ScoreFirmStateAUMAdvisorsCustodian
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial
C45THOMPSON WEALTH SOLUTIONS, LLC
CRD 338023
MD$172.1M2Fidelity
C44BERMAN MCALEER, LLC
CRD 332906
MD$1.82B13Fidelity
C42FAMILY OFFICE RESEARCH, LLC
CRD 144136
MD$648.2M3Fidelity
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial
C39BEACON INVESTMENT ADVISORS LLC
CRD 127368
MD$541.9M1Fidelity
C36RED OAK FINANCIAL GROUP, LLC
CRD 166912
MD$1.04B7LPL Financial
C36ADE, LLC
CRD 168345
MD$447.5M6LPL Financial
C36TRITONPOINT PARTNERS, LLC
CRD 333259
MD$286.5M9Fidelity
C34WILLIAMS & ASSOCIATES, INC.
CRD 338196
MD$06LPL Financial
C32TRUMBOWER FINANCIAL ADVISORS LLC
CRD 107495
MD$1.98B6Fidelity
C29BURKHOLDER & ASSOCIATES, LLC
CRD 313338
MD$287.4M2Fidelity
C24D.F. DENT AND COMPANY, INC.
CRD 105179
MD$7.88B7Fidelity