ScoreFirmStateAUMAdvisorsCustodian
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8MRaymond James
C42MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
IN$02Raymond James
C35KENNEDY INVESTMENT GROUP, INC.
CRD 322605
NJ$633.2M5Raymond James
C33COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
CRD 128257
IN$595.6M12Raymond James
C33EAGLE WEALTH STRATEGIES, LLC
CRD 323814
NJ$653.8M9Raymond James
C28WETZEL INVESTMENT ADVISORS, INC.
CRD 305301
IN$338.3M6Raymond James
C21YORKVILLE ADVISORS GLOBAL, LP
CRD 165390
NJ$900.0MRaymond James