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
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James
C49TONKA CAPITAL PARTNERS, LLC
CRD 298336
MN$139.8M3Wells Fargo
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James
C31FOREST INVESTMENT ASSOCIATES L.P.
CRD 110163
GA$5.24BWells Fargo
C31NORWEST CAPITAL ADVISORS, LLC
CRD 323642
MN$3.84BWells Fargo
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James
C28PETROS FAMILY WEALTH, LLC
CRD 324059
MN$341.6M8Wells Fargo
C27EQUITY INVESTMENT CORPORATION
CRD 283930
GA$3.51B16Wells Fargo
C24ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
CRD 113106
GA$1.07B16Wells Fargo
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
C10NAVIGATION CAPITAL PARTNERS, INC.
CRD 156906
GAWells Fargo