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
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond 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
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James
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
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
C21CONSCIOUS WEALTH INVESTMENTS, LLC
CRD 319143
GA$272.8M4Raymond James
C14MEADOW CREEK WEALTH ADVISORS, LLC
CRD 297796
GA$728.0M5Raymond James