ScoreFirmStateAUMAdvisorsCustodian
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9ME*Trade
B61WELLSPRING ADVISORS, INC.
CRD 147861
OR$152.2M2E*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
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B55ENCOMPASS WEALTH ADVISORS, LLC
CRD 170807
OR$472.8M4E*Trade
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B52HURLEY FINANCIAL GROUP, INC.
CRD 108983
OR$406.5M15E*Trade
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3ME*Trade
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade
C47SORTIS FUND MANAGER, LLC
CRD 315584
OR$202.0ME*Trade
C46GREEN CITIES INVESTMENT MANAGEMENT, LLC
CRD 166263
OR$875.0ME*Trade
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1ME*Trade
C45M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648
OR$1.01BE*Trade
C42ACM MANAGEMENT COMPANY, LLC
CRD 283037
OR$650.1ME*Trade
C41PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD 138433
OR$284.9M3E*Trade
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade
C39EFM INVESTMENTS & ADVISORY LLC
CRD 339744
OR$680.0ME*Trade
C39SOUND INVESTMENT MANAGEMENT INC
CRD 107438
OR$255.5M4E*Trade
C39NORTHMARQ FUND MANAGEMENT, LLC
CRD 150703
OR$541.3M1E*Trade
C39GRETCHEN STANGIER, INC.
CRD 171336
OR$300.4M3E*Trade
C38STRADA FINANCIAL GROUP LLC
CRD 316987
OR$159.2M2E*Trade
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade
C38PROSPERA FUNDS, INC.
CRD 331765
SC$4.6M1E*Trade
C38SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
CRD 138347
OR$275.4M5E*Trade
C38THE H GROUP WASHINGTON, INC.
CRD 300464
OR$256.5ME*Trade
C37360 FINANCIAL PARTNERS, LLC
CRD 169280
SC$206.5M3E*Trade
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14BJPMorgan
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49BE*Trade
C35EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
CRD 182520
OR$642.6ME*Trade
C33GOVERNMENT PORTFOLIO ADVISORS LLC
CRD 170384
OR$35.09B7E*Trade
C33VOLOFIN CAPITAL MANAGEMENT (US) LLC
CRD 309922
SC$1.01BE*Trade
C33GOEPPER BURKHARDT LLC
CRD 127896
SC$380.3M3E*Trade
C33ALLIUM FINANCIAL ADVISORS, LLC
CRD 288462
OR$733.5M7E*Trade
C31801 WEST CAPITAL MANAGEMENT, LLC
CRD 168417
OR$515.9MJPMorgan
C31NORTH RIDGE WEALTH ADVISORS, INC.
CRD 157516
OR$216.0M3E*Trade
C27MATTY AI INC.
CRD 317016
SC$39K1E*Trade
C27CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CRD 340135
OR$06E*Trade
C27CAMPBELL GLOBAL, LLC
CRD 111944
OR$7.02BJPMorgan
C27ALTRIARCH ASSET MANAGEMENT, LLC
CRD 328482
SC$349.1ME*Trade
C26TRUE PRIVATE WEALTH ADVISORS, LLC
CRD 164947
OR$1.43B11E*Trade
C26WEALTH INTELLIGENTLY NAVIGATED, LLC
CRD 340998
SC$02E*Trade
C23PATTERN
CRD 321915
ORE*Trade
C22GREYSTAR INVESTMENT GROUP, LLC
CRD 160665
SC$36.50BJPMorgan
C20ZUNA, LLC
CRD 306113
OR$411.3M3E*Trade
C20ICON FINANCIAL SERVICES LLC
CRD 306816
OR$19.7M3E*Trade
C19VARIANT INVESTMENTS, LLC
CRD 289261
OR$2.77BE*Trade