ScoreFirmStateAUMAdvisorsCustodian
B57MURPHY WEALTH MANAGEMENT GROUP, INC.
CRD 277161
NY$251.9M3LPL Financial
B55HUDSON VALLEY WEALTH MANAGEMENT, INC
CRD 146338
NY$48.8M1LPL Financial
B53MEADOWBROOK WEALTH MANAGEMENT, LLC
CRD 110508
NY$110.1M2LPL Financial
B50GRANEY & KING, LLC
CRD 126461
NY$484.4M4LPL Financial
C48CIRCLE N ADVISORS, LLC
CRD 271027
NY$94.2M1LPL Financial
C46MWMG ADVISORS, LLC
CRD 338376
NY$40.0M2LPL Financial
C45V&V MANAGEMENT GROUP CORPORATION
CRD 287468
NY$104.8M1Altruist
C44STASH WEALTH, LLC
CRD 167072
NY$51.7M2Apex Clearing
C43FLYNN ZITO CAPITAL MANAGEMENT, LLC
CRD 152689
NY$773.9M7LPL Financial
C43PROSPECT FINANCIAL SERVICES LLC
CRD 314154
NY$431.0M9LPL Financial
C41EAGLE'S CREST ADVISORS, LLC
CRD 335252
NY$65.3M2Altruist
C40MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
AL$443.5M8LPL Financial
C39MOUNTAIN PASS PLANNING CORPORATION
CRD 283389
NY$74.9M1Altruist
C39ICONOCLASTIC CAPITAL MANAGEMENT LLC
CRD 310132
NY$68.2M3Altruist
C39ROCKLINE WEALTH MANAGEMENT LLC
CRD 324004
NY$749.6M4LPL Financial
C36LAKE ROAD ADVISORS, LLC
CRD 281657
NY$98.8M2Altruist
C35HOLISTIC WEALTH ADVISORS
CRD 332918
NY$278.7M7LPL Financial
C35ALESCO ADVISORS, LLC, AN ESL COMPANY
CRD 339091
NY$5.61B13LPL Financial
C33THINKING BIG FINANCIAL INC.
CRD 287476
NY$93.0M2Altruist
C32BONE FIDE WEALTH, LLC
CRD 301066
NY$126.7M2Altruist
C29COURIER CAPITAL, LLC
CRD 282485
NY$3.59B13LPL Financial
C28MARSHALL + STERLING WEALTH ADVISORS, INC.
CRD 164345
NY$1.59B9LPL Financial
C27EQUITABLE ADVISORS, LLC
CRD 6627
NY$42.48B50LPL Financial
C27RETIRABLE INC.
CRD 307472
NY$301.0M13Altruist
C26THE PINNACLE FINANCIAL GROUP
CRD 164395
NY$1.38B40LPL Financial
C22SECFI ADVISORY LIMITED
CRD 306961
NY$225.9M5Altruist