ScoreFirmStateAUMAdvisorsCustodian
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial
C47NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441
OR$200.0M2LPL Financial
C47ROCK CREEK WEALTH MANAGEMENT, LLC
CRD 336666
OR$101.1M3LPL Financial
C46CARLSON FINANCIAL, INC.
CRD 335831
OR$318.0M4LPL Financial
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial
C45AXIOM WEALTH STRATEGIES, LLC
CRD 313124
OR$124.7M2LPL Financial
C41CROSS FINANCIAL ADVISORS, LLC
CRD 287686
OR$481.8M11LPL Financial
C35AGH WEALTH ADVISORS, LLC
CRD 146796
KS$456.3M6LPL Financial