ScoreFirmStateAUMAdvisorsCustodian
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo
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
C46CUSHING CAPITAL PARTNERS, LLC
CRD 313497
WI$274.7M2Wells Fargo
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial
C41BKM WEALTH MANAGEMENT, LLC
CRD 323928
WI$651.8M6Wells Fargo
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial
C32WINCH ADVISORY SERVICES, LLC
CRD 110194
WI$580.2M7LPL Financial
C27JOHNSON WEALTH INC.
CRD 125557
WI$10.35B50LPL Financial
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial
C21CORE COMPLIANCE GROUP, LLC
CRD 306661
SC$338.4M10LPL Financial
C17GATEWAY WEALTH PARTNERS, LLC
CRD 322789
WI$2.28B50LPL Financial