ScoreFirmStateAUMAdvisorsCustodian
B58JAYKAY WEALTH ADVISORS, INC.
CRD 170192
TX$173.8M3LPL Financial
B55BFI WEALTH SOLUTIONS, LLC
CRD 319185
TX$145.0M1LPL Financial
B52FOREFRONT WEALTH PARTNERS, LLC
CRD 308521
TX$239.8M28LPL Financial
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial
C46STRATEGIC WEALTH MANAGEMENT, LLC
CRD 171908
TX$157.8M2LPL Financial
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial
C44DOVETAIL WEALTH MANAGEMENT, LLC
CRD 291068
TX$333.1M3LPL Financial
C43DIMENSIONAL FUND ADVISORS LP
CRD 106482
TX$1020.36B50State Street
C42SAGE ADVISORY SERVICES LTD CO
CRD 106236
TX$28.43B42LPL Financial
C40WESTWOOD MANAGEMENT CORP
CRD 110269
TX$12.46B14State Street
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial
C37PRINCIPAL GLOBAL INVESTORS, LLC
CRD 109002
IA$427.71B50State Street
C37AMERICAN BEACON ADVISORS, INC.
CRD 105552
TX$59.93B15State Street
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial
C35AGH WEALTH ADVISORS, LLC
CRD 146796
KS$456.3M6LPL Financial
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial
C33AB PRIVATE CREDIT INVESTORS LLC
CRD 173027
TX$11.36BState Street
C31AEGON USA INVESTMENT MANAGEMENT, LLC
CRD 114537
IA$88.80B1State Street
C31STRATEGIC FINANCIAL CONCEPTS, LLC
CRD 141849
TX$927.7M39LPL Financial
C30THIRTEEN TWENTY-TWO ADVISORS, LLC
CRD 339326
TX$07LPL Financial
C30TLWM, LLC
CRD 158305
TX$605.4M9LPL Financial
C29RANGER INVESTMENT MANAGEMENT,L.P.
CRD 124414
TX$1.48BState Street
C26DEAN, JACOBSON FINANCIAL SERVICES, LLC
CRD 115879
TX$519.4M6LPL Financial
C25MSC ADVISER I, LLC
CRD 169939
TX$1.73BState Street
C25STELLUS CAPITAL MANAGEMENT, LLC
CRD 160115
TX$3.51BState Street
C22SIXTH STREET ADVISERS, LLC
CRD 159014
TX$101.61BState Street
C22FIVE POINT INFRASTRUCTURE LLC
CRD 171158
TX$7.05B1State Street
C22OGAM, LP
CRD 287919
TX$8.69BState Street
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial
C13GARRETT WEALTH ADVISORY GROUP, LLC
CRD 173563
TX$969.8M19LPL Financial