ScoreFirmStateAUMAdvisorsCustodian
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial
B53PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD 150266
NC$136.2M2LPL Financial
C49INDEPENDENT WEALTH ADVISORS, LLC
CRD 328786
NC$195.3M4LPL Financial
C48PROACTIVE WEALTH STRATEGIES, LLC
CRD 318872
GA$315.8M5LPL Financial
C48CAPITAL AND PLANNING, LLC
CRD 321104
GA$193.9M3LPL Financial
C43WELLSPRING WEALTH MANAGEMENT LLC
CRD 134834
GA$584.8M5LPL Financial
C39ALLSPRING FUNDS MANAGEMENT, LLC
CRD 110841
NC$324.65B50LPL Financial
C38THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
CRD 114471
NC$487.1M5Wells Fargo
C38GLOBALT INVESTMENTS LLC
CRD 328039
GA$3.02B12LPL Financial
C36THE JENKINS FINANCIAL GROUP, INC.
CRD 125941
GA$270.1M3LPL Financial
C36NAPLES ASSET MANAGEMENT CO., LLC
CRD 133978
NC$361.8M12LPL Financial
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo
C32TRADEWINDS, LLC
CRD 316415
NC$659.4M10Wells Fargo
C31FOUNDERS FINANCIAL ALLIANCE, LLC
CRD 173011
NC$1.19B31LPL Financial
C31FOREST INVESTMENT ASSOCIATES L.P.
CRD 110163
GA$5.24BWells Fargo
C31HAMILTON CAPITAL PARTNERS, LLC
CRD 314344
GA$444.0M2LPL Financial
C30MPWM ADVISORY SOLUTIONS LLC
CRD 169885
GA$326.9M16LPL Financial
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01BWells Fargo
C28GER LOFTIN WEALTH ADVISORS, LLC
CRD 305359
GA$344.5M6LPL Financial
C28TOTAL SOLUTIONS ENTERPRISE LLC
CRD 318036
NC$305.0M8LPL Financial
C27INDEPENDENT ADVISOR ALLIANCE, LLC
CRD 168267
NC$17.23B50LPL Financial
C27EQUITY INVESTMENT CORPORATION
CRD 283930
GA$3.51B16Wells Fargo
C27FORGE FINANCIAL SERVICES, LLC
CRD 306480
OK$1.46B15LPL Financial
C26CC MANAGEMENT GP, LLC
CRD 168693
NC$1.39BWells Fargo
C26BENEDICT FINANCIAL ADVISORS, INC.
CRD 116690
GA$529.4M8LPL Financial
C24ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
CRD 113106
GA$1.07B16Wells Fargo
C23IFG ADVISORY, LLC
CRD 168012
GA$4.76B50LPL Financial
C23ABSHER WEALTH MANAGEMENT, LLC
CRD 304642
NC$1.26B7Wells Fargo
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo
C23WELLS FARGO INVESTMENT INSTITUTE, INC.
CRD 133204
NC$43.00B49Wells Fargo
C21ASANA PARTNERS, LP
CRD 284477
NC$8.35BLPL Financial
C18PREMIER FINANCIAL SERVICES OF NORTH CAROLINA
CRD 281502
NCLPL Financial
C10NAVIGATION CAPITAL PARTNERS, INC.
CRD 156906
GAWells Fargo