ScoreFirmStateAUMAdvisorsCustodian
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6MRaymond James
B57BNB WEALTH MANAGEMENT, LLC
CRD 107702
MD$264.6M4Raymond James
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B57WEALTHPLANS, LLC
CRD 311560
MD$219.6M1Raymond James
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James
C50RADEMACHER FINANCIAL, INC.
CRD 114067
KS$234.3M6Raymond James
C44ACCORDANT ADVISORY GROUP, INC.
CRD 117474
MD$278.0M2Raymond James
C43LAW & ASSOCIATES INC
CRD 105350
MD$326.6M3Raymond James
C35KEATING FINANCIAL ADVISORY SERVICES, INC.
CRD 142772
KS$1.45B29Raymond James
C35GUNPOWDER CAPITAL MANAGEMENT, LLC
CRD 314867
MD$340.4M5Raymond James
C34STORYONE LLC
CRD 331394
KS$259.4M3Raymond James
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James