ScoreFirmStateAUMAdvisorsCustodian
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial
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
C48SUMMIT GROUP RETIREMENT PLANNERS, INC.
CRD 169823
PA$302.3M3LPL Financial
C47PW ADVISORS, LLC
CRD 336499
FL$131.8M3LPL Financial
C47HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
CRD 157523
PA$622.3M6LPL Financial
C47DUDLEY & SHANLEY, INC.
CRD 157515
FL$746.8M3BNY Mellon
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
C42FOX FINANCIAL, INC.
CRD 319679
PA$271.8M5LPL Financial
C42JACOBI CAPITAL MANAGEMENT, LLC
CRD 147663
PA$2.64B30LPL Financial
C42KORE ADVISORS LP
CRD 159663
FL$1.24BBNY Mellon
C41IBEX WEALTH ADVISORS, LLC
CRD 168674
FL$1.28B8LPL Financial
C41ISQ OPENINFRA REGISTERED ADVISOR LLC
CRD 332721
FL$348.1MBNY Mellon
C40WALSH & ASSOCIATES, LLC
CRD 144441
FL$827.7M9LPL Financial
C40DOUBLELINE CAPITAL LP
CRD 152606
FL$93.32BBNY Mellon
C40INVARIANT INVESTMENT MANAGEMENT LLC
CRD 168772
PA$182.7M6LPL Financial
C39WEALTH ADVISORS OF TAMPA BAY LLC
CRD 162724
FL$456.8M4LPL 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
C37SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD 169274
FL$571.2M3LPL Financial
C36PSI ADVISORS, LLC
CRD 285880
FL$800.9M11LPL Financial
C36HIRTLE & CO., LLC
CRD 105403
PA$25.41B40BNY Mellon
C35MOUNT LUCAS MANAGEMENT LP
CRD 108255
PA$1.30BBNY Mellon
C34NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
CRD 105390
PA$164.32B50LPL Financial
C34HC CAPITAL PARTNERS, LLC
CRD 160737
PA$5.21BBNY Mellon
C34RD LEWIS HOLDINGS, INC.
CRD 156073
FL$256.8M2LPL Financial
C34ALIGN PRIVATE CAPITAL
CRD 304506
FL$226.2MBNY Mellon
C33THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD 307480
PA$317.9M6LPL Financial
C32WINCH ADVISORY SERVICES, LLC
CRD 110194
WI$580.2M7LPL Financial
C31INDEPENDENCE SQUARE HOLDINGS, LLC
CRD 300139
PA$1.83B40LPL Financial
C30MELLON INVESTMENTS CORPORATION
CRD 105764
PA$873.87BBNY Mellon
C28III CAPITAL MANAGEMENT
CRD 113539
FL$88.24BBNY Mellon
C28OPINICUS CAPITAL, INC.
CRD 168344
FL$297.1M4LPL Financial
C27JOHNSON WEALTH INC.
CRD 125557
WI$10.35B50LPL Financial
C26CIFC ASSET MANAGEMENT LLC
CRD 159172
FL$44.58BBNY Mellon
C26H.I.G. CAPITAL, LLC
CRD 160711
FL$72.33BBNY Mellon
C26GOOD LIFE ADVISORS, LLC
CRD 171898
FL$4.35B50LPL Financial
C25CRYSTAL CAPITAL PARTNERS, LLC
CRD 146010
FL$1.30BBNY Mellon
C25LL FUNDS, LLC
CRD 161552
PA$2.61BBNY Mellon
C25NEWMARKET INVESTMENT MANAGEMENT, LP
CRD 308098
PA$2.82BBNY Mellon
C24DAKOTA WEALTH, LLC
CRD 297987
FL$6.94B50LPL Financial
C23FEDERATED INVESTMENT COUNSELING
CRD 105325
PA$207.21B50BNY Mellon