.0Bunusually high clients per advisorStatic outlier
private clients per advisor of 1,085.3 against a peer median of 64.7 (1153 comparable advisers, 100.0th percentile, 24.9 robust deviations)
filing Apr 6, 2026peers: independent wealth managers, $1B to $5B (1,153)100% percentile24.9 robust deviationsconfidence 0.8
T•• L•••• P••••••• L•asset managerRAUM $1.1Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 0.0% to 36.0% between the annual amendments of 2025-04-04 and 2026-04-06
filing Apr 6, 2026peers: asset managers, $1B to $5B (1,506)confidence 0.85
T•• P•••• I•••mixed wealthRAUM $416Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 88.0% to 52.0% between the annual amendments of 2025-03-28 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
R••••• F••••••••• L••independent RIARAUM $855MHNW share shiftChange between filings
HNW share of RAUM moved from 65.0% to 19.0% between the annual amendments of 2025-04-04 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
B•••••• F••••• • S•••••• I••independent RIARAUM $9.1Badvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 12.0 to 24.0 (+100.0%) between the annual amendments of 2025-02-27 and 2026-04-06; the peer median change was +6.0% (220 comparable advisers, 98.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $5B to $20B (220)98% percentile7.8 robust deviationsconfidence 0.85
Z•••••• F••••••••• L••independent RIARAUM $809MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $404,472,409 to $809,369,167 (+100.0%) between the annual amendments of 2025-03-05 and 2026-04-06; the peer median change was +16.0% (1382 comparable advisers, 98.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $500M to $1B (1,382)98% percentile9.0 robust deviationsconfidence 0.85
F•••• G••••• A••••••• L••asset managerRAUM $2.5BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $988,352,492 to $2,458,638,402 (+149.0%) between the annual amendments of 2025-04-01 and 2026-04-06; the peer median change was +11.0% (1364 comparable advisers, 97.0th percentile of changes)
filing Apr 6, 2026peers: asset managers, $1B to $5B (1,364)97% percentile5.9 robust deviationsconfidence 0.85
R••••••••• C••••••• L••independent RIARAUM $242MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $179,802,049 to $241,915,426 (+35.0%) between the annual amendments of 2025-03-17 and 2026-04-06; the peer median change was +15.0% (4546 comparable advisers, 90.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (4,546)90% percentile1.9 robust deviationsconfidence 0.85
P•••••• W••••• P•••••••independent RIARAUM $244MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $180,293,804 to $243,553,033 (+35.0%) between the annual amendments of 2025-04-02 and 2026-04-06; the peer median change was +15.0% (4546 comparable advisers, 90.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (4,546)90% percentile1.9 robust deviationsconfidence 0.85
T••••••• C•••••• M••••••••• I•••mixed wealthRAUM $1.1BHNW share shiftChange between filings
HNW share of RAUM moved from 38.0% to 21.0% between the annual amendments of 2025-04-28 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
T•• P•••• I•••mixed wealthRAUM $416Minstitutional asset share shiftChange between filings
institutional share of RAUM moved from 50.0% to 67.0% between the annual amendments of 2025-03-28 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
C••••••••• A•••• M••••••••• L••independent RIARAUM $469Mvery high RAUM per advisorStatic outlier
RAUM per registered advisor of $156,264,256 against a peer median of $55,746,441 (3262 comparable advisers, 100.0th percentile, 3.5 robust deviations)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (3,262)100% percentile3.5 robust deviationsconfidence 0.8
S•••••••• A••••••• S•••••••independent RIARAUM $201MHNW share shiftChange between filings
HNW share of RAUM moved from 34.0% to 55.0% between the annual amendments of 2025-03-20 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
H• M••••••••• P•••••••• L••mixed wealthRAUM $470Mclient mix shiftChange between filings
private-client share of RAUM moved from 12.0% to 35.0% between the annual amendments of 2025-02-27 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
C••••••••• A•••• M••••••••• L••independent RIARAUM $469Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 26.0% to 44.0% between the annual amendments of 2025-03-27 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
C••••••••• A•••• M••••••••• L••independent RIARAUM $469MRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $721,316,872 to $468,792,768 (-35.0%) between the annual amendments of 2025-03-27 and 2026-04-06; the peer median change was +15.0% (4546 comparable advisers, 1.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (4,546)1.1% percentile4.9 robust deviationsconfidence 0.85
I••••••••• A••••••• P•••••••• L••independent RIARAUM $352MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $260,400,000 to $352,100,000 (+35.0%) between the annual amendments of 2025-04-01 and 2026-04-06; the peer median change was +15.0% (4546 comparable advisers, 90.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (4,546)90% percentile2.0 robust deviationsconfidence 0.85
T•• P•••• I•••mixed wealthRAUM $416MHNW share shiftChange between filings
HNW share of RAUM moved from 50.0% to 32.0% between the annual amendments of 2025-03-28 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
N•• H••••• F•••••••• G••••• L••independent RIARAUM $821MHNW share shiftChange between filings
HNW share of RAUM moved from 53.0% to 69.0% between the annual amendments of 2025-02-28 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.85
N•• H••••• F•••••••• G••••• L••independent RIARAUM $821MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $576,915,016 to $820,929,255 (+42.0%) between the annual amendments of 2025-02-28 and 2026-04-06; the peer median change was +16.0% (1382 comparable advisers, 91.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $500M to $1B (1,382)91% percentile2.8 robust deviationsconfidence 0.85
W••••• F•••••••• L••independent RIARAUM $223MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $153,250,285 to $223,102,763 (+46.0%) between the annual amendments of 2025-03-25 and 2026-04-06; the peer median change was +15.0% (4546 comparable advisers, 95.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (4,546)95% percentile3.0 robust deviationsconfidence 0.85
N•••••• W••••• A•••••••• I•••independent RIARAUM $263MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $193,260,000 to $262,570,000 (+36.0%) between the annual amendments of 2025-03-28 and 2026-04-06; the peer median change was +15.0% (4546 comparable advisers, 91.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (4,546)91% percentile2.0 robust deviationsconfidence 0.85
T••••••• C•••••• M••••••••• I•••mixed wealthRAUM $1.1Bclient mix shiftChange between filings
private-client share of RAUM moved from 45.0% to 26.0% between the annual amendments of 2025-04-28 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
T•• P•••• I•••mixed wealthRAUM $416Mclient mix shiftChange between filings
private-client share of RAUM moved from 50.0% to 32.0% between the annual amendments of 2025-03-28 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
H• M••••••••• P•••••••• L••mixed wealthRAUM $470Memployee count dropChange between filings
employees (Item 5.A) moved from 13.0 to 9.0 (-31.0%) between the annual amendments of 2025-02-27 and 2026-04-06; the peer median change was 0.0% (505 comparable advisers, 5.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (505)5.2% percentile2.3 robust deviationsconfidence 0.85
G••••••• C••••••• L••otherRAUM $520Memployee count dropChange between filings
employees (Item 5.A) moved from 23.0 to 13.0 (-43.0%) between the annual amendments of 2025-03-28 and 2026-04-06; the peer median change was -6.0% (27 comparable advisers, 0.0th percentile of changes)
filing Apr 6, 2026peers: other advisers, $500M to $1B (27)0.0% percentile2.0 robust deviationsconfidence 0.85
A••••••••• I••••••••• S•••••••• I•••independent RIARAUM $1.2BHNW share shiftChange between filings
HNW share of RAUM moved from 19.0% to 39.0% between the annual amendments of 2025-03-04 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
H• M••••••••• P•••••••• L••mixed wealthRAUM $470MHNW share shiftChange between filings
HNW share of RAUM moved from 11.0% to 35.0% between the annual amendments of 2025-02-27 and 2026-04-06
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
Z••••• P•••••••• L•asset managerRAUM $5.2BRAUM down 25 %Change between filings
RAUM (Item 5.F) moved from $7,905,209,470 to $5,238,017,042 (-34.0%) between the annual amendments of 2025-03-14 and 2026-04-06; the peer median change was +13.0% (632 comparable advisers, 1.0th percentile of changes)
filing Apr 6, 2026peers: asset managers, $5B to $20B (632)1.4% percentile2.2 robust deviationsconfidence 0.85
T•• A•••• P•••••••• L••otherRAUM $135Madvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-03-07 and 2026-04-06; the peer median change was 0.0% (11 comparable advisers, 100.0th percentile of changes)
filing Apr 6, 2026peers: other advisers, $100M to $500M (11)100% percentile1.7 robust deviationsconfidence 0.85
B•••••• F••••• • S•••••• I••independent RIARAUM $9.1Bclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 4,368.0 to 1,840.0 (-58.0%) between the annual amendments of 2025-02-27 and 2026-04-06; the peer median change was +6.0% (224 comparable advisers, 0.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $5B to $20B (224)0.0% percentile5.5 robust deviationsconfidence 0.85
Z•••••• F••••••••• L••independent RIARAUM $809Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 938.0 to 1,481.0 (+58.0%) between the annual amendments of 2025-03-05 and 2026-04-06; the peer median change was +5.0% (1214 comparable advisers, 97.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $500M to $1B (1,214)97% percentile7.2 robust deviationsconfidence 0.85
H••••••• A••••••• G••••• L••independent RIARAUM $193Mclients 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 $154,153,354 to $193,080,000, advisors 1 to 1, private clients 406 to 296, offices 0 to 0 (2025-01-30 to 2026-04-06)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
F•••independent RIARAUM $216Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 838.0 to 1,264.0 (+51.0%) between the annual amendments of 2025-03-20 and 2026-04-06; the peer median change was +3.0% (3308 comparable advisers, 97.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (3,308)97% percentile5.6 robust deviationsconfidence 0.85
H• M••••••••• P•••••••• L••mixed wealthRAUM $470MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $1,547,896,594 to $469,888,792 (-70.0%) between the annual amendments of 2025-02-27 and 2026-04-06; the peer median change was +15.0% (4546 comparable advisers, 0.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (4,546)0.2% percentile8.3 robust deviationsconfidence 0.85
R••••• F••••••••• L••independent RIARAUM $855Moffice count surgeChange between filings
offices other than the principal office (Item 1.F.5) moved from 9.0 to 15.0 (+67.0%) between the annual amendments of 2025-04-04 and 2026-04-06; the peer median change was 0.0% (232 comparable advisers, 95.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $500M to $1B (232)95% percentile6.3 robust deviationsconfidence 0.85
P•••••• W••••• P•••••••independent RIARAUM $244Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 3.0 to 5.0 (+67.0%) between the annual amendments of 2025-04-02 and 2026-04-06; the peer median change was 0.0% (125 comparable advisers, 94.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (125)94% percentileconfidence 0.85
W••••independent RIARAUM $346MRAUM up clients flatCombination
RAUM grew 50 percent or more while private clients stayed within 5 percent: existing clients grew, a few large clients arrived, or a reporting change. RAUM $217,090,556 to $346,446,708, advisors 3 to 3, private clients 337 to 326, offices 1 to 1 (2025-03-25 to 2026-04-06)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
W••••• P•••••• A•••••••• L••no RAUMemployee count dropChange between filings
employees (Item 5.A) moved from 10.0 to 5.0 (-50.0%) between the annual amendments of 2025-04-24 and 2026-04-06; the peer median change was 0.0% (103 comparable advisers, 5.0th percentile of changes)
filing Apr 6, 2026peers: other advisers, under $100M (103)4.9% percentile3.7 robust deviationsconfidence 0.85
S••••• B••••• • H•••••otherRAUM $23Bemployee count surgeChange between filings
employees (Item 5.A) moved from 98.0 to 161.0 (+64.0%) between the annual amendments of 2025-03-31 and 2026-04-06; the peer median change was +3.0% (110 comparable advisers, 98.0th percentile of changes)
filing Apr 6, 2026peers: other advisers, $20B and over (110)98% percentile9.2 robust deviationsconfidence 0.85
F•••independent RIARAUM $216Memployee count surgeChange between filings
employees (Item 5.A) moved from 12.0 to 20.0 (+67.0%) between the annual amendments of 2025-03-20 and 2026-04-06; the peer median change was 0.0% (505 comparable advisers, 99.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (505)99% percentile4.9 robust deviationsconfidence 0.85
R••••••••• A•• W••••• A• A••••••• L••institutionalRAUM $7.4BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $4,493,036,646 to $7,374,170,393 (+64.0%) between the annual amendments of 2025-03-31 and 2026-04-06; the peer median change was +11.0% (66 comparable advisers, 97.0th percentile of changes)
filing Apr 6, 2026peers: institutional managers, $5B to $20B (66)97% percentile3.3 robust deviationsconfidence 0.85
G••••••• C••••••• L••otherRAUM $520MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $1,589,046,742 to $519,961,793 (-67.0%) between the annual amendments of 2025-03-28 and 2026-04-06; the peer median change was +12.0% (87 comparable advisers, 0.0th percentile of changes)
filing Apr 6, 2026peers: other advisers, $500M to $1B (87)0.0% percentile2.9 robust deviationsconfidence 0.85
B•••••• F••••• • S•••••• I••independent RIARAUM $9.1Bclients 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 $7,676,519,110 to $9,072,939,203, advisors 12 to 24, private clients 4368 to 1840, offices 6 to 8 (2025-02-27 to 2026-04-06)
filing Apr 6, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.75
T•• P•••• I•••mixed wealthRAUM $416Mwealth to institutional shiftCombination
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
S••••••• P••••••• W••••• M••••••••• • F••••• O•••••independent RIARAUM $350Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 329.0 to 509.0 (+55.0%) between the annual amendments of 2025-04-10 and 2026-04-06; the peer median change was +3.0% (3308 comparable advisers, 97.0th percentile of changes)
filing Apr 6, 2026peers: independent wealth managers, $100M to $500M (3,308)97% percentile6.1 robust deviationsconfidence 0.85

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