ScoreFirmStateAUMAdvisorsCustodian
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
B53PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD 150266
NC$136.2M2LPL Financial
C49INDEPENDENT WEALTH ADVISORS, LLC
CRD 328786
NC$195.3M4LPL Financial
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial
C39ALLSPRING FUNDS MANAGEMENT, LLC
CRD 110841
NC$324.65B50LPL Financial
C36NAPLES ASSET MANAGEMENT CO., LLC
CRD 133978
NC$361.8M12LPL Financial
C35AGH WEALTH ADVISORS, LLC
CRD 146796
KS$456.3M6LPL Financial
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial
C31FOUNDERS FINANCIAL ALLIANCE, LLC
CRD 173011
NC$1.19B31LPL Financial
C28TOTAL SOLUTIONS ENTERPRISE LLC
CRD 318036
NC$305.0M8LPL Financial
C27INDEPENDENT ADVISOR ALLIANCE, LLC
CRD 168267
NC$17.23B50LPL Financial
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial
C21ASANA PARTNERS, LP
CRD 284477
NC$8.35BLPL Financial
C21CORE COMPLIANCE GROUP, LLC
CRD 306661
SC$338.4M10LPL Financial
C18PREMIER FINANCIAL SERVICES OF NORTH CAROLINA
CRD 281502
NCLPL Financial