ScoreFirmStateAUMAdvisorsCustodian
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James
A72MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
GA$115.7M3Pershing
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
B60THE STRATEGIC FINANCIAL ALLIANCE, INC.
CRD 126514
GA$382.0M50Pershing
B59BELL CITY WEALTH, INC.
CRD 326354
OH$163.3M1Raymond James
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B57KEIDAN FINANCIAL CONSULTANTS LLC
CRD 108093
OH$574.9M2Pershing
B57KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811
OH$299.1M2Raymond James
B56PHORCYS CAPITAL PARTNERS, LLC
CRD 285635
GA$191.5MPershing
B55M.K. BROWN WEALTH ADVISORY, LLC
CRD 121269
OH$165.5M1Raymond James
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James
B51FINANCIAL MANAGEMENT STRATEGIES, INC.
CRD 120818
OH$714.2M19Pershing
B51RIDGE CAPITAL MANAGEMENT, LLC
CRD 127200
GA$186.0M3Pershing
B50LECLAIR WEALTH PARTNERS LLC
CRD 332827
OH$363.0M4Raymond James
C49HENDLEY & CO INC
CRD 110465
OH$445.0M2Pershing
C48CLUTTERBUCK CAPITAL MANAGEMENT LLC
CRD 140082
OH$233.4MPershing
C47FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
CRD 316955
OH$233.7M3Pershing
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James
C44ATLAS WEALTH LLC
CRD 321832
OH$872.6M4Raymond James
C43NEPSIS, INC.
CRD 141203
MN$344.5M14Pershing
C43WILLIS INVESTMENT COUNSEL INC
CRD 111042
GA$4.23B6Pershing
C42PSC CAPITAL PARTNERS LLC
CRD 165620
MN$240.8MPershing
C42MAESTRIA PARTNERS LLC
CRD 328822
GA$350.4MPershing
C41JAMES REED FINANCIAL SERVICES, INC.
CRD 112179
OH$388.6M4Pershing
C40HERITAGE WEALTH MANAGEMENT INC.
CRD 312545
OH$604.7M3Raymond James
C39PRCE MANAGEMENT LLC
CRD 312533
GA$22.2MPershing
C39ABLES, IANNONE, MOORE & ASSOCIATES, INC.
CRD 126942
GA$258.7M5Pershing
C38VANTAGE FINANCIAL GROUP, INC.
CRD 105950
OH$866.9M21Pershing
C38FSAM LLC
CRD 287851
GA$138.4M15Pershing
C35KAPSTONE FINANCIAL ADVISORS LLC
CRD 318885
OH$322.3M4Raymond James
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James
C34RIGHTWEALTH ADVISORS, LLC
CRD 300656
OH$229.3M3Raymond James
C34STAIRWAY PARTNERS, LLC
CRD 133157
MN$2.36B4Pershing
C33FORMIDABLE ASSET MANAGEMENT, LLC
CRD 167555
OH$903.0M16Raymond James
C33HENSON-EDGEWATER MANAGEMENT, LLC
CRD 135316
OH$225.0M2Raymond James
C32EHLERS INVESTMENT PARTNERS, LLC
CRD 146385
MN$3.17B6Pershing
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James
C32BOND TECH INC
CRD 105979
OH$221.6M2Raymond James
C32STRONG TOWER ADVISORY SERVICES LLC
CRD 315106
MN$759.2M7Pershing
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James
C30WESBANCO SECURITIES, INC.
CRD 43276
OH$285.9M50Pershing
C29TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD 321659
OH$474.1M3Raymond James
C27PFS INVESTMENTS INC.
CRD 10111
GA$15.54B50Pershing
C27VALMARK ADVISERS INC
CRD 108050
OH$10.17B50Pershing
C25GATEWAY WEALTH, INC.
CRD 106022
OH1Pershing
C24BALENTINE LLC
CRD 152511
GA$5.54B16Pershing
C22FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD 220515
GA$773.4M6Raymond James
C22CPC ADVISORS, LLC
CRD 111025
GA$1.68B17Raymond James