ScoreFirmStateAUMAdvisorsCustodian
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist
B57KEIDAN FINANCIAL CONSULTANTS LLC
CRD 108093
OH$574.9M2Pershing
B53MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD 147529
VA$522.1M5Pershing
B51FINANCIAL MANAGEMENT STRATEGIES, INC.
CRD 120818
OH$714.2M19Pershing
B51TAYLOR FINANCIAL GROUP, INC.
CRD 116744
VA$410.0M4Pershing
C49HENDLEY & CO INC
CRD 110465
OH$445.0M2Pershing
C49INTEGRATED FINANCIAL SOLUTIONS, INC.
CRD 112038
VA$303.3M8Pershing
C48CLUTTERBUCK CAPITAL MANAGEMENT LLC
CRD 140082
OH$233.4MPershing
C47FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
CRD 316955
OH$233.7M3Pershing
C47NORTON CAPITAL MANAGEMENT, INC.
CRD 110398
VA$136.6M1Pershing
C43AEGIS FINANCIAL CORPORATION
CRD 111587
VA$1.37B2Pershing
C43CASSADAY & CO WEALTH MANAGEMENT LLC
CRD 317672
VA$7.14B43Pershing
C41JAMES REED FINANCIAL SERVICES, INC.
CRD 112179
OH$388.6M4Pershing
C41EVR RESEARCH LP
CRD 283385
VA$365.0MPershing
C39AFFINITY WEALTH LLC
CRD 285169
OH$217.5M2Altruist
C39STURMAN WEALTH ADVISORS, LLC
CRD 331560
VA$116.4M2Altruist
C38VANTAGE FINANCIAL GROUP, INC.
CRD 105950
OH$866.9M21Pershing
C35HARBOUR CAPITAL ADVISORS, LLC
CRD 157266
VA$701.1M4Pershing
C32CREATIVE INVESTMENT GROUP LLC
CRD 334028
TN$209.0M6Pershing
C30WESBANCO SECURITIES, INC.
CRD 43276
OH$285.9M50Pershing
C29CJM WEALTH ADVISERS, LTD.
CRD 107750
VA$1.47B12Pershing
C29DAVENPORT & COMPANY LLC
CRD 1588
VA$24.70B50Pershing
C27VALMARK ADVISERS INC
CRD 108050
OH$10.17B50Pershing
C25GATEWAY WEALTH, INC.
CRD 106022
OH1Pershing
C24EVOLUTION ADVISERS, INC.
CRD 149615
VA$337.2M5Altruist
C24MASON INVESTMENT ADVISORY SERVICES INC
CRD 111113
VA$15.67B32Pershing
C22YOUR FINANCIAL PHARMACIST PLANNING, LLC
CRD 282918
OH$53.2M4Altruist
C22RANGE ADVISORY, LLC
CRD 321969
VA$653.9M33Altruist
C20KEY INVESTMENT SERVICES LLC
CRD 136300
OH$8.88B50Pershing
C19NCA FINANCIAL PLANNERS
CRD 120086
OHPershing
C17GATEWAY FINANCIAL
CRD 306078
OH1Altruist
C16FLETCHER WEALTH MANAGEMENT, INC.
CRD 322877
TN1Altruist
C15NAVY FEDERAL INVESTMENT SERVICES, LLC
CRD 138459
VA$2.10B50Pershing