ScoreFirmStateAUMAdvisorsCustodian
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James
C44EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
CT$310.5M5LPL Financial
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial
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
C35HILTON HEAD CAPITAL PARTNERS, LLC
CRD 299375
SC$409.5M6Raymond James
C33WARNER GROUP LLC
CRD 334877
CT$458.5M8LPL Financial
C33WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
CT$231.1M2Raymond James
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial
C32OBJECTIVITY SQUARED, LLC
CRD 311052
SC$487.8M4Raymond James
C32INTENTIONAL, LLC
CRD 318570
SC$175.8M3Raymond James
C28PORTFOLIO ADVISORS LLC
CRD 105981
CT$47.84BRaymond James
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial
C24CF PRIVATE EQUITY, INC.
CRD 110657
CT$15.78B1Raymond James
C24KLINE HILL PARTNERS LP
CRD 283283
CT$11.71BRaymond James
C21CORE COMPLIANCE GROUP, LLC
CRD 306661
SC$338.4M10LPL Financial
C19MTM INVESTMENT MANAGEMENT, LLC
CRD 297500
SC$678.1M5Raymond James