ScoreFirmStateAUMAdvisorsCustodian
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing
A65THE WEALTH COACH, LLC
CRD 144588
TX$219.6M3Pershing
B58DDELTA REAL ESTATE INVESTMENTS INC.
CRD 326662
TX$169.6M1Pershing
B57KEIDAN FINANCIAL CONSULTANTS LLC
CRD 108093
OH$574.9M2Pershing
B57KERCHEVILLE ADVISORS LLC
CRD 169471
TX$554.7M3Pershing
B56CARLSON CAPITAL, L.P.
CRD 118156
TX$343.8M1Wells Fargo
B55JOYCE WEALTH MANAGEMENT, LLC
CRD 325221
TX$483.1M3Wells Fargo
B55NEXUS ONE FINANCIAL ADVISORS LLC
CRD 336809
TX$552.0M6Pershing
B54SCALAR GAUGE MANAGEMENT, LLC
CRD 287991
TX$199.4MPershing
B54PROMUS ASSET MANAGEMENT, LLC
CRD 157484
TX$384.6M4Pershing
B53MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD 147529
VA$522.1M5Pershing
B51FINANCIAL MANAGEMENT STRATEGIES, INC.
CRD 120818
OH$714.2M19Pershing
B51TAYLOR FINANCIAL GROUP, INC.
CRD 116744
VA$410.0M4Pershing
B50JACKSON HILL ADVISORS, LLC
CRD 284162
TX$217.9MPershing
C50BUCKHORN RESOURCES, LP
CRD 226647
TX$248.5MWells Fargo
C49HENDLEY & CO INC
CRD 110465
OH$445.0M2Pershing
C49INTEGRATED FINANCIAL SOLUTIONS, INC.
CRD 112038
VA$303.3M8Pershing
C49SHELTON WEALTH MANAGEMENT, LLC
CRD 312686
TX$364.5M4Wells Fargo
C48CLUTTERBUCK CAPITAL MANAGEMENT LLC
CRD 140082
OH$233.4MPershing
C48MCGOWAN GROUP ASSET MANAGEMENT, INC.
CRD 154127
TX$1.08B7Pershing
C48RPOA ADVISORS, INC.
CRD 157222
TX$3.59B37Pershing
C47FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
CRD 316955
OH$233.7M3Pershing
C47HAZOOR PARTNERS, LLC
CRD 289744
TX$330.7MPershing
C47NORTON CAPITAL MANAGEMENT, INC.
CRD 110398
VA$136.6M1Pershing
C46HODGES CAPITAL MANAGEMENT INC
CRD 110080
TX$1.24B10Wells Fargo
C46EIGHT 31 FINANCIAL, LLC
CRD 327632
TX$532.4M4Pershing
C44SAROFIM REALTY ADVISORS LLC
CRD 106931
TX$1.16BWells Fargo
C43AEGIS FINANCIAL CORPORATION
CRD 111587
VA$1.37B2Pershing
C43CASSADAY & CO WEALTH MANAGEMENT LLC
CRD 317672
VA$7.14B43Pershing
C43RHODES INVESTMENT ADVISORS, INC.
CRD 114245
TX$376.3M9Wells Fargo
C42MULTICOIN CAPITAL MANAGEMENT, LLC
CRD 297302
TX$2.69BPershing
C41JAMES REED FINANCIAL SERVICES, INC.
CRD 112179
OH$388.6M4Pershing
C41SANDERS MORRIS LLC
CRD 20580
TX$576.1M25Pershing
C41EVR RESEARCH LP
CRD 283385
VA$365.0MPershing
C40RIA GLOBAL RESEARCH, LLC
CRD 332608
TX$928K2Pershing
C40PROSPERA FINANCIAL SERVICES, INC.
CRD 10740
TX$12.44B50Wells Fargo
C38VANTAGE FINANCIAL GROUP, INC.
CRD 105950
OH$866.9M21Pershing
C38ROG VI L.L.C.
CRD 285639
TX$561.3MWells Fargo
C37GENESIS PRIVATE WEALTH, LLC
CRD 315692
VA$482.4M6Wells Fargo
C35NEXADVISORS, LLC
CRD 317477
TX$26.1M2Pershing
C35HARBOUR CAPITAL ADVISORS, LLC
CRD 157266
VA$701.1M4Pershing
C35BANORTE VENTURES LTD.
CRD 335283
TX$52K8Pershing
C35QUANTUM ADVISERS, LLC
CRD 160267
TX$490.6MWells Fargo
C35MEYERS WEALTH MANAGEMENT, LLC
CRD 289801
OH$1.93B9Wells Fargo
C33ALTA FOX CAPITAL MANAGEMENT, LLC
CRD 295816
TX$821.4MPershing
C32S.B. VALUE PARTNERS, L.P.
CRD 139162
TX$3.89B7Pershing
C32PARADIGM GLOBAL INVESTORS, LLC
CRD 338287
TX$3.03B2Pershing
C31CROW HOLDINGS CAPITAL PARTNERS, L.L.C.
CRD 156925
TX$14.45B9Pershing
C31SENDERO WEALTH MANAGEMENT, LLC
CRD 145594
TX$6.51B21Pershing
C31PROSIGHT MANAGEMENT, LP
CRD 148791
TX$1.04B1Wells Fargo