ScoreFirmStateAUMAdvisorsCustodian
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing
B53MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD 147529
VA$522.1M5Pershing
B53COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170
OK$119.0M3Pershing
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
C45OLISTICO WEALTH, LLC
CRD 315028
OK$371.5M4Pershing
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
C40BOK FINANCIAL SECURITIES, INC.
CRD 17530
OK$1.06B50Pershing
C37GENESIS PRIVATE WEALTH, LLC
CRD 315692
VA$482.4M6Wells Fargo
C35HARBOUR CAPITAL ADVISORS, LLC
CRD 157266
VA$701.1M4Pershing
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo
C29CJM WEALTH ADVISERS, LTD.
CRD 107750
VA$1.47B12Pershing
C29DAVENPORT & COMPANY LLC
CRD 1588
VA$24.70B50Pershing
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01BWells Fargo
C25BROWN | MILLER WEALTH MANAGEMENT, LLC
CRD 305742
VA$991.1M11Wells Fargo
C24MASON INVESTMENT ADVISORY SERVICES INC
CRD 111113
VA$15.67B32Pershing
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo
C22OXFORD FINANCE ADVISORS, LLC
CRD 304433
VA$2.41BWells Fargo
C21VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD 311248
VA$393.8M3Wells Fargo
C15NAVY FEDERAL INVESTMENT SERVICES, LLC
CRD 138459
VA$2.10B50Pershing