ScoreFirmStateAUMAdvisorsCustodian
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL 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
C45AXIOM WEALTH STRATEGIES, LLC
CRD 313124
OR$124.7M2LPL Financial
C41CROSS FINANCIAL ADVISORS, LLC
CRD 287686
OR$481.8M11LPL Financial
C38PARAGON FINANCIAL SERVICES
CRD 164832
VA$383.7M3LPL Financial
C37COLONIAL RIVER INVESTMENTS, LLC
CRD 284839
VA$464.4M8LPL Financial
C32BUCHANAN WEALTH MANAGEMENT, LLC
CRD 316629
VA$212.0M2LPL Financial
C30BUTTONWOOD WEALTH, LLC
CRD 305896
VA$425.3M6LPL Financial
C25NORTHWEST FINANCIAL ADVISORS LLC
CRD 166769
VA$1.24B19LPL Financial
C15LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235
VA$289.8M7LPL Financial