ScoreFirmStateAUMAdvisorsCustodian
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0MMorgan Stanley
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial
C44PASSAIC PARTNERS LLC
CRD 313290
NJ$2.24BMorgan Stanley
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial
C38CREDIT CAPITAL INVESTMENTS, LLC
CRD 160537
NJ$351.3MMorgan Stanley
C37WHETSTONE CAPITAL ADVISORS, LLC
CRD 155414
KS$415.1M2Morgan Stanley
C35AGH WEALTH ADVISORS, LLC
CRD 146796
KS$456.3M6LPL Financial
C34DIADEMA PARTNERS LP
CRD 331527
NJ$397.9MMorgan Stanley
C33BLUEVINE ADVISORY LLC
CRD 326599
NJ$8.9MMorgan Stanley
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial
C28ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744
NJ$859.8M19LPL Financial
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial
C26PGIM CUSTOM HARVEST LLC
CRD 290235
NJ$6.90BMorgan Stanley
C24VAN LEEUWEN & COMPANY, LLC
CRD 126447
NJLPL Financial
C21CORE COMPLIANCE GROUP, LLC
CRD 306661
SC$338.4M10LPL Financial
C12YG PARTNERS, LLC
CRD 168677
NJMorgan Stanley