ScoreFirmStateAUMAdvisorsCustodian
B56ASSET MANAGEMENT GROUP INVESTMENT CORP.
CRD 168369
CO$151.2MRaymond James
B50TRG INVESTMENT ADVISORS, LLC
CRD 315629
CO$167.1M6Raymond James
C46BROADVIEW WEALTH PARTNERS, LLC
CRD 335028
CO$304.7M4Raymond James
C33INTENTIONAL WEALTH STRATEGIES
CRD 327743
CO$171.3M3Raymond James