ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6MRaymond James
B57BNB WEALTH MANAGEMENT, LLC
CRD 107702
MD$264.6M4Raymond James
B57WEALTHPLANS, LLC
CRD 311560
MD$219.6M1Raymond James
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James
C44ACCORDANT ADVISORY GROUP, INC.
CRD 117474
MD$278.0M2Raymond James
C43LAW & ASSOCIATES INC
CRD 105350
MD$326.6M3Raymond James
C43OPENVIEW ADVISORS, LLC
CRD 316766
MA$839.0MRaymond James
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James
C35GUNPOWDER CAPITAL MANAGEMENT, LLC
CRD 314867
MD$340.4M5Raymond James
C34PUTNAM INVESTMENT MANAGEMENT, LLC
CRD 106629
MA$117.24B50Raymond James
C28BATTERY MANAGEMENT CORP.
CRD 160921
MA$15.61BRaymond James
C27HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
CRD 139068
MA$6.48BRaymond James
C24DAVIS INVESTMENT VENTURES, LLC
CRD 161888
MA$2.05BRaymond James
C24THL MANAGERS VII, LLC
CRD 171042
MA$21.48BRaymond James
C23EQUITY RESOURCE INVESTMENTS, LLC
CRD 161186
MA$1.34BRaymond James
C18BATTERY GLOBAL ADVISORS, LLC
CRD 158508
MA$8.37BRaymond James