ScoreFirmStateAUMAdvisorsCustodian
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6MRaymond James
B59BELL CITY WEALTH, INC.
CRD 326354
OH$163.3M1Raymond James
B57BNB WEALTH MANAGEMENT, LLC
CRD 107702
MD$264.6M4Raymond James
B57WEALTHPLANS, LLC
CRD 311560
MD$219.6M1Raymond James
B57KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811
OH$299.1M2Raymond James
B55M.K. BROWN WEALTH ADVISORY, LLC
CRD 121269
OH$165.5M1Raymond James
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James
B50LECLAIR WEALTH PARTNERS LLC
CRD 332827
OH$363.0M4Raymond James
C44ACCORDANT ADVISORY GROUP, INC.
CRD 117474
MD$278.0M2Raymond James
C44ATLAS WEALTH LLC
CRD 321832
OH$872.6M4Raymond James
C43LAW & ASSOCIATES INC
CRD 105350
MD$326.6M3Raymond James
C40HERITAGE WEALTH MANAGEMENT INC.
CRD 312545
OH$604.7M3Raymond James
C35KAPSTONE FINANCIAL ADVISORS LLC
CRD 318885
OH$322.3M4Raymond James
C35GUNPOWDER CAPITAL MANAGEMENT, LLC
CRD 314867
MD$340.4M5Raymond James
C34RIGHTWEALTH ADVISORS, LLC
CRD 300656
OH$229.3M3Raymond James
C33FORMIDABLE ASSET MANAGEMENT, LLC
CRD 167555
OH$903.0M16Raymond James
C33HENSON-EDGEWATER MANAGEMENT, LLC
CRD 135316
OH$225.0M2Raymond James
C32BOND TECH INC
CRD 105979
OH$221.6M2Raymond James
C29TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD 321659
OH$474.1M3Raymond James