ScoreFirmStateAUMAdvisorsCustodian
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial
B59OMNI FINANCIAL LLC
CRD 314670
WI$116.9M1LPL Financial
B54RICHMOND INVESTMENT SERVICES LLC
CRD 327451
WI$453.2M14LPL Financial
B54SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298
WI$236.4M5LPL Financial
B53CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD 167513
WI$189.9M1LPL Financial
B53GRANITE FINANCIAL GROUP, LLC
CRD 168675
WI$186.2M2LPL Financial
C48SUMMIT GROUP RETIREMENT PLANNERS, INC.
CRD 169823
PA$302.3M3LPL Financial
C47HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
CRD 157523
PA$622.3M6LPL Financial
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial
C42FOX FINANCIAL, INC.
CRD 319679
PA$271.8M5LPL Financial
C42JACOBI CAPITAL MANAGEMENT, LLC
CRD 147663
PA$2.64B30LPL Financial
C40INVARIANT INVESTMENT MANAGEMENT LLC
CRD 168772
PA$182.7M6LPL Financial
C38BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
CRD 110783
PA$65.44BBNY Mellon
C38CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547
PA$356.1M6LPL Financial
C38HENDERSON BROTHERS FINANCIAL PARTNERS LLC
CRD 333732
PA$406.8M19LPL Financial
C36HIRTLE & CO., LLC
CRD 105403
PA$25.41B40BNY Mellon
C35MOUNT LUCAS MANAGEMENT LP
CRD 108255
PA$1.30BBNY Mellon
C34NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
CRD 105390
PA$164.32B50LPL Financial
C34HC CAPITAL PARTNERS, LLC
CRD 160737
PA$5.21BBNY Mellon
C33THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD 307480
PA$317.9M6LPL Financial
C32WINCH ADVISORY SERVICES, LLC
CRD 110194
WI$580.2M7LPL Financial
C31INDEPENDENCE SQUARE HOLDINGS, LLC
CRD 300139
PA$1.83B40LPL Financial
C30MELLON INVESTMENTS CORPORATION
CRD 105764
PA$873.87BBNY Mellon
C27JOHNSON WEALTH INC.
CRD 125557
WI$10.35B50LPL Financial
C25LL FUNDS, LLC
CRD 161552
PA$2.61BBNY Mellon
C25NEWMARKET INVESTMENT MANAGEMENT, LP
CRD 308098
PA$2.82BBNY Mellon
C23FEDERATED INVESTMENT COUNSELING
CRD 105325
PA$207.21B50BNY Mellon
C17GATEWAY WEALTH PARTNERS, LLC
CRD 322789
WI$2.28B50LPL Financial