SourcingSourcing
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50 firms
ActiveState: GA×State: AZ×State: FL×Custodian: LPL Financial×Custodian: Northern Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial→
B59MFP FINANCIAL SERVICES, LLC
CRD 331681
FL$361.0M3LPL Financial→
B58ATLANTIC FAMILY WEALTH, LLC
CRD 171062
FL$210.1M2LPL Financial→
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial→
B53AFFILIATED PRIVATE INVESTORS LLC
CRD 111545
FL$533.7M—Northern Trust→
C49THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
CRD 165183
AZ$309.3M2LPL Financial→
C48PROACTIVE WEALTH STRATEGIES, LLC
CRD 318872
GA$315.8M5LPL Financial→
C48CAPITAL AND PLANNING, LLC
CRD 321104
GA$193.9M3LPL Financial→
C47ARIAS RESOURCE CAPITAL MANAGEMENT LP
CRD 155885
FL$90.8M—Northern Trust→
C47PW ADVISORS, LLC
CRD 336499
FL$131.8M3LPL Financial→
C44JACKSONVILLE WEALTH MANAGEMENT, LLC
CRD 309312
FL$533.5M5LPL Financial→
C44DFN MANAGEMENT LLC.
CRD 285057
FL$241.4M—Northern Trust→
C44CLARITY WEALTH MANAGEMENT, L.L.C.
CRD 284874
AZ$236.8M4LPL Financial→
C43WELLSPRING WEALTH MANAGEMENT LLC
CRD 134834
GA$584.8M5LPL Financial→
C43CYCAP PARTNERS, LLC
CRD 335347
FL$143.2M4LPL Financial→
C42TREIBERG WEALTH MANAGEMENT, INC.
CRD 284140
AZ$325.1M3LPL Financial→
C41IBEX WEALTH ADVISORS, LLC
CRD 168674
FL$1.28B8LPL Financial→
C41MIDTOWN INVESTMENT ADVISORS LLC
CRD 316137
FL$278.0M—Northern Trust→
C40COLONY CAPITAL INVESTMENT ADVISORS, LLC
CRD 175506
FL$336.2M—Northern Trust→
C40R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.
CRD 137788
FL$33.6M—Northern Trust→
C40WALSH & ASSOCIATES, LLC
CRD 144441
FL$827.7M9LPL Financial→
C40ACASTA PARTNERS US LLC
CRD 335005
FL$4.72B—Northern Trust→
C39WEALTH ADVISORS OF TAMPA BAY LLC
CRD 162724
FL$456.8M4LPL Financial→
C38GLOBALT INVESTMENTS LLC
CRD 328039
GA$3.02B12LPL Financial→
C37SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD 169274
FL$571.2M3LPL Financial→
C36THE JENKINS FINANCIAL GROUP, INC.
CRD 125941
GA$270.1M3LPL Financial→
C36PSI ADVISORS, LLC
CRD 285880
FL$800.9M11LPL Financial→
C36POLAR CAPITAL (AMERICA) CORPORATION
CRD 155389
FL$505.6M—Northern Trust→
C34SOUTHOCEAN CAPITAL PARTNERS, LLC
CRD 171580
FL$575.3M—Northern Trust→
C34GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
CRD 306068
AZ$297.3M3LPL Financial→
C34RD LEWIS HOLDINGS, INC.
CRD 156073
FL$256.8M2LPL Financial→
C33DEPRINCE, RACE & ZOLLO, INC.
CRD 112099
FL$5.89B—Northern Trust→
C32BUTTONWOOD CAPITAL MANAGEMENT, LLC
CRD 174857
AZ$380.8M3LPL Financial→
C31HAMILTON CAPITAL PARTNERS, LLC
CRD 314344
GA$444.0M2LPL Financial→
C30GQG PARTNERS LLC
CRD 283720
FL$163.86B—Northern Trust→
C30MPWM ADVISORY SOLUTIONS LLC
CRD 169885
GA$326.9M16LPL Financial→
C29SOUTHWEST INVESTMENT ADVISORS, INC.
CRD 312685
AZ$386.9M4LPL Financial→
C29PALATINE FUND ADVISORS, LLC
CRD 168077
FL$821.4M—Northern Trust→
C28OPINICUS CAPITAL, INC.
CRD 168344
FL$297.1M4LPL Financial→
C28GER LOFTIN WEALTH ADVISORS, LLC
CRD 305359
GA$344.5M6LPL Financial→
C28DAVIS SELECTED ADVISERS LP
CRD 108674
AZ$30.12B—LPL Financial→
C26BENEDICT FINANCIAL ADVISORS, INC.
CRD 116690
GA$529.4M8LPL Financial→
C26GOOD LIFE ADVISORS, LLC
CRD 171898
FL$4.35B50LPL Financial→
C25UNIVERSA INVESTMENTS L.P.
CRD 146052
FL$21.35B—Northern Trust→
C25INFINITY CAPITAL ADVISORS, LLC
CRD 159852
GA$1.53B—Northern Trust→
C24DAKOTA WEALTH, LLC
CRD 297987
FL$6.94B50LPL Financial→
C23IFG ADVISORY, LLC
CRD 168012
GA$4.76B50LPL Financial→
C21THIRD LAKE PARTNERS, LLC
CRD 299961
FL$5.97B—Northern Trust→
C19GAINES FINANCIAL GROUP
CRD 157037
FL——LPL Financial→
C13ALLEN & COMPANY OF FLORIDA, LLC
CRD 25
FL—5LPL Financial→