ScoreFirmStateAUMAdvisorsCustodian
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
C45STONECREST WEALTH MANAGEMENT, INC
CRD 311404
AZ$375.8M3Raymond James
C41CAPITAL WEALTH ALLIANCE, LLC
CRD 298257
AZ$300.3M3Raymond James
C34WEALTH MANAGEMENT PARTNERS, LLC
CRD 309790
AZ$793.5M7Raymond James
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James