ScoreFirmStateAUMAdvisorsCustodian
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James
B64PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289
PA$426.0M6Raymond James
C47EAGLE INVESTMENT ADVISORS, LLC
CRD 144094
PA$186.1M2Raymond James
C47TOWER WEALTH PARTNERS, INC.
CRD 310461
PA$440.4M3Raymond James
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo
C42CORDATUS WEALTH MANAGEMENT LLC
CRD 282871
PA$630.4M6Wells Fargo
C42MASTER'S WEALTH MANAGEMENT INC.
CRD 328693
PA$589.5M9Raymond James
C40RUBENSTEIN PARTNERS, L.P.
CRD 156988
PA$378.9MWells Fargo
C40GLOBAL BETA ADVISORS LLC
CRD 298176
PA$28.8M1Wells Fargo
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James
C38RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC.
CRD 323846
PA$167.2M3Wells Fargo
C34CHARTWELL INVESTMENT PARTNERS, LLC
CRD 170335
PA$12.97B1Raymond James
C34CROSSGATE WEALTH ADVISORS, LLC
CRD 121856
PA$271.9M3Shareholders Service Group
C26CORTEN REAL ESTATE MANAGEMENT LLC
CRD 321897
PA$457.4MWells Fargo
C25LBC CREDIT MANAGEMENT, L.P.
CRD 157628
PA$3.24BWells Fargo
C25ARDEN FUND MANAGEMENT, LLC
CRD 164662
PA$1.11BWells Fargo
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65BWells Fargo
C19KOOMAN & ASSOCIATES
CRD 322163
PA$555.6M8Raymond James
C17CONFLUENCE WEALTH SERVICES, INC.
CRD 311980
PA$6.84B43Raymond James
C13PETREDIS INVESTMENT ADVISORS LLC
CRD 322371
PA$1.69B7Wells Fargo