ScoreFirmStateAUMAdvisorsCustodian
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0MPershing
B53MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD 147529
VA$522.1M5Pershing
B51TAYLOR FINANCIAL GROUP, INC.
CRD 116744
VA$410.0M4Pershing
C49INTEGRATED FINANCIAL SOLUTIONS, INC.
CRD 112038
VA$303.3M8Pershing
C47NORTON CAPITAL MANAGEMENT, INC.
CRD 110398
VA$136.6M1Pershing
C46UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592
NC$337.8M17Pershing
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C43AEGIS FINANCIAL CORPORATION
CRD 111587
VA$1.37B2Pershing
C43CASSADAY & CO WEALTH MANAGEMENT LLC
CRD 317672
VA$7.14B43Pershing
C41EVR RESEARCH LP
CRD 283385
VA$365.0MPershing
C38THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
CRD 114471
NC$487.1M5Wells Fargo
C37GENESIS PRIVATE WEALTH, LLC
CRD 315692
VA$482.4M6Wells Fargo
C35HARBOUR CAPITAL ADVISORS, LLC
CRD 157266
VA$701.1M4Pershing
C34FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777
NC$465.1M50Pershing
C33CASSIA CAPITAL PARTNERS LLC
CRD 159911
NC$251.2M4Pershing
C32TRADEWINDS, LLC
CRD 316415
NC$659.4M10Wells Fargo
C31FIRST CITIZENS INVESTOR SERVICES, INC.
CRD 44430
NC$2.63B50Pershing
C29CJM WEALTH ADVISERS, LTD.
CRD 107750
VA$1.47B12Pershing
C29DAVENPORT & COMPANY LLC
CRD 1588
VA$24.70B50Pershing
C27HORIZON INVESTMENTS LLC
CRD 109552
NC$8.47B27Pershing
C26CC MANAGEMENT GP, LLC
CRD 168693
NC$1.39BWells Fargo
C25BROWN | MILLER WEALTH MANAGEMENT, LLC
CRD 305742
VA$991.1M11Wells Fargo
C24MASON INVESTMENT ADVISORY SERVICES INC
CRD 111113
VA$15.67B32Pershing
C23ABSHER WEALTH MANAGEMENT, LLC
CRD 304642
NC$1.26B7Wells Fargo
C23WELLS FARGO INVESTMENT INSTITUTE, INC.
CRD 133204
NC$43.00B49Wells Fargo
C22OXFORD FINANCE ADVISORS, LLC
CRD 304433
VA$2.41BWells Fargo
C21VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD 311248
VA$393.8M3Wells Fargo
C17FINANCIAL SYMMETRY INCORPORATED
CRD 118443
NC$1.54B15Pershing
C15NAVY FEDERAL INVESTMENT SERVICES, LLC
CRD 138459
VA$2.10B50Pershing