ScoreFirmStateAUMAdvisorsCustodian
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James
C45VISTA INVESTMENT PARTNERS LLC
CRD 286014
OK$610.6M6Raymond James
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James
C41TULSA WEALTH ADVISORS, INC.
CRD 337956
OK$1.54B17Raymond James
C39SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270
CT$192.1M3Raymond James
C39GREENSLEDGE ASSET MANAGEMENT LLC
CRD 307732
CT$592.8M1Raymond James
C38TRANSCENDENT CAPITAL GROUP LLC
CRD 316872
OK$360.7M9Raymond James
C33WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
CT$231.1M2Raymond James
C33THE STOLPER COMPANY L.L.C.
CRD 132962
OK$356.3M4Raymond James
C30SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761
OK$568.2M8Raymond James
C28PORTFOLIO ADVISORS LLC
CRD 105981
CT$47.84BRaymond James
C24CF PRIVATE EQUITY, INC.
CRD 110657
CT$15.78B1Raymond James
C24KLINE HILL PARTNERS LP
CRD 283283
CT$11.71BRaymond James