ScoreFirmStateAUMAdvisorsCustodian
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6MRaymond James
B57BNB WEALTH MANAGEMENT, LLC
CRD 107702
MD$264.6M4Raymond James
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond 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
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James
C45STONECREST WEALTH MANAGEMENT, INC
CRD 311404
AZ$375.8M3Raymond James
C45VISTA INVESTMENT PARTNERS LLC
CRD 286014
OK$610.6M6Raymond James
C44ACCORDANT ADVISORY GROUP, INC.
CRD 117474
MD$278.0M2Raymond James
C43LAW & ASSOCIATES INC
CRD 105350
MD$326.6M3Raymond James
C41TULSA WEALTH ADVISORS, INC.
CRD 337956
OK$1.54B17Raymond James
C41CAPITAL WEALTH ALLIANCE, LLC
CRD 298257
AZ$300.3M3Raymond James
C38TRANSCENDENT CAPITAL GROUP LLC
CRD 316872
OK$360.7M9Raymond James
C35GUNPOWDER CAPITAL MANAGEMENT, LLC
CRD 314867
MD$340.4M5Raymond James
C34WEALTH MANAGEMENT PARTNERS, LLC
CRD 309790
AZ$793.5M7Raymond James
C33THE STOLPER COMPANY L.L.C.
CRD 132962
OK$356.3M4Raymond James
C30SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761
OK$568.2M8Raymond James