ScoreFirmStateAUMAdvisorsCustodian
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James
B55AGP FRANKLIN, LLC
CRD 331699
TN$247.1M3Raymond James
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James
C49HUNTER STREET PARTNERS, LP
CRD 298142
MN$313.0MU.S. Bank
C47CHICKASAW CAPITAL MANAGEMENT, LLC
CRD 127398
TN$2.55B14U.S. Bank
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James
C45DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD 286575
TN$144.9M3Raymond James
C44BELLWETHER INVESTMENT GROUP, LLC
CRD 148114
TN$155.1M6Raymond James
C41MRWM ADVISORS, LLC
CRD 288944
TN$431.7M3Raymond James
C41WORTHINGTON CAPITAL MANAGEMENT, LLC
CRD 305391
TN$41.2MU.S. Bank
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James
C33AB BROADLY SYNDICATED LOAN MANAGER LLC
CRD 308135
TN$2.62BU.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
C29ANGEL OAK CAPITAL ADVISORS, LLC
CRD 151090
GA$11.49B1U.S. Bank
C26CASTLELAKE, L.P.
CRD 145165
MN$35.29B1U.S. Bank
C26AJ CAPITAL MANAGEMENT LLC
CRD 291880
TN$2.64BRaymond James
C25SHOREVIEW INDUSTRIES V, LLC
CRD 156686
MN$1.17BU.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
C21COURAGE CAPITAL MANAGEMENT, LLC
CRD 130449
TN$1.45BU.S. Bank
C21CONSCIOUS WEALTH INVESTMENTS, LLC
CRD 319143
GA$272.8M4Raymond James
C14MEADOW CREEK WEALTH ADVISORS, LLC
CRD 297796
GA$728.0M5Raymond James