ScoreFirmStateAUMAdvisorsCustodian
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6MRaymond James
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James
B57BNB WEALTH MANAGEMENT, LLC
CRD 107702
MD$264.6M4Raymond James
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James
B57WEALTHPLANS, LLC
CRD 311560
MD$219.6M1Raymond James
B55AGP FRANKLIN, LLC
CRD 331699
TN$247.1M3Raymond James
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James
C45DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD 286575
TN$144.9M3Raymond James
C44ACCORDANT ADVISORY GROUP, INC.
CRD 117474
MD$278.0M2Raymond James
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James
C44BELLWETHER INVESTMENT GROUP, LLC
CRD 148114
TN$155.1M6Raymond James
C43LAW & ASSOCIATES INC
CRD 105350
MD$326.6M3Raymond James
C41MRWM ADVISORS, LLC
CRD 288944
TN$431.7M3Raymond James
C39SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270
CT$192.1M3Raymond James
C39GREENSLEDGE ASSET MANAGEMENT LLC
CRD 307732
CT$592.8M1Raymond James
C35GUNPOWDER CAPITAL MANAGEMENT, LLC
CRD 314867
MD$340.4M5Raymond James
C33WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
CT$231.1M2Raymond James
C28PORTFOLIO ADVISORS LLC
CRD 105981
CT$47.84BRaymond James
C26AJ CAPITAL MANAGEMENT LLC
CRD 291880
TN$2.64BRaymond James
C24CF PRIVATE EQUITY, INC.
CRD 110657
CT$15.78B1Raymond James
C24KLINE HILL PARTNERS LP
CRD 283283
CT$11.71BRaymond James