ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond 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
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8MRaymond James
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James
C45DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD 286575
TN$144.9M3Raymond James
C44BELLWETHER INVESTMENT GROUP, LLC
CRD 148114
TN$155.1M6Raymond 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
C35KENNEDY INVESTMENT GROUP, INC.
CRD 322605
NJ$633.2M5Raymond James
C33GREENWOOD PINE PARTNERS, LLC
CRD 314679
TN$22.9MShareholders Service Group
C33EAGLE WEALTH STRATEGIES, LLC
CRD 323814
NJ$653.8M9Raymond James
C26AJ CAPITAL MANAGEMENT LLC
CRD 291880
TN$2.64BRaymond James
C21YORKVILLE ADVISORS GLOBAL, LP
CRD 165390
NJ$900.0MRaymond James