ScoreFirmStateAUMAdvisorsCustodian
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial
C44CROMWELL INVESTMENT ADVISORS, LLC
CRD 314411
MD$368.9MBNY Mellon
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial
C36RED OAK FINANCIAL GROUP, LLC
CRD 166912
MD$1.04B7LPL Financial
C36ADE, LLC
CRD 168345
MD$447.5M6LPL Financial
C35BIREME CAPITAL, LLC
CRD 283224
MD$196.9M3Interactive Brokers
C34WILLIAMS & ASSOCIATES, INC.
CRD 338196
MD$06LPL Financial
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial
C31REALTERM TRANSPORTATION LLC
CRD 322689
MD$10.87BBNY Mellon
C27T. ROWE PRICE (CANADA) INC.
CRD 107290
MD$6.55B4BNY Mellon
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial
C21CORE COMPLIANCE GROUP, LLC
CRD 306661
SC$338.4M10LPL Financial
C14KLUZ VENTURES
CRD 292197
MDInteractive Brokers