ScoreFirmStateAUMAdvisorsCustodian
B58JAYKAY WEALTH ADVISORS, INC.
CRD 170192
TX$173.8M3LPL Financial
B55BFI WEALTH SOLUTIONS, LLC
CRD 319185
TX$145.0M1LPL Financial
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial
B52FOREFRONT WEALTH PARTNERS, LLC
CRD 308521
TX$239.8M28LPL Financial
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial
C46STRATEGIC WEALTH MANAGEMENT, LLC
CRD 171908
TX$157.8M2LPL Financial
C44DOVETAIL WEALTH MANAGEMENT, LLC
CRD 291068
TX$333.1M3LPL Financial
C42SAGE ADVISORY SERVICES LTD CO
CRD 106236
TX$28.43B42LPL Financial
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial
C40VALTERRA PARTNERS LLC
CRD 316443
TX$237.0M2Folio Institutional
C40ESSEX WOODLANDS MANAGEMENT, INC.
CRD 158263
TX$2.06BFolio Institutional
C40BAYOU CITY ENERGY MANAGEMENT LLC
CRD 283269
TX$1.05B2Folio Institutional
C37MAVERICK CAPITAL LTD
CRD 108262
TX$15.85BFolio Institutional
C36RED OAK FINANCIAL GROUP, LLC
CRD 166912
MD$1.04B7LPL Financial
C36ADE, LLC
CRD 168345
MD$447.5M6LPL Financial
C34WILLIAMS & ASSOCIATES, INC.
CRD 338196
MD$06LPL Financial
C33THE CAPSTREET GROUP, LLC
CRD 159690
TX$1.16BFolio Institutional
C31STRATEGIC FINANCIAL CONCEPTS, LLC
CRD 141849
TX$927.7M39LPL Financial
C30THIRTEEN TWENTY-TWO ADVISORS, LLC
CRD 339326
TX$07LPL Financial
C30TLWM, LLC
CRD 158305
TX$605.4M9LPL Financial
C27CITATION CAPITAL MANAGEMENT, LLC
CRD 326828
TX$1.36BFolio Institutional
C27AETHON ENERGY MANAGEMENT LLC
CRD 173136
TX$700.1MFolio Institutional
C26ARCTOS PARTNERS, LP
CRD 307116
TX$18.22BFolio Institutional
C26DEAN, JACOBSON FINANCIAL SERVICES, LLC
CRD 115879
TX$519.4M6LPL Financial
C22GAUGE CAPITAL LLC
CRD 169890
TX$3.39BFolio Institutional
C22PACELINE EQUITY PARTNERS, LLC
CRD 307683
TX$2.43BFolio Institutional
C20GBM WEALTH MANAGEMENT, INC.
CRD 145049
TX$346.4M9Folio Institutional
C20THE STERLING GROUP, L.P.
CRD 157406
TX$9.01BFolio Institutional
C19TRITIUM PARTNERS LLC
CRD 173132
TX$1.86BFolio Institutional
C13GARRETT WEALTH ADVISORY GROUP, LLC
CRD 173563
TX$969.8M19LPL Financial