ScoreFirmStateAUMAdvisorsCustodian
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial
C50STRATEGIC ADVISORY SERVICES, LLC
CRD 287984
TN$201.2M8LPL Financial
C47CALDWELL ADVISORS, LLC
CRD 144408
TN$351.4M6LPL Financial
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial
C37ROCK SPRINGS CAPITAL MANAGEMENT LP
CRD 168648
MD$2.43BGoldman Sachs
C36RED OAK FINANCIAL GROUP, LLC
CRD 166912
MD$1.04B7LPL Financial
C36POINTER MANAGEMENT, LLC
CRD 156810
TN$2.79B1Goldman Sachs
C36ADE, LLC
CRD 168345
MD$447.5M6LPL Financial
C34WILLIAMS & ASSOCIATES, INC.
CRD 338196
MD$06LPL Financial
C34KNOX WEALTH PARTNERS ADVISORY, LLC
CRD 288580
TN$272.9M7LPL Financial
C24CAMPBELL & COMPANY INVESTMENT ADVISER LLC
CRD 134332
MD$4.34BGoldman Sachs
C23PATIENT CAPITAL MANAGEMENT, LLC
CRD 307336
MD$2.50BGoldman Sachs
C22DURABLE CAPITAL PARTNERS LP
CRD 305221
MD$17.59BGoldman Sachs
C20TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
CRD 160321
TN$1.19B23LPL Financial
C17HULL STREET ENERGY, LLC
CRD 291881
MD$4.57BGoldman Sachs