ScoreFirmStateAUMAdvisorsCustodian
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial
B59MFP FINANCIAL SERVICES, LLC
CRD 331681
FL$361.0M3LPL Financial
B58ATLANTIC FAMILY WEALTH, LLC
CRD 171062
FL$210.1M2LPL Financial
B57MASUS FINANCIAL GROUP, LTD.
CRD 174339
IL$190.6M3LPL Financial
B55LATKO WEALTH MANAGEMENT, LTD.
CRD 282423
IL$327.2M2LPL Financial
B54LIZARD INVESTORS LLC
CRD 147284
IL$232.8MState Street
B54SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543
IL$599.6M16LPL Financial
C48TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD 142728
IL$755.4M22LPL Financial
C47PW ADVISORS, LLC
CRD 336499
FL$131.8M3LPL Financial
C44INCA INVESTMENTS, LLC
CRD 131194
FL$569.6M1State Street
C44JACKSONVILLE WEALTH MANAGEMENT, LLC
CRD 309312
FL$533.5M5LPL Financial
C43BRENTVIEW INVESTMENT MANAGEMENT, LLC
CRD 300409
IL$233.4M3LPL Financial
C43CYCAP PARTNERS, LLC
CRD 335347
FL$143.2M4LPL Financial
C42CEREDEX VALUE ADVISORS LLC
CRD 146023
FL$3.43B1State Street
C42PMG WEALTH MANAGEMENT, INC.
CRD 285899
IL$198.3M4LPL Financial
C41IBEX WEALTH ADVISORS, LLC
CRD 168674
FL$1.28B8LPL Financial
C40WALSH & ASSOCIATES, LLC
CRD 144441
FL$827.7M9LPL Financial
C40HARRIS ASSOCIATES LP
CRD 106960
IL$109.48B4State Street
C39SEGALL BRYANT & HAMILL, LLC
CRD 106505
IL$22.64B2LPL Financial
C39WEALTH ADVISORS OF TAMPA BAY LLC
CRD 162724
FL$456.8M4LPL Financial
C38TSFG, LLC
CRD 172555
IL$997.2M13LPL Financial
C37SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD 169274
FL$571.2M3LPL Financial
C36GREENSTONE BELT WEALTH ADVISORS, LLC
CRD 335862
IL$260.1M5LPL Financial
C36PSI ADVISORS, LLC
CRD 285880
FL$800.9M11LPL Financial
C35RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC
CRD 168346
IL$906.2M4LPL Financial
C34HORIZON WEALTH MANAGEMENT, LLC
CRD 170255
IL$1.08B6LPL Financial
C34RD LEWIS HOLDINGS, INC.
CRD 156073
FL$256.8M2LPL Financial
C33PANORAMIKA ADVISORS INC.
CRD 172737
FL$1.05BState Street
C33RREEF AMERICA L.L.C.
CRD 109596
IL$34.34BState Street
C33WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CRD 173961
IL$65.60BState Street
C30ORBA WEALTH ADVISORS, LLC
CRD 297351
IL$136.9M2LPL Financial
C30LOOP CAPITAL ASSET MANAGEMENT - TCH LLC
CRD 149280
FL$10.81B2State Street
C30RWC ASSET ADVISORS (US) LLC
CRD 166517
FL$4.38BState Street
C29PANDORA WEALTH, INC.
CRD 331816
IL$285.0M3LPL Financial
C29HIGHPOINT ADVISOR GROUP, LLC
CRD 316636
IL$4.78B50LPL Financial
C29BCU WEALTH ADVISORS, LLC
CRD 164173
IL$653.6M16LPL Financial
C28QUAD CITY INVESTMENT ADVISORS, LLC
CRD 112187
IL$408.0M6LPL Financial
C28OPINICUS CAPITAL, INC.
CRD 168344
FL$297.1M4LPL Financial
C28GCM GROSVENOR WEALTH L.P.
CRD 340054
IL$0State Street
C27IHT WEALTH MANAGEMENT LLC
CRD 171481
IL$9.80B50LPL Financial
C26MARTIN INVESTMENT MANAGEMENT, LLC
CRD 105381
FL$888.1M2State Street
C26HARBOR CAPITAL ADVISORS, INC.
CRD 113042
IL$67.64B11State Street
C26GOOD LIFE ADVISORS, LLC
CRD 171898
FL$4.35B50LPL Financial
C26HEITMAN REAL ESTATE SECURITIES LLC
CRD 107134
IL$1.82BState Street
C26BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC
CRD 337770
IL$4.42BState Street
C24DAKOTA WEALTH, LLC
CRD 297987
FL$6.94B50LPL Financial
C24GREAT LAKES ADVISORS, LLC
CRD 110757
IL$16.16B18LPL Financial
C22RIALTO CAPITAL MANAGEMENT, LLC
CRD 159998
FL$21.73BState Street
C22BLUE OWL REAL ESTATE CAPITAL LLC
CRD 165132
IL$67.88BState Street
C22M&G INVESTMENTS (USA) INC.
CRD 305254
IL$14.32BState Street