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
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8MRaymond 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
C50HAVEN GLOBAL PARTNERS, LLC
CRD 289472
GA$1.45B1State Street
C46HARDING LOEVNER LP
CRD 104543
NJ$32.06BState Street
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
C42GALLIARD CAPITAL MANAGEMENT, LLC
CRD 106487
MN$80.27BState Street
C37COLUMBUS HILL CAPITAL MANAGEMENT, L.P.
CRD 158336
NJ$1.61BState Street
C37INVESCO ADVISERS, INC.
CRD 105360
GA$749.52B50State Street
C35KENNEDY INVESTMENT GROUP, INC.
CRD 322605
NJ$633.2M5Raymond James
C35PGIM QUANTITATIVE SOLUTIONS LLC
CRD 129752
NJ$110.95B1State Street
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James
C33SECURIAN ASSET MANAGEMENT, INC.
CRD 109905
MN$41.56BState Street
C33EAGLE WEALTH STRATEGIES, LLC
CRD 323814
NJ$653.8M9Raymond James
C32LORD, ABBETT & CO. LLC
CRD 110391
NJ$270.39B50State Street
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James
C30PEREGRINE CAPITAL MANAGEMENT, LLC
CRD 110052
MN$4.07B3State Street
C30PGIM, INC.
CRD 105676
NJ$1131.64B3State Street
C30METLIFE INVESTMENT MANAGEMENT, LLC
CRD 142463
NJ$563.78BState Street
C30BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD 108928
NJ$676.69B50State Street
C29EARNEST PARTNERS LLC
CRD 107926
GA$42.61B1State Street
C27LORD ABBETT PRIVATE CREDIT ADVISOR LLC
CRD 332701
NJ$1.28BState Street
C24THRIVENT FINANCIAL FOR LUTHERANS
CRD 115785
MN$128.73BState Street
C22FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD 220515
GA$773.4M6Raymond James
C22JACOBS LEVY EQUITY MANAGEMENT INC
CRD 107022
NJ$28.01B5State Street
C22CPC ADVISORS, LLC
CRD 111025
GA$1.68B17Raymond James
C21YORKVILLE ADVISORS GLOBAL, LP
CRD 165390
NJ$900.0MRaymond James
C21CONSCIOUS WEALTH INVESTMENTS, LLC
CRD 319143
GA$272.8M4Raymond James
C19CHATHAM ASSET MANAGEMENT, LLC
CRD 157517
NJ$8.27BState Street
C14MEADOW CREEK WEALTH ADVISORS, LLC
CRD 297796
GA$728.0M5Raymond James