ScoreFirmStateAUMAdvisorsCustodian
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial
B59OMNI FINANCIAL LLC
CRD 314670
WI$116.9M1LPL Financial
B56ASSET MANAGEMENT GROUP INVESTMENT CORP.
CRD 168369
CO$151.2MRaymond James
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond James
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial
B54RICHMOND INVESTMENT SERVICES LLC
CRD 327451
WI$453.2M14LPL Financial
B54SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298
WI$236.4M5LPL Financial
B53CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD 167513
WI$189.9M1LPL Financial
B53GRANITE FINANCIAL GROUP, LLC
CRD 168675
WI$186.2M2LPL Financial
B51CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
CO$327.3M10LPL Financial
B50TRG INVESTMENT ADVISORS, LLC
CRD 315629
CO$167.1M6Raymond James
C48THE MILLSTONE EVANS GROUP, LLC
CRD 311142
CO$893.3M8Raymond James
C48MACCO FINANCIAL GROUP, INC.
CRD 337398
WI$277.8M4Raymond James
C46BROADVIEW WEALTH PARTNERS, LLC
CRD 335028
CO$304.7M4Raymond James
C46CAPITAL FINANCIAL GROUP, INC.
CRD 111709
CO$237.4M3LPL Financial
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial
C38MARSHALL INVESTMENT MANAGEMENT, LLC
CRD 174817
CO$298.0M8LPL Financial
C37DODDS WEALTH, LLC
CRD 323632
CO$706.2M7LPL Financial
C37FORM WEALTH ADVISORS, LLC
CRD 326519
WI$1.06B8Raymond James
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James
C33INTENTIONAL WEALTH STRATEGIES
CRD 327743
CO$171.3M3Raymond James
C32WINCH ADVISORY SERVICES, LLC
CRD 110194
WI$580.2M7LPL Financial
C32VARRA WEALTH MANAGEMENT LLC
CRD 324044
CO$305.6M7LPL Financial
C28HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
CRD 286063
CO$279.5M4LPL Financial
C27JOHNSON WEALTH INC.
CRD 125557
WI$10.35B50LPL Financial
C25DENVER WEALTH MANAGEMENT, INC.
CRD 284868
CO$529.8M9LPL Financial
C21CCM PARTNERS, LP
CRD 104720
CO$6.52B16Raymond James
C17GATEWAY WEALTH PARTNERS, LLC
CRD 322789
WI$2.28B50LPL Financial
C17AVANT-GARDE ADVISORS LLC
CRD 151527
COLPL Financial