ScoreFirmStateAUMAdvisorsCustodian
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial
C48SUMMIT GROUP RETIREMENT PLANNERS, INC.
CRD 169823
PA$302.3M3LPL Financial
C47NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441
OR$200.0M2LPL Financial
C47HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
CRD 157523
PA$622.3M6LPL Financial
C47ROCK CREEK WEALTH MANAGEMENT, LLC
CRD 336666
OR$101.1M3LPL Financial
C46CARLSON FINANCIAL, INC.
CRD 335831
OR$318.0M4LPL Financial
C45AXIOM WEALTH STRATEGIES, LLC
CRD 313124
OR$124.7M2LPL Financial
C42FOX FINANCIAL, INC.
CRD 319679
PA$271.8M5LPL Financial
C42JACOBI CAPITAL MANAGEMENT, LLC
CRD 147663
PA$2.64B30LPL Financial
C41CROSS FINANCIAL ADVISORS, LLC
CRD 287686
OR$481.8M11LPL Financial
C40INVARIANT INVESTMENT MANAGEMENT LLC
CRD 168772
PA$182.7M6LPL Financial
C39ABRDN INC.
CRD 111069
PA$41.48BState Street
C38CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547
PA$356.1M6LPL Financial
C38HENDERSON BROTHERS FINANCIAL PARTNERS LLC
CRD 333732
PA$406.8M19LPL Financial
C34NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
CRD 105390
PA$164.32B50LPL Financial
C34VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
CRD 287809
PA$143.9M3State Street
C33THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD 307480
PA$317.9M6LPL Financial
C31INDEPENDENCE SQUARE HOLDINGS, LLC
CRD 300139
PA$1.83B40LPL Financial
C30FS TACTICAL ADVISOR, LLC
CRD 300214
PA$278.8MState Street
C26XPONANCE LLC
CRD 111126
PA$24.27B1State Street
C26TIFF ENDOWMENT ASSET MANAGEMENT, LLC
CRD 156308
PA$2.46BState Street
C25LINCOLN FINANCIAL INVESTMENTS CORPORATION
CRD 108881
PA$102.10BState Street
C25FS GLOBAL ADVISOR, LLC
CRD 167620
PA$3.01BState Street
C24TIFF ADVISORY SERVICES, LLC
CRD 327436
PA$8.62BState Street
C22HARTFORD FUNDS MANAGEMENT COMPANY, LLC
CRD 147746
PA$152.07B50State Street
C22FS STRUCTURED PRODUCTS ADVISOR, LLC
CRD 301285
PA$2.20BState Street