ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James
A77BH ASSET MANAGEMENT, LLC
CRD 152117
NY$117.0MFidelity
A75TERRA NOVA ASSET MANAGEMENT LLC
CRD 111676
NY$220.2M2Fidelity
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity
A73REIK & CO., LLC
CRD 142414
NY$322.1M4Fidelity
A66ADIRONDACK RESEARCH & MANAGEMENT INC.
CRD 130987
NY$126.1MFidelity
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
B61DYNAMIC TRADING MANAGEMENT, LLC.
CRD 142638
NY$116.6M1Fidelity
B60TIMBER POINT CAPITAL MANAGEMENT LLC
CRD 307366
NY$188.3MFidelity
B59GAGNON ADVISORS, LLC
CRD 161697
NY$187.3MFidelity
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity
B57C.W. O'CONNER WEALTH ADVISORS, INC.
CRD 125646
GA$264.6M3Fidelity
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B57WALNUT INVESTMENT SERVICES LLC
CRD 113666
NY$94.0M2Fidelity
B55FIVE ELEVEN FAMILY OFFICE LLC
CRD 334002
NY$162.7M3Fidelity
B55PURA VIDA INVESTMENTS, LLC
CRD 166703
NY$91.5MFidelity
B55MAVEN CAPITAL PARTNERS, LLC
CRD 300626
GA$152.9M5Fidelity
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James
B53WINTHROP PARTNERS - WPA, LLC
CRD 282102
NY$44.1M2Raymond James
B53CFS WEALTH MANAGEMENT, LLC
CRD 135579
GA$189.1M5Fidelity
B52EMPERY ASSET MANAGEMENT, LP
CRD 148180
NY$262.5MFidelity
B51ARROW INVESTMENT MANAGEMENT, LLC
CRD 334614
NY$85.6MRaymond James
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James
B51SHUFRO, ROSE & CO., LLC
CRD 3403
NY$2.46B12Fidelity
B51CRESCENT HILL PARTNERS LLC
CRD 166276
NY$298.8M1Fidelity
B51RETIREMENT PLANNING GROUP, LLC
CRD 310647
NY$375.4M4Fidelity
B50ADVANCED ADVISOR GROUP, LLC
CRD 140393
MN$10.9M50Fidelity
B50REICON WEALTH ADVISORS, LLC
CRD 315043
GA$220.1M5Fidelity
C49LIFECAPITAL PARTNERS LLC
CRD 337455
NY$133.2M3Fidelity
C49ALLIANCE CONSUMER GROWTH, LLC
CRD 163639
NY$857.9MRaymond James
C48CORE ALPHA, INC.
CRD 119635
NY$146.1M3Fidelity
C48OBERON ASSET MANAGEMENT, LLC
CRD 123494
NY$232.7M1Fidelity
C48INDEPENDENT FAMILY OFFICE, LLC
CRD 144811
NY$760.1M3Fidelity
C47COLLINS ADVISORS, LLC
CRD 129270
NY$176.4M2Raymond James
C47MERKKURI WEALTH ADVISORS LLC
CRD 330164
NY$204.1M3Fidelity
C47HUNTING HILL GLOBAL CAPITAL, LLC
CRD 167481
NY$373.0MFidelity
C46MAIN STREET FINANCIAL LLC
CRD 118130
NY$71.1M3Fidelity
C46CONTEGO CAPITAL GROUP, INC.
CRD 128518
MN$88.0M9Fidelity
C46MOUNTAIN VIEW STRATEGIC WEALTH, LLC
CRD 154295
NY$62.5M1Fidelity
C46LK FINANCIAL PLANNING LLC
CRD 160539
NY$86.9M1Fidelity
C46BROADWAY ADVISOR GROUP
CRD 324281
NY$214.9M2Fidelity
C45NEXWAVE CAPITAL PARTNERS LLC
CRD 241788
NY$997.8MFidelity
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James
C45COUNTRYSIDE FINANCIAL LLC
CRD 337489
NY$73.2M3Fidelity
C43CYGNUS CAPITAL ADVISORS, LLC
CRD 323041
GA$229.7MFidelity
C42DOUGHERTY WEALTH ADVISERS LLC
CRD 143138
MN$505.4M3Fidelity
C42WINTHROP PARTNERS - EPA, LLC
CRD 282098
NY$82.2M3Raymond James
C42LAWLEY RETIREMENT ADVISORS, LLC
CRD 282786
NY$2.13B9Fidelity