ScoreFirmStateAUMAdvisorsCustodian
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
B60ACCESS FINANCIAL GROUP, INC.
CRD 33065
IL$302.3M5Raymond James
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James
C49HUNTER STREET PARTNERS, LP
CRD 298142
MN$313.0MU.S. Bank
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James
C44SAGE PRIVATE WEALTH GROUP, LLC
CRD 173399
IL$440.8M10Raymond James
C43STERLING FUND MANAGEMENT, LLC
CRD 160338
IL$461.6MU.S. Bank
C43COFG ADVISORS, LLC
CRD 333344
IL$1.21B11Raymond James
C41HORIZON FAMILY WEALTH, INC.
CRD 315484
IL$278.8M3Raymond James
C37ENVESTNET PORTFOLIO SOLUTIONS, INC.
CRD 109662
IL$17.35B4U.S. Bank
C37BUSEY CAPITAL MANAGEMENT, INC.
CRD 128044
IL$493.8M4Raymond James
C37BMO ASSET MANAGEMENT CORP.
CRD 106466
IL$6.18B1U.S. Bank
C36OFS CLO MANAGEMENT, LLC
CRD 288373
IL$743.9MU.S. Bank
C35WALTON STREET CAPITAL, L.L.C.
CRD 147210
IL$9.76BU.S. Bank
C34CL WEALTH MANAGEMENT LLC
CRD 134922
IL$733.6M42Raymond James
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James
C33NXT CAPITAL INVESTMENT ADVISERS, LLC
CRD 160569
IL$6.48B4U.S. Bank
C32STILLWATER ASSET MANAGEMENT, LLC
CRD 288535
MN$701.4MU.S. Bank
C32RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.
CRD 107173
MN$104.49BU.S. Bank
C32U.S. BANCORP ADVISORS, LLC
CRD 14455
MN$1.80B50U.S. Bank
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James
C31ORIGAMI CAPITAL PARTNERS, LLC
CRD 160054
IL$1.48B1U.S. Bank
C31AGR PARTNERS LLC
CRD 283081
IL$1.17BU.S. Bank
C30NUVEEN ASSET MANAGEMENT, LLC
CRD 155584
IL$280.48B50U.S. Bank
C29ANGEL OAK CAPITAL ADVISORS, LLC
CRD 151090
GA$11.49B1U.S. Bank
C28PPM LOAN MANAGEMENT COMPANY 2, LLC
CRD 297186
IL$2.72BU.S. Bank
C26CASTLELAKE, L.P.
CRD 145165
MN$35.29B1U.S. Bank
C25SHOREVIEW INDUSTRIES V, LLC
CRD 156686
MN$1.17BU.S. Bank
C25FREEPORT FINANCIAL PARTNERS LLC
CRD 166682
IL$4.07BU.S. Bank
C25U.S. BANCORP ASSET MANAGEMENT, INC.
CRD 111912
MN$427.48BU.S. Bank
C22FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD 220515
GA$773.4M6Raymond James
C22CPC ADVISORS, LLC
CRD 111025
GA$1.68B17Raymond James
C22MONROE CAPITAL MANAGEMENT ADVISORS LLC
CRD 157073
IL$18.56BU.S. Bank
C22ANTARES CAPITAL ADVISERS LLC
CRD 281998
IL$47.39BU.S. Bank
C22NEUBERGER BERMAN LOAN ADVISERS II LLC
CRD 306601
IL$9.05BU.S. Bank
C22NEUBERGER BERMAN LOAN ADVISERS IV LLC
CRD 324282
IL$6.07BU.S. Bank
C21CONSCIOUS WEALTH INVESTMENTS, LLC
CRD 319143
GA$272.8M4Raymond James
C14MEADOW CREEK WEALTH ADVISORS, LLC
CRD 297796
GA$728.0M5Raymond James