ScoreFirmStateAUMAdvisorsCustodian
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial
B50MISSION VALUE PARTNERS, LLC
CRD 153704
TN$303.2MState Street
C50STRATEGIC ADVISORY SERVICES, LLC
CRD 287984
TN$201.2M8LPL Financial
C49THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
CRD 165183
AZ$309.3M2LPL Financial
C47NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441
OR$200.0M2LPL Financial
C47CALDWELL ADVISORS, LLC
CRD 144408
TN$351.4M6LPL 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
C44CLARITY WEALTH MANAGEMENT, L.L.C.
CRD 284874
AZ$236.8M4LPL Financial
C42TREIBERG WEALTH MANAGEMENT, INC.
CRD 284140
AZ$325.1M3LPL Financial
C41CROSS FINANCIAL ADVISORS, LLC
CRD 287686
OR$481.8M11LPL Financial
C38THE EDGAR LOMAX COMPANY
CRD 105444
VA$1.42BState Street
C38PARAGON FINANCIAL SERVICES
CRD 164832
VA$383.7M3LPL Financial
C37COLONIAL RIVER INVESTMENTS, LLC
CRD 284839
VA$464.4M8LPL Financial
C35ALLIANCEBERNSTEIN L.P.
CRD 108477
TN$763.40B50State Street
C34GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
CRD 306068
AZ$297.3M3LPL Financial
C34KNOX WEALTH PARTNERS ADVISORY, LLC
CRD 288580
TN$272.9M7LPL Financial
C32BUTTONWOOD CAPITAL MANAGEMENT, LLC
CRD 174857
AZ$380.8M3LPL Financial
C32BUCHANAN WEALTH MANAGEMENT, LLC
CRD 316629
VA$212.0M2LPL Financial
C30BUTTONWOOD WEALTH, LLC
CRD 305896
VA$425.3M6LPL Financial
C29SOUTHWEST INVESTMENT ADVISORS, INC.
CRD 312685
AZ$386.9M4LPL Financial
C29HOMESTEAD ADVISERS CORP.
CRD 109845
VA$7.45B10State Street
C28DAVIS SELECTED ADVISERS LP
CRD 108674
AZ$30.12BLPL Financial
C25NORTHWEST FINANCIAL ADVISORS LLC
CRD 166769
VA$1.24B19LPL Financial
C20TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
CRD 160321
TN$1.19B23LPL Financial
C19QUANTITATIVE INVESTMENT MANAGEMENT, LLC
CRD 156869
VA$1.67BState Street
C15LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235
VA$289.8M7LPL Financial