ScoreFirmStateAUMAdvisorsCustodian
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial
C44CROMWELL INVESTMENT ADVISORS, LLC
CRD 314411
MD$368.9MBNY Mellon
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial
C36RED OAK FINANCIAL GROUP, LLC
CRD 166912
MD$1.04B7LPL Financial
C36ADE, LLC
CRD 168345
MD$447.5M6LPL Financial
C35ZAIS GROUP LLC
CRD 108371
NJ$5.26BBNY Mellon
C34WILLIAMS & ASSOCIATES, INC.
CRD 338196
MD$06LPL Financial
C32SOLUS ALTERNATIVE ASSET MANAGEMENT LP
CRD 144155
NJ$3.19BBNY Mellon
C32COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
CRD 150088
NJ$121.46BBNY Mellon
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial
C31REALTERM TRANSPORTATION LLC
CRD 322689
MD$10.87BBNY Mellon
C29PGIM INVESTMENTS LLC
CRD 105670
NJ$344.84B50BNY Mellon
C28ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744
NJ$859.8M19LPL Financial
C27T. ROWE PRICE (CANADA) INC.
CRD 107290
MD$6.55B4BNY Mellon
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial
C24VAN LEEUWEN & COMPANY, LLC
CRD 126447
NJLPL Financial
C21CORE COMPLIANCE GROUP, LLC
CRD 306661
SC$338.4M10LPL Financial
C20EDGESTREAM PARTNERS, L.P.
CRD 166338
NJ$4.89BBNY Mellon