ScoreFirmStateAUMAdvisorsCustodian
A65MACKE FINANCIAL ADVISORY GROUP, INC.
CRD 111318
FL$175.7M3Altruist
B63PLANNING SOLUTIONS INTERNATIONAL LLC
CRD 300043
FL$108.8M1Altruist
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial
B61CGI WEALTH ADVISORS, INC.
CRD 311273
PA$129.4M2Altruist
B59MFP FINANCIAL SERVICES, LLC
CRD 331681
FL$361.0M3LPL Financial
B58ATLANTIC FAMILY WEALTH, LLC
CRD 171062
FL$210.1M2LPL Financial
B53BROADHURST FINANCIAL ADVISORS, INC.
CRD 132332
PA$128.4M1Altruist
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
C47ODYSSEY GROUP LLC
CRD 336636
PA$420.9M4Altruist
C44JACKSONVILLE WEALTH MANAGEMENT, LLC
CRD 309312
FL$533.5M5LPL 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
C41IBEX WEALTH ADVISORS, LLC
CRD 168674
FL$1.28B8LPL Financial
C40WALSH & ASSOCIATES, LLC
CRD 144441
FL$827.7M9LPL Financial
C40INVARIANT INVESTMENT MANAGEMENT LLC
CRD 168772
PA$182.7M6LPL Financial
C39WEALTH ADVISORS OF TAMPA BAY LLC
CRD 162724
FL$456.8M4LPL Financial
C38CAMPBELL FINANCIAL PARTNERS, LLC
CRD 142889
FL$202.7M2Altruist
C38CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547
PA$356.1M6LPL Financial
C38CLARITY FINANCIAL ADVISORS LLC
CRD 323321
FL$149.5M5Altruist
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
C35RED SPRUCE CAPITAL, LLC
CRD 158720
PA$256.9M4Altruist
C34NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
CRD 105390
PA$164.32B50LPL Financial
C34RD LEWIS HOLDINGS, INC.
CRD 156073
FL$256.8M2LPL Financial
C33THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD 307480
PA$317.9M6LPL Financial
C31INDEPENDENCE SQUARE HOLDINGS, LLC
CRD 300139
PA$1.83B40LPL Financial
C28OPINICUS CAPITAL, INC.
CRD 168344
FL$297.1M4LPL Financial
C26GOOD LIFE ADVISORS, LLC
CRD 171898
FL$4.35B50LPL Financial
C24DAKOTA WEALTH, LLC
CRD 297987
FL$6.94B50LPL Financial
C19GAINES FINANCIAL GROUP
CRD 157037
FLLPL Financial
C18FLOW FINANCIAL
CRD 322842
FLAltruist
C16FLOOD TIDE FINANCIAL LLC
CRD 298924
FL1Altruist
C13ALLEN & COMPANY OF FLORIDA, LLC
CRD 25
FL5LPL Financial