ScoreFirmStateAUMAdvisorsCustodian
A65MACKE FINANCIAL ADVISORY GROUP, INC.
CRD 111318
FL$175.7M3Altruist
B63PLANNING SOLUTIONS INTERNATIONAL LLC
CRD 300043
FL$108.8M1Altruist
B59MFP FINANCIAL SERVICES, LLC
CRD 331681
FL$361.0M3LPL Financial
B59OMNI FINANCIAL LLC
CRD 314670
WI$116.9M1LPL Financial
B58ATLANTIC FAMILY WEALTH, LLC
CRD 171062
FL$210.1M2LPL 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
C49VINE INVESTMENT ADVISORS, LP
CRD 157341
FL$583.5MU.S. Bank
C47PW ADVISORS, LLC
CRD 336499
FL$131.8M3LPL Financial
C45YELLOWSTONE CAPITAL PARTNERS US, LLC
CRD 324681
FL$288.6MU.S. Bank
C44JACKSONVILLE WEALTH MANAGEMENT, LLC
CRD 309312
FL$533.5M5LPL Financial
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial
C43CYCAP PARTNERS, LLC
CRD 335347
FL$143.2M4LPL Financial
C41THOMAS J. HERZFELD ADVISORS, INC.
CRD 108369
FL$890.4M3U.S. Bank
C41IBEX WEALTH ADVISORS, LLC
CRD 168674
FL$1.28B8LPL Financial
C40WALSH & ASSOCIATES, LLC
CRD 144441
FL$827.7M9LPL Financial
C39WEALTH ADVISORS OF TAMPA BAY LLC
CRD 162724
FL$456.8M4LPL Financial
C38CAMPBELL FINANCIAL PARTNERS, LLC
CRD 142889
FL$202.7M2Altruist
C38CLARITY FINANCIAL ADVISORS LLC
CRD 323321
FL$149.5M5Altruist
C37SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD 169274
FL$571.2M3LPL Financial
C36PSI ADVISORS, LLC
CRD 285880
FL$800.9M11LPL Financial
C36COMVEST CREDIT MANAGERS, LLC
CRD 322342
FL$956.8MU.S. Bank
C35CANNON GLOBAL INVESTMENT MANAGEMENT, LLC
CRD 301911
FL$92.9MU.S. Bank
C34RD LEWIS HOLDINGS, INC.
CRD 156073
FL$256.8M2LPL Financial
C32WINCH ADVISORY SERVICES, LLC
CRD 110194
WI$580.2M7LPL Financial
C30BBVA GLOBAL WEALTH ADVISORS, INC.
CRD 327326
FL$1.36B46U.S. Bank
C28OPINICUS CAPITAL, INC.
CRD 168344
FL$297.1M4LPL Financial
C28CANAL ROAD CAPITAL, LLC
CRD 327488
FL$1.26BU.S. Bank
C27JOHNSON WEALTH INC.
CRD 125557
WI$10.35B50LPL Financial
C26GOOD LIFE ADVISORS, LLC
CRD 171898
FL$4.35B50LPL Financial
C26ROBERT W. BAIRD & CO. INCORPORATED
CRD 8158
WI$394.07B50U.S. Bank
C24HOLDCO ASSET MANAGEMENT, LP
CRD 167054
FL$2.76BU.S. Bank
C24DAKOTA WEALTH, LLC
CRD 297987
FL$6.94B50LPL Financial
C22HAMMES REALTY ADVISORS, LLC
CRD 165693
WI$2.02BU.S. Bank
C22COMVEST CREDIT ADVISORS, LLC
CRD 311663
FL$9.25BU.S. Bank
C19GAINES FINANCIAL GROUP
CRD 157037
FLLPL Financial
C18FLOW FINANCIAL
CRD 322842
FLAltruist
C17GATEWAY WEALTH PARTNERS, LLC
CRD 322789
WI$2.28B50LPL Financial
C16FLOOD TIDE FINANCIAL LLC
CRD 298924
FL1Altruist
C14NCW ADVISORS, LLC
CRD 172431
FLU.S. Bank
C13ALLEN & COMPANY OF FLORIDA, LLC
CRD 25
FL5LPL Financial