ScoreFirmStateAUMAdvisorsCustodian
A87SILVER LAKE CAPITAL PARTNERS LLC
CRD 329997
TX$211.5M1Raymond James
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
B52BERRY WEALTH GROUP, LP
CRD 327346
TX$274.5M2Raymond James
B51COMMERCE STREET INVESTMENT ADVISOR, LLC
CRD 144278
TX$891.3M13Raymond James
C50STUART INVESTMENT ADVISORS, INC.
CRD 109995
TX$630.5M2Raymond James
C49GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC
CRD 150434
TX$363.4M4Raymond James
C48TEXAS FAMILY WEALTH, LLC
CRD 327332
TX$257.0M4Raymond James
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James
C47CHUNG WU INVESTMENT GROUP, LLC
CRD 170362
TX$147.5M2Raymond James
C45PARKWAY WEALTH MANAGEMENT GROUP, LLC
CRD 333971
TX$1.22B18Raymond James
C43OPENVIEW ADVISORS, LLC
CRD 316766
MA$839.0MRaymond James
C42REDWOOD FAMILY WEALTH LLC
CRD 334013
TX$258.5M2Raymond James
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James
C38CFM WEALTH PARTNERS LLC
CRD 305135
TX$885.8M1Raymond James
C35SCHLEGEL DUNN LLC
CRD 337990
TX$279.1M3Raymond James
C34PUTNAM INVESTMENT MANAGEMENT, LLC
CRD 106629
MA$117.24B50Raymond James
C34ERGUZ, LLC
CRD 168009
TX$889.0M1Raymond James
C33WEATHERGAGE CAPITAL, LLC
CRD 156612
TX$1.36BRaymond James
C33SCHERER FINANCIAL ADVISORY SERVICES, LLC
CRD 317435
TX$158.3M3Raymond James
C33EARLY MCCLINTIC & MCMILLAN, LLC
CRD 288427
TX$652.2M6Raymond James
C28BATTERY MANAGEMENT CORP.
CRD 160921
MA$15.61BRaymond James
C27HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
CRD 139068
MA$6.48BRaymond James
C25ROTH FINANCIAL PARTNERS LLC
CRD 309814
TX$460.1M3Raymond 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
C22PALOGIC VALUE MANAGEMENT, L.P.
CRD 155133
TX$324.9M4Raymond James
C21ALLRED CAPITAL MANAGEMENT, LLC
CRD 297533
TX$493.4M4Raymond James
C20ONE WAY HOLDINGS LLC
CRD 315934
TX$1.81B20Raymond James
C18BATTERY GLOBAL ADVISORS, LLC
CRD 158508
MA$8.37BRaymond James