ScoreFirmStateAUMAdvisorsCustodian
C45STONECREST WEALTH MANAGEMENT, INC
CRD 311404
AZ$375.8M3Raymond James
C41CAPITAL WEALTH ALLIANCE, LLC
CRD 298257
AZ$300.3M3Raymond James
C34WEALTH MANAGEMENT PARTNERS, LLC
CRD 309790
AZ$793.5M7Raymond James
C25BALBEC CAPITAL MANAGEMENT LP
CRD 284363
AZ$7.99BU.S. Bank