ScoreFirmStateAUMAdvisorsCustodian
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
A72RSD ADVISORS, LLC
CRD 152447
$78.1M1Altruist
A71MUNICIPAL ASSET MANAGEMENT INC
CRD 108320
NY$112.8M3Wells Fargo
A71LIEBLONG & ASSOCIATES, INC.
CRD 42578
AR$197.9M4Wells Fargo
A70O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316
CA$179.1M2Wells Fargo
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0MMorgan Stanley
A65MACKE FINANCIAL ADVISORY GROUP, INC.
CRD 111318
FL$175.7M3Altruist
B65TICINO WEALTH LLC
CRD 335808
CA$400.2M3Wells Fargo
B64DELPHI MANAGEMENT INC
CRD 106042
$116.7MMorgan Stanley
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist
B63NET RETURN ASSET MANAGEMENT LLC
CRD 159895
NY$803.3MMorgan Stanley
B63TOTEM POINT MANAGEMENT, LLC
CRD 169824
NY$144.2MMorgan Stanley
B63CLEARFIELD CAPITAL MANAGEMENT LP
CRD 174981
NY$240.2MMorgan Stanley
B63PLANNING SOLUTIONS INTERNATIONAL LLC
CRD 300043
FL$108.8M1Altruist
B61CGI WEALTH ADVISORS, INC.
CRD 311273
PA$129.4M2Altruist
B60CANDELO CAPITAL MANAGEMENT LP
CRD 307389
NY$178.1MMorgan Stanley
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6MMorgan Stanley
B60OWLHOUSE CAPITAL LP
CRD 328210
NY$145.6MMorgan Stanley
B60MARK J SNYDER FINANCIAL SERVICES INC
CRD 106425
NY$382.0M7Morgan Stanley
B59PERRYRIDGE CAPITAL LP
CRD 331781
CT$226.6MMorgan Stanley
B59MORGAN RIO CAPITAL MANAGEMENT, LLC
CRD 162500
NY$338.7MMorgan Stanley
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley
B59PACIFIC WEALTH ADVISORY SERVICES LLC
CRD 330888
CA$96.3M1Altruist
B58KINGSFORD CAPITAL MANAGEMENT, LLC
CRD 161445
CA$127.0MMorgan Stanley
B58CRESCENT PARK MANAGEMENT, L.P.
CRD 172326
CA$234.4MMorgan Stanley
B58FLIGHT DECK CAPITAL, LP
CRD 311353
CA$358.7MMorgan Stanley
B57AREX CAPITAL MANAGEMENT, LP
CRD 289595
NY$99.4MMorgan Stanley
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0MWells Fargo
B56SEVEN SIX CAPITAL MANAGEMENT, LLC
CRD 299257
NY$185.6MMorgan Stanley
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist
B56BERINGEA, LLC
CRD 161803
MI$269.9MWells Fargo
B56CARLSON CAPITAL, L.P.
CRD 118156
TX$343.8M1Wells Fargo
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo
B55YOST CAPITAL MANAGEMENT, LP
CRD 153082
TX$189.3MMorgan Stanley
B55MICROVEST CAPITAL MANAGEMENT, LLC
CRD 153395
DC$140.3MWells Fargo
B55JOYCE WEALTH MANAGEMENT, LLC
CRD 325221
TX$483.1M3Wells Fargo
B55SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD 332139
CA$424.6M2Wells Fargo
B55INFANGER INVESTMENT TECHNOLOGY, LLC
CRD 112328
CA$494.9M1Wells Fargo
B55FINANCIAL DESIGN GROUP, LLC
CRD 316103
NE$113.4M2Wells Fargo
B54CADEN CAPITAL PARTNERS, LP
CRD 317442
$340.0MMorgan Stanley
B54EMBARK WEALTH MANAGEMENT, LLC
CRD 157950
AZ$57.4M2Altruist
B54POLITAN CAPITAL MANAGEMENT, L.P.
CRD 316047
$855.7MMorgan Stanley
B53LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD 164136
CA$200.9M3Wells Fargo
B53WATERFRONT CAPITAL PARTNERS LLC
CRD 167801
NY$99.3MMorgan Stanley
B53PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
CRD 173288
CA$141.5MMorgan Stanley
B53SWISS USADVISORS LTD.
CRD 158706
$250.0MWells Fargo