ScoreFirmStateAUMAdvisorsCustodian
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial
B61WHARTON WEALTH MANAGEMENT, LLC
CRD 281348
PA$209.2M2Pershing
B61BOUVEL INVESTMENT PARTNERS, LLC
CRD 108436
PA$374.4M3Pershing
B52GARDNER RUSSO & QUINN LLC
CRD 106114
PA$9.45BPershing
C48SUMMIT GROUP RETIREMENT PLANNERS, INC.
CRD 169823
PA$302.3M3LPL Financial
C47SAFS, LLC
CRD 144405
PA$182.6M2Pershing
C47HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
CRD 157523
PA$622.3M6LPL Financial
C42FOX FINANCIAL, INC.
CRD 319679
PA$271.8M5LPL Financial
C42JACOBI CAPITAL MANAGEMENT, LLC
CRD 147663
PA$2.64B30LPL Financial
C41AZARIAS CAPITAL MANAGEMENT, L.P.
CRD 174466
PA$188.8M3Pershing
C40INVARIANT INVESTMENT MANAGEMENT LLC
CRD 168772
PA$182.7M6LPL Financial
C38BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
CRD 110783
PA$65.44BBNY Mellon
C38CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547
PA$356.1M6LPL Financial
C38HENDERSON BROTHERS FINANCIAL PARTNERS LLC
CRD 333732
PA$406.8M19LPL Financial
C37KEY FINANCIAL, INC.
CRD 116240
PA$2.84B10Pershing
C36HIRTLE & CO., LLC
CRD 105403
PA$25.41B40BNY Mellon
C35ARCHETYPE ADVISORS, LLC
CRD 156527
PA$260.0M3Pershing
C35OWLS NEST PARTNERS IA, LLC
CRD 289811
PA$441.2M3Pershing
C35MOUNT LUCAS MANAGEMENT LP
CRD 108255
PA$1.30BBNY Mellon
C35MILLER INVESTMENT MANAGEMENT, LP
CRD 108380
PA$7.10B6Pershing
C34HUDOCK, INC.
CRD 149255
PA$1.00B9Pershing
C34NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
CRD 105390
PA$164.32B50LPL Financial
C34HC CAPITAL PARTNERS, LLC
CRD 160737
PA$5.21BBNY Mellon
C33THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD 307480
PA$317.9M6LPL Financial
C31LINCOLN INVESTMENT PLANNING, LLC
CRD 519
PA$21.99B50Pershing
C31BILL FEW ASSOCIATES, INC.
CRD 133561
PA$2.72B28Pershing
C31INDEPENDENCE SQUARE HOLDINGS, LLC
CRD 300139
PA$1.83B40LPL Financial
C30MELLON INVESTMENTS CORPORATION
CRD 105764
PA$873.87BBNY Mellon
C28HORNOR, TOWNSEND & KENT, LLC
CRD 4031
PA$9.01B50Pershing
C27CAPITAL ANALYSTS, LLC
CRD 162200
PA$8.77B50Pershing
C261315 CAPITAL, LLC
CRD 175292
PA$1.35BPershing
C25LL FUNDS, LLC
CRD 161552
PA$2.61BBNY Mellon
C25NEWMARKET INVESTMENT MANAGEMENT, LP
CRD 308098
PA$2.82BBNY Mellon
C24RADCLIFFE CAPITAL MANAGEMENT, L.P.
CRD 136028
PA$5.14B1Pershing
C24HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CRD 30177
PA$1.34BPershing
C23FEDERATED INVESTMENT COUNSELING
CRD 105325
PA$207.21B50BNY Mellon