ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James
B64PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289
PA$426.0M6Raymond James
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James
C47EAGLE INVESTMENT ADVISORS, LLC
CRD 144094
PA$186.1M2Raymond James
C47TOWER WEALTH PARTNERS, INC.
CRD 310461
PA$440.4M3Raymond James
C42MASTER'S WEALTH MANAGEMENT INC.
CRD 328693
PA$589.5M9Raymond James
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James
C34CHARTWELL INVESTMENT PARTNERS, LLC
CRD 170335
PA$12.97B1Raymond James
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James
C19KOOMAN & ASSOCIATES
CRD 322163
PA$555.6M8Raymond James
C17CONFLUENCE WEALTH SERVICES, INC.
CRD 311980
PA$6.84B43Raymond James