ScoreFirmStateAUMAdvisorsCustodian
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James
B51CLEAR INVESTMENT RESEARCH, LLC
CRD 172685
GA$4.19B3State Street
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James
B50BEYOND FINANCIAL SERVICES
CRD 286350
CA$176.7M1Raymond James
C50HAVEN GLOBAL PARTNERS, LLC
CRD 289472
GA$1.45B1State Street
C47DIMENSIONS WEALTH MANAGEMENT, LLC
CRD 298928
CA$152.1M2Raymond James
C46RICE HALL JAMES & ASSOCIATES LLC
CRD 125410
CA$1.74B6State Street
C46ACME, LLC
CRD 168736
CA$767.5MRaymond James
C45CENTRAL VALLEY ADVISORS, LLC
CRD 324974
CA$633.7M7Raymond James
C45STADION MONEY MANAGEMENT, LLC
CRD 112608
GA$2.69B13State Street
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James
C44R SQUARED BM LLC
CRD 308920
CA$3.35B4State Street
C42METROPOLITAN WEST ASSET MANAGEMENT LLC
CRD 104571
CA$78.52BState Street
C42GALLIARD CAPITAL MANAGEMENT, LLC
CRD 106487
MN$80.27BState Street
C42HONTE ADVISORS LLC
CRD 308341
CA$417.7MState Street
C41MEKETA FIDUCIARY MANAGEMENT, LLC
CRD 323605
CA$20.14BState Street
C40TENNENBAUM CAPITAL PARTNERS, LLC
CRD 113203
CA$3.16BState Street
C40PASSPORT CAPITAL, LLC
CRD 134484
CA$532.4MRaymond James
C39STRATEGIC GLOBAL ADVISORS, LLC
CRD 286019
CA$3.03BState Street
C38KACHKOVSKY & FISHER, INC.
CRD 117811
CA$305.1M3Raymond James
C37INVESCO ADVISERS, INC.
CRD 105360
GA$749.52B50State Street
C36CLARIVEST ASSET MANAGEMENT LLC
CRD 139785
CA$3.05BRaymond James
C35A16Z PERENNIAL MANAGEMENT, L.P.
CRD 324429
CA$2.74BRaymond James
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James
C33HERCULES ADVISER LLC
CRD 310662
CA$1.56BState Street
C33SECURIAN ASSET MANAGEMENT, INC.
CRD 109905
MN$41.56BState Street
C33SANCUS CAPITAL MANAGEMENT LP
CRD 157121
CA$618.9MRaymond James
C33C.M. CAPITAL ADVISORS, LLC
CRD 157529
CA$1.96BRaymond James
C32TCW ASSET MANAGEMENT COMPANY LLC
CRD 105742
CA$81.18BState Street
C32MCMORGAN & COMPANY LLC
CRD 115060
CA$7.61B1State Street
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James
C31LEADING EDGE INVESTMENT ADVISORS,LLC
CRD 136476
CA$5.17BState Street
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James
C31MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC
CRD 106054
CA$6.63BState Street
C30CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
CRD 312837
CA$42.71B50State Street
C30METZLER-PAYDEN, LLC
CRD 108870
CA$1.26BState Street
C30IM GLOBAL PARTNER FUND MANAGEMENT LLC
CRD 110005
CA$3.97B1State Street
C30PEREGRINE CAPITAL MANAGEMENT, LLC
CRD 110052
MN$4.07B3State Street
C29EARNEST PARTNERS LLC
CRD 107926
GA$42.61B1State Street
C29AMITY VENTURES, LLC
CRD 290313
CA$1.74BRaymond James
C29PANTHEON VENTURES (US) LP
CRD 153425
CA$87.69BState Street
C28ARCHER CAPITAL GROUP MANAGEMENT, LLC
CRD 317047
CA$659.6MRaymond James
C26NEWVIEW CAPITAL MANAGEMENT, LLC
CRD 298161
CA$3.86BRaymond James
C26SMASH VENTURES MANAGEMENT COMPANY LP
CRD 299799
CA$3.46BRaymond James
C25FISHER LYNCH CAPITAL, LLC
CRD 160694
CA$9.52BState Street
C25AKKADIAN VENTURES, INC.
CRD 171036
CA$841.2MRaymond James