ScoreFirmStateAUMAdvisorsCustodian
A70ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809
AZ$240.2M1E*Trade
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
B64SARATOGA CAPITAL MANAGEMENT, LLC
CRD 112021
AZ$138.8M1E*Trade
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9ME*Trade
B63BASELINE PARTNERS LLC
CRD 301762
AZ$75.3ME*Trade
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2ME*Trade
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade
B57RESQ INVESTMENT PARTNERS, LLC
CRD 169528
AZ$65.8ME*Trade
B57PRAVATI CAPITAL LLC
CRD 300435
AZ$173.7ME*Trade
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B53PROSPER PRIVATE WEALTH, LLC
CRD 333708
AZ$150.8M2E*Trade
B53GREENBERG FINANCIAL GROUP
CRD 38747
AZ$406.9M6E*Trade
B52COLE WEALTH MANAGEMENT, LLC
CRD 134509
AZ$181.1M4E*Trade
B52STABLEFORD CAPITAL LLC
CRD 173383
AZ$305.3M4E*Trade
B51HARMONY ASSET MANAGEMENT LLC
CRD 116069
AZ$462.5M7E*Trade
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3ME*Trade
C49XCELLERANT VENTURES, LLC
CRD 319671
AZ$26.0ME*Trade
C47ACCORDANT INVESTMENTS LLC
CRD 325678
AZ$186.4M3E*Trade
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1ME*Trade
C43CAPITAL WEST PARTNERS, LLC
CRD 130762
AZ$300.0M2E*Trade
C43LGM CAPITAL MANAGEMENT LLC
CRD 283872
AZ$14.9ME*Trade
C42STRATEGIC EQUITY MANAGEMENT, INC.
CRD 112142
AZ$933.5M9E*Trade
C41CLARUS WEALTH ADVISORS, LLC
CRD 281160
AZ$305.2M12E*Trade
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade
C41BREACH INLET CAPITAL MANAGEMENT, LLC
CRD 282056
SC$227.7M1Goldman Sachs
C41TREASURE INVESTMENT MANAGEMENT, LLC
CRD 309258
AZ$252.7ME*Trade
C40TEMPLETON FINANCIAL SERVICES INC.
CRD 128240
AZ$441.8M3E*Trade
C39MPI INFINITE INVESTORS, LLC
CRD 337830
AZ$01E*Trade
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade
C38TRINITY CAPITAL ADVISER LLC
CRD 326133
AZ$157.6ME*Trade
C38PROSPERA FUNDS, INC.
CRD 331765
SC$4.6M1E*Trade
C37360 FINANCIAL PARTNERS, LLC
CRD 169280
SC$206.5M3E*Trade
C37IDX ADVISORS, LLC
CRD 299658
AZ$128.1M1E*Trade
C37BLAKELY WALTERS WEALTH MANAGEMENT LLC
CRD 324410
AZ$173.7M5E*Trade
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49BE*Trade
C36ALKEME INVESTMENTS LLC
CRD 332434
AZ$0E*Trade
C35FAMILY OFFICE INVESTMENT ADVISORY LLC
CRD 339607
AZ$0E*Trade
C35SMEAD CAPITAL MANAGEMENT, INC.
CRD 143567
AZ$5.52B6E*Trade
C33VOLOFIN CAPITAL MANAGEMENT (US) LLC
CRD 309922
SC$1.01BE*Trade
C33GOEPPER BURKHARDT LLC
CRD 127896
SC$380.3M3E*Trade
C31ESTANCIA CAPITAL MANAGEMENT, LLC
CRD 166478
AZ$908.0ME*Trade
C31BILI FINANCE, LLC
CRD 339828
AZ$0E*Trade
C30CURAFIN ADVISORS, LLC
CRD 329091
AZ$748.4M2E*Trade
C3017 CAPITAL PARTNERS, LLC
CRD 283013
AZ$246.4M3E*Trade
C29SVVY, LLC
CRD 325358
AZ$0E*Trade
C27MATTY AI INC.
CRD 317016
SC$39K1E*Trade
C27ICW INVESTMENT ADVISORS, LLC
CRD 135081
AZ$376.6M8E*Trade