ScoreFirmStateAUMAdvisorsCustodian
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0MMorgan Stanley
B59NANTUCKET MULTI MANAGERS, LLC
CRD 129024
MI$260.2MLPL Financial
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial
B52MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
CRD 284251
MI$162.7M6LPL Financial
B51HARBORFRONT FINANCIAL LLC
CRD 331763
MI$149.0M4LPL Financial
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial
C44TRUE BLUE FINANCIAL, LLC
CRD 310841
MI$271.5M4LPL Financial
C44PASSAIC PARTNERS LLC
CRD 313290
NJ$2.24BMorgan Stanley
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial
C38CREDIT CAPITAL INVESTMENTS, LLC
CRD 160537
NJ$351.3MMorgan Stanley
C38PARAGON FINANCIAL SERVICES
CRD 164832
VA$383.7M3LPL Financial
C38CROW'S NEST HOLDINGS LP
CRD 316652
VA$636.6MMorgan Stanley
C37COLONIAL RIVER INVESTMENTS, LLC
CRD 284839
VA$464.4M8LPL Financial
C36626 FINANCIAL, LLC
CRD 306474
MI$379.6M5LPL Financial
C35MELONE PRIVATE WEALTH, LLC
CRD 311638
MI$313.2M2LPL Financial
C34DIADEMA PARTNERS LP
CRD 331527
NJ$397.9MMorgan Stanley
C33BLUEVINE ADVISORY LLC
CRD 326599
NJ$8.9MMorgan Stanley
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial
C32BUCHANAN WEALTH MANAGEMENT, LLC
CRD 316629
VA$212.0M2LPL Financial
C31LOWE, BROCKENBROUGH & COMPANY, INC.
CRD 105142
VA$5.49B16Morgan Stanley
C30COLUMBIA CAPITAL, L.P.
CRD 159616
VA$9.10BMorgan Stanley
C30BUTTONWOOD WEALTH, LLC
CRD 305896
VA$425.3M6LPL Financial
C28ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744
NJ$859.8M19LPL Financial
C26PGIM CUSTOM HARVEST LLC
CRD 290235
NJ$6.90BMorgan Stanley
C25NORTHWEST FINANCIAL ADVISORS LLC
CRD 166769
VA$1.24B19LPL Financial
C24VAN LEEUWEN & COMPANY, LLC
CRD 126447
NJLPL Financial
C24NAVIMED CAPITAL ADVISORS, LLC
CRD 169508
VA$904.9MMorgan Stanley
C23INVESTURE, LLC
CRD 130099
VA$38.52B1Morgan Stanley
C15LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235
VA$289.8M7LPL Financial
C12YG PARTNERS, LLC
CRD 168677
NJMorgan Stanley