ScoreFirmStateAUMAdvisorsCustodian
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
C46FORESTER CAPITAL, L.L.C.
CRD 160806
CT$1.07BState Street
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James
C39SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270
CT$192.1M3Raymond James
C39GREENSLEDGE ASSET MANAGEMENT LLC
CRD 307732
CT$592.8M1Raymond James
C39HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496
SC$266.2M3Raymond James
C37PERFORMANCE EQUITY MANAGEMENT, LLC
CRD 110207
CT$9.41BState Street
C37AQR CAPITAL MANAGEMENT, LLC
CRD 111883
CT$311.70B1State Street
C36LONE PINE CAPITAL LLC
CRD 156602
CT$21.62BState Street
C35GABELLI & COMPANY INVESTMENT ADVISERS, INC.
CRD 137024
CT$1.48BState Street
C35HILTON HEAD CAPITAL PARTNERS, LLC
CRD 299375
SC$409.5M6Raymond James
C33WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
CT$231.1M2Raymond James
C32DISCOVERY CAPITAL MANAGEMENT, LLC
CRD 161263
CT$6.75BState Street
C32PHILOSMITH CAPITAL CORPORATION
CRD 162082
CT$380.5MState Street
C32OBJECTIVITY SQUARED, LLC
CRD 311052
SC$487.8M4Raymond James
C32INTENTIONAL, LLC
CRD 318570
SC$175.8M3Raymond James
C31VIRTUS CAPITAL ADVISERS, LLC
CRD 107346
CT$1.49B7State Street
C29GRAYSCALE ADVISORS, LLC
CRD 314868
CT$60.6M14State Street
C28PORTFOLIO ADVISORS LLC
CRD 105981
CT$47.84BRaymond James
C25HARTFORD INVESTMENT MANAGEMENT COMPANY
CRD 106699
CT$123.58BState Street
C25COMMONFUND OCIO, INC.
CRD 110689
CT$22.66BState Street
C25GREAT MOUNTAIN PARTNERS LLC
CRD 309528
CT$14.11BState Street
C24CF PRIVATE EQUITY, INC.
CRD 110657
CT$15.78B1Raymond James
C24KLINE HILL PARTNERS LP
CRD 283283
CT$11.71BRaymond James
C23SPROTT ASSET MANAGEMENT USA INC.
CRD 139022
CT$10.12B23State Street
C22VOYA RETIREMENT ADVISORS, LLC
CRD 3989
CT$37.47B50State Street
C20HUDSON BAY CAPITAL MANAGEMENT LP
CRD 155910
CT$40.71BState Street
C19MTM INVESTMENT MANAGEMENT, LLC
CRD 297500
SC$678.1M5Raymond James
C15ARBOUR LANE CAPITAL MANAGEMENT LP
CRD 298198
CT$7.30BState Street