ScoreFirmStateAUMAdvisorsCustodian
B57KEIDAN FINANCIAL CONSULTANTS LLC
CRD 108093
OH$574.9M2Pershing
B51FINANCIAL MANAGEMENT STRATEGIES, INC.
CRD 120818
OH$714.2M19Pershing
C49HENDLEY & CO INC
CRD 110465
OH$445.0M2Pershing
C48CLUTTERBUCK CAPITAL MANAGEMENT LLC
CRD 140082
OH$233.4MPershing
C47FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
CRD 316955
OH$233.7M3Pershing
C46CAPITALWORKS, LLC
CRD 160408
OH$283.9MFolio Institutional
C45BRADLEY WEALTH LLC
CRD 131808
AZ$196.7M3Pershing
C41JAMES REED FINANCIAL SERVICES, INC.
CRD 112179
OH$388.6M4Pershing
C40ABLE FINANCIAL GROUP, LLC
CRD 323646
AZ$732.9M9Pershing
C38VANTAGE FINANCIAL GROUP, INC.
CRD 105950
OH$866.9M21Pershing
C36GALLOWAY ASSET MANAGEMENT LLC
CRD 141091
AZ$17.9M26Pershing
C32J. P. DAVIS, INC.
CRD 289548
AZ$242.0M4Pershing
C30WESBANCO SECURITIES, INC.
CRD 43276
OH$285.9M50Pershing
C27VALMARK ADVISERS INC
CRD 108050
OH$10.17B50Pershing
C25GATEWAY WEALTH, INC.
CRD 106022
OH1Pershing
C24EDGEWATER CAPITAL MANAGEMENT, LLC
CRD 162735
OH$466.8MFolio Institutional
C22ROCKBRIDGE CAPITAL, LLC
CRD 161078
OH$5.01BFolio Institutional
C21BDT & ASSOCIATES, INC.
CRD 288008
AZ$371.1M11Pershing
C20KEY INVESTMENT SERVICES LLC
CRD 136300
OH$8.88B50Pershing
C19NCA FINANCIAL PLANNERS
CRD 120086
OHPershing
C18S.E. THORN & CO.
CRD 113754
AZ4Pershing
C15ASTEROZOA MANAGEMENT LLC
CRD 316870
AZ$103.9M3Pershing