ScoreFirmStateAUMAdvisorsCustodian
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial
B63LBB HOLDING COMPANY LLC
CRD 282285
CT$199.5MJPMorgan
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial
B60ACA II ADVISORS, LLC
CRD 156128
CT$206.9MJPMorgan
B59SREP CAPITAL MANAGEMENT, LLC
CRD 296281
CT$157.9MJPMorgan
B51TENGRAM CAPITAL PARTNERS L.P.
CRD 166930
CT$110.7MJPMorgan
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial
C50ARISTOTLE CAPITAL BOSTON, LLC
CRD 173198
MA$1.83B2State Street
C49WINTHROP CAPITAL ADVISORS, LLC
CRD 289487
MA$82.4MJPMorgan
C49ROTHWELL INVESTMENT ADVISORS LLC
CRD 337504
MA$187.7M3LPL Financial
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial
C49NAPIER FINANCIAL, LLC
CRD 336725
MA$550.1M8LPL Financial
C48ANCHOR CAPITAL ADVISORS LLC
CRD 105540
MA$2.37B17LPL Financial
C47BYRNE FINANCIAL FREEDOM, LLC
CRD 167893
MA$546.4M6LPL Financial
C47ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
CRD 109962
MA$712.7MState Street
C46HOPLON ASSET MANAGEMENT, L.P.
CRD 318798
CT$170.1MJPMorgan
C46FORESTER CAPITAL, L.L.C.
CRD 160806
CT$1.07BState Street
C44LEEWARD INVESTMENTS, LLC
CRD 312557
MA$2.87B2LPL Financial
C44EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
CT$310.5M5LPL Financial
C44GRANDVIEW PROPERTY PARTNERS, LLC
CRD 299814
CT$890.1M1JPMorgan
C43MONACHIL CAPITAL PARTNERS LP
CRD 311376
CT$71.7MJPMorgan
C43HARBOUR POINT MANAGEMENT LP
CRD 226521
CT$302.4MJPMorgan
C42THE BAUPOST GROUP, L.L.C.
CRD 109530
MA$24.68BState Street
C42GARDEN INVESTMENT MANAGEMENT, L.P.
CRD 330358
CT$507.7MJPMorgan
C42WINTHROP ADVISORY GROUP, LLC
CRD 288178
MA$3.10B27LPL Financial
C41FLAGSHIP PRIVATE WEALTH, LLC
CRD 175277
MA$447.2M4LPL Financial
C40EDGEWOOD MANAGEMENT LLC
CRD 106647
CT$21.52B2JPMorgan
C40MFS INSTITUTIONAL ADVISORS INC.
CRD 107144
MA$113.59B50JPMorgan
C40CLOUGH CAPITAL PARTNERS, LP
CRD 131257
MA$1.51BState Street
C40FLAGSHIP HARBOR ADVISORS, LLC
CRD 155733
MA$3.42B50LPL Financial
C39THE PUTNAM ADVISORY COMPANY, LLC
CRD 106631
MA$33.19BJPMorgan
C38GFG ALTERNATIVE INVESTMENT ADVISORS LLC
CRD 160435
CT$599.6MJPMorgan
C38ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
MA$248.2M2LPL Financial
C38SOLAS CAPITAL MANAGEMENT, LLC
CRD 159962
CT$629.0MJPMorgan
C37PERFORMANCE EQUITY MANAGEMENT, LLC
CRD 110207
CT$9.41BState Street
C37AQR CAPITAL MANAGEMENT, LLC
CRD 111883
CT$311.70B1State Street
C37WAYPOINT CAPITAL PARTNERS ADVISORS, LLC
CRD 333573
CT$310.6MJPMorgan
C37WELLINGTON ALTERNATIVE INVESTMENTS LLC
CRD 226715
MA$92.17BState Street
C36H/2 CREDIT MANAGER LP
CRD 133693
CT$4.52BJPMorgan
C36LONE PINE CAPITAL LLC
CRD 156602
CT$21.62BState Street
C36BEACON CAPITAL PARTNERS, LLC
CRD 158137
MA$1.30BState Street
C36PROSTAR CAPITAL (US) LLC
CRD 166523
CT$757.4MJPMorgan
C35MML INVESTMENT ADVISERS, LLC
CRD 169568
MA$24.55BState Street
C35CIGNA INVESTMENTS, INC.
CRD 105811
CT$25.76BJPMorgan
C35GABELLI & COMPANY INVESTMENT ADVISERS, INC.
CRD 137024
CT$1.48BState Street
C35CLARUS VENTURES, LLC
CRD 160980
MA$805.6MJPMorgan
C34JGB CAPITAL MANAGEMENT L.P.
CRD 163658
CT$421.0MJPMorgan
C34LIME ROCK MANAGEMENT LP
CRD 157127
CT$5.48BJPMorgan
C33WELLINGTON FUNDS (US) LLC
CRD 288313
MA$5.41BState Street
C33WARNER GROUP LLC
CRD 334877
CT$458.5M8LPL Financial