ScoreFirmStateAUMAdvisorsCustodian
B59BELL CITY WEALTH, INC.
CRD 326354
OH$163.3M1Raymond James
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James
B57KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811
OH$299.1M2Raymond James
B55M.K. BROWN WEALTH ADVISORY, LLC
CRD 121269
OH$165.5M1Raymond James
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James
B50LECLAIR WEALTH PARTNERS LLC
CRD 332827
OH$363.0M4Raymond James
C46CAPITALWORKS, LLC
CRD 160408
OH$283.9MFolio Institutional
C45VISTA INVESTMENT PARTNERS LLC
CRD 286014
OK$610.6M6Raymond James
C44ATLAS WEALTH LLC
CRD 321832
OH$872.6M4Raymond James
C41TULSA WEALTH ADVISORS, INC.
CRD 337956
OK$1.54B17Raymond James
C40HERITAGE WEALTH MANAGEMENT INC.
CRD 312545
OH$604.7M3Raymond James
C38TRANSCENDENT CAPITAL GROUP LLC
CRD 316872
OK$360.7M9Raymond James
C35KAPSTONE FINANCIAL ADVISORS LLC
CRD 318885
OH$322.3M4Raymond James
C34RIGHTWEALTH ADVISORS, LLC
CRD 300656
OH$229.3M3Raymond James
C33FORMIDABLE ASSET MANAGEMENT, LLC
CRD 167555
OH$903.0M16Raymond James
C33HENSON-EDGEWATER MANAGEMENT, LLC
CRD 135316
OH$225.0M2Raymond James
C33THE STOLPER COMPANY L.L.C.
CRD 132962
OK$356.3M4Raymond James
C32BOND TECH INC
CRD 105979
OH$221.6M2Raymond James
C30SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761
OK$568.2M8Raymond James
C29TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD 321659
OH$474.1M3Raymond James
C25ACORN GROWTH COMPANIES, LC
CRD 164499
OK$893.2MFolio Institutional
C24EDGEWATER CAPITAL MANAGEMENT, LLC
CRD 162735
OH$466.8MFolio Institutional
C22ROCKBRIDGE CAPITAL, LLC
CRD 161078
OH$5.01BFolio Institutional