ScoreFirmStateAUMAdvisorsCustodian
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
B59BELL CITY WEALTH, INC.
CRD 326354
OH$163.3M1Raymond James
B57KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811
OH$299.1M2Raymond James
B55M.K. BROWN WEALTH ADVISORY, LLC
CRD 121269
OH$165.5M1Raymond James
B50LECLAIR WEALTH PARTNERS LLC
CRD 332827
OH$363.0M4Raymond James
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James
C44ATLAS WEALTH LLC
CRD 321832
OH$872.6M4Raymond James
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James
C40HERITAGE WEALTH MANAGEMENT INC.
CRD 312545
OH$604.7M3Raymond 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
C35KAPSTONE FINANCIAL ADVISORS LLC
CRD 318885
OH$322.3M4Raymond James
C35HILTON HEAD CAPITAL PARTNERS, LLC
CRD 299375
SC$409.5M6Raymond James
C34RIGHTWEALTH ADVISORS, LLC
CRD 300656
OH$229.3M3Raymond James
C33FORMIDABLE ASSET MANAGEMENT, LLC
CRD 167555
OH$903.0M16Raymond James
C33HENSON-EDGEWATER MANAGEMENT, LLC
CRD 135316
OH$225.0M2Raymond James
C33WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
CT$231.1M2Raymond James
C32BOND TECH INC
CRD 105979
OH$221.6M2Raymond James
C32OBJECTIVITY SQUARED, LLC
CRD 311052
SC$487.8M4Raymond James
C32INTENTIONAL, LLC
CRD 318570
SC$175.8M3Raymond James
C29TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD 321659
OH$474.1M3Raymond 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