ScoreFirmStateAUMAdvisorsCustodian
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
B60ACCESS FINANCIAL GROUP, INC.
CRD 33065
IL$302.3M5Raymond James
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James
C44SAGE PRIVATE WEALTH GROUP, LLC
CRD 173399
IL$440.8M10Raymond James
C43COFG ADVISORS, LLC
CRD 333344
IL$1.21B11Raymond James
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James
C41HORIZON FAMILY WEALTH, INC.
CRD 315484
IL$278.8M3Raymond James
C39SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270
CT$192.1M3Raymond James
C39GREENSLEDGE ASSET MANAGEMENT LLC
CRD 307732
CT$592.8M1Raymond James
C39HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496
SC$266.2M3Raymond James
C37BUSEY CAPITAL MANAGEMENT, INC.
CRD 128044
IL$493.8M4Raymond James
C35HILTON HEAD CAPITAL PARTNERS, LLC
CRD 299375
SC$409.5M6Raymond James
C34CL WEALTH MANAGEMENT LLC
CRD 134922
IL$733.6M42Raymond James
C33WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
CT$231.1M2Raymond James
C32OBJECTIVITY SQUARED, LLC
CRD 311052
SC$487.8M4Raymond James
C32INTENTIONAL, LLC
CRD 318570
SC$175.8M3Raymond James
C28PORTFOLIO ADVISORS LLC
CRD 105981
CT$47.84BRaymond James
C24CF PRIVATE EQUITY, INC.
CRD 110657
CT$15.78B1Raymond James
C24KLINE HILL PARTNERS LP
CRD 283283
CT$11.71BRaymond James
C19MTM INVESTMENT MANAGEMENT, LLC
CRD 297500
SC$678.1M5Raymond James