ScoreFirmStateAUMAdvisorsCustodian
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0MPershing
B64NEW VERNON INVESTMENT MANAGEMENT LLC
CRD 160247
IL$115.5MPershing
B60ACCESS FINANCIAL GROUP, INC.
CRD 33065
IL$302.3M5Raymond James
B58SOUTH GEORGIA CAPITAL, LLC
CRD 146765
IL$134.0M2Pershing
B57H. L. ORMOND & COMPANY, LLC
CRD 313593
NC$401.4M2Raymond James
B55SIGNATURE FINANCIAL SERVICES, LTD
CRD 123729
IL$274.0M13Pershing
B54CROSSGEN WEALTH LLC
CRD 336270
NC$222.8M2Raymond James
C48CAPITAL DEVELOPERS, LLC
CRD 292797
NC$221.5MRaymond James
C48PURSUIT WEALTH MANAGEMENT, LLC
CRD 337709
NC$457.5M4Raymond James
C48TAR RIVER WEALTH PLANNING, LLC
CRD 328530
NC$401.2M5Raymond James
C47PHOENIX WEALTH ADVISORS INC.
CRD 118412
NC$641.4M7Raymond James
C47ONE8ZERO8, LLC
CRD 332702
NC$644.6M4Raymond James
C46UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592
NC$337.8M17Pershing
C44COZAD ASSET MANAGEMENT INC
CRD 104764
IL$2.62B20Pershing
C44SAGE PRIVATE WEALTH GROUP, LLC
CRD 173399
IL$440.8M10Raymond James
C44MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
CRD 337870
NC$02Raymond James
C43COFG ADVISORS, LLC
CRD 333344
IL$1.21B11Raymond James
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C42MUIRFIELD WEALTH ADVISORS LLC
CRD 316071
NC$255.8M2Raymond James
C41HORIZON FAMILY WEALTH, INC.
CRD 315484
IL$278.8M3Raymond James
C40QRG CAPITAL MANAGEMENT, INC.
CRD 305277
IL$11.41B2Pershing
C39SAVANT INVESTMENT ADVISERS, INC.
CRD 121794
IL$162.5M3Pershing
C38FDX ADVISORS, INC.
CRD 104601
IL$832.8MPershing
C37NEW VERNON WEALTH MANAGEMENT LLC
CRD 164775
IL$781.0M1Pershing
C37BUSEY CAPITAL MANAGEMENT, INC.
CRD 128044
IL$493.8M4Raymond James
C36PRECISE INVESTMENT MANAGEMENT, INC.
CRD 282557
IL$186.3M8Pershing
C36DAVIS INVESTMENT PARTNERS, LLC
CRD 318783
NC$390.0M2Raymond James
C36JOEL ADAMS AND ASSOCIATES INC.
CRD 319379
NC$305.6M3Raymond James
C36PORT CAPITAL LLC
CRD 206517
IL$2.85B1Pershing
C35ENVESTNET ASSET MANAGEMENT, INC.
CRD 111694
IL$614.93B50Pershing
C34CL WEALTH MANAGEMENT LLC
CRD 134922
IL$733.6M42Raymond James
C34FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777
NC$465.1M50Pershing
C33CASSIA CAPITAL PARTNERS LLC
CRD 159911
NC$251.2M4Pershing
C33TENET WEALTH PARTNERS, LLC
CRD 339818
IL$03Pershing
C32BENCHMARK INVESTMENT ADVISORS LLC
CRD 159705
IL$329.2M3Pershing
C31FIRST CITIZENS INVESTOR SERVICES, INC.
CRD 44430
NC$2.63B50Pershing
C31ARCHFORD CAPITAL STRATEGIES, LLC
CRD 164482
IL$1.49B16Pershing
C27HORIZON INVESTMENTS LLC
CRD 109552
NC$8.47B27Pershing
C26ALLEN WEALTH MANAGEMENT, LLC
CRD 133038
NC$664.3M3Raymond James
C26MWA FINANCIAL SERVICES, INC.
CRD 112630
IL$640.0M50Pershing
C22WISHBONE MANAGEMENT, LP
CRD 283479
IL$1.12BPershing
C21RELIANT INVESTMENT PARTNERS, LLC
CRD 297369
NC$268.3M3Raymond James
C17FINANCIAL SYMMETRY INCORPORATED
CRD 118443
NC$1.54B15Pershing
C16FLOWSTRAT FINANCIAL PLANNING, LLC
CRD 304041
ILPershing