ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James
C45STONECREST WEALTH MANAGEMENT, INC
CRD 311404
AZ$375.8M3Raymond James
C43OPENVIEW ADVISORS, LLC
CRD 316766
MA$839.0MRaymond James
C41CAPITAL WEALTH ALLIANCE, LLC
CRD 298257
AZ$300.3M3Raymond James
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James
C34PUTNAM INVESTMENT MANAGEMENT, LLC
CRD 106629
MA$117.24B50Raymond James
C34WEALTH MANAGEMENT PARTNERS, LLC
CRD 309790
AZ$793.5M7Raymond James
C28BATTERY MANAGEMENT CORP.
CRD 160921
MA$15.61BRaymond James
C27HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
CRD 139068
MA$6.48BRaymond James
C24DAVIS INVESTMENT VENTURES, LLC
CRD 161888
MA$2.05BRaymond James
C24THL MANAGERS VII, LLC
CRD 171042
MA$21.48BRaymond James
C23EQUITY RESOURCE INVESTMENTS, LLC
CRD 161186
MA$1.34BRaymond James
C18BATTERY GLOBAL ADVISORS, LLC
CRD 158508
MA$8.37BRaymond James