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
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James
B55AGP FRANKLIN, LLC
CRD 331699
TN$247.1M3Raymond James
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James
C45DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD 286575
TN$144.9M3Raymond James
C44BELLWETHER INVESTMENT GROUP, LLC
CRD 148114
TN$155.1M6Raymond James
C43OPENVIEW ADVISORS, LLC
CRD 316766
MA$839.0MRaymond James
C41MRWM ADVISORS, LLC
CRD 288944
TN$431.7M3Raymond James
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James
C38SOUTHEASTERN ASSET MANAGEMENT INC.
CRD 105276
TN$3.70BShareholders Service Group
C34PUTNAM INVESTMENT MANAGEMENT, LLC
CRD 106629
MA$117.24B50Raymond James
C33GREENWOOD PINE PARTNERS, LLC
CRD 314679
TN$22.9MShareholders Service Group
C28BATTERY MANAGEMENT CORP.
CRD 160921
MA$15.61BRaymond James
C27HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
CRD 139068
MA$6.48BRaymond James
C26AJ CAPITAL MANAGEMENT LLC
CRD 291880
TN$2.64BRaymond 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