ScoreFirmStateAUMAdvisorsCustodian
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
A71MUNICIPAL ASSET MANAGEMENT INC
CRD 108320
NY$112.8M3Wells Fargo
A71LIEBLONG & ASSOCIATES, INC.
CRD 42578
AR$197.9M4Wells Fargo
A70O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316
CA$179.1M2Wells Fargo
B65TICINO WEALTH LLC
CRD 335808
CA$400.2M3Wells Fargo
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
B57ALPACA VC INVESTMENT MANAGEMENT LLC
CRD 317262
NY$150.3MEquity Trust
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0MWells Fargo
B56BERINGEA, LLC
CRD 161803
MI$269.9MWells Fargo
B56CARLSON CAPITAL, L.P.
CRD 118156
TX$343.8M1Wells Fargo
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo
B55MICROVEST CAPITAL MANAGEMENT, LLC
CRD 153395
DC$140.3MWells Fargo
B55JOYCE WEALTH MANAGEMENT, LLC
CRD 325221
TX$483.1M3Wells Fargo
B55SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD 332139
CA$424.6M2Wells Fargo
B55INFANGER INVESTMENT TECHNOLOGY, LLC
CRD 112328
CA$494.9M1Wells Fargo
B55FINANCIAL DESIGN GROUP, LLC
CRD 316103
NE$113.4M2Wells Fargo
B54LIZARD INVESTORS LLC
CRD 147284
IL$232.8MState Street
B53LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD 164136
CA$200.9M3Wells Fargo
B53CHANGE GLOBAL INVESTMENT, LLC
CRD 167844
NY$226.0M1State Street
B53ISLET MANAGEMENT, LP
CRD 290576
NY$108.8MState Street
B53SWISS USADVISORS LTD.
CRD 158706
$250.0MWells Fargo
B53GUILBAULT CAPITAL LLC
CRD 331160
LA$303.8M2Wells Fargo
B52BRANT POINT INVESTMENT MANAGEMENT LLC
CRD 157572
NY$453.3MWells Fargo
B52CP CAPITAL (US) PARTNERS LP
CRD 158979
NY$393.6MWells Fargo
B51CLEAR INVESTMENT RESEARCH, LLC
CRD 172685
GA$4.19B3State Street
B51TELLIGENT INVESTMENT MANAGEMENT, LLC
CRD 118798
$209.7MState Street
B51H PARTNERS MANAGEMENT LLC
CRD 161041
NY$158.1MState Street
B50CWCI LLC
CRD 144535
DC$255.5MWells Fargo
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0MWells Fargo
B50MISSION VALUE PARTNERS, LLC
CRD 153704
TN$303.2MState Street
B50LION POINT CAPITAL, LP
CRD 174322
NY$480.6MState Street
C50VIRGO INVESTMENT GROUP LLC
CRD 157297
CA$857.4MWells Fargo
C50PARADICE INVESTMENT MANAGEMENT LLC
CRD 164411
$1.39BState Street
C502XIDEAS US INC.
CRD 328190
NY$79.7MState Street
C50ARISTOTLE CAPITAL BOSTON, LLC
CRD 173198
MA$1.83B2State Street
C50BUCKHORN RESOURCES, LP
CRD 226647
TX$248.5MWells Fargo
C50HAVEN GLOBAL PARTNERS, LLC
CRD 289472
GA$1.45B1State Street
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo
C49ALPHA FIDUCIARY, INC.
CRD 144720
AZ$114.0M2Equity Trust
C49SOUND MARK PARTNERS, LLC
CRD 169037
CT$272.0MWells Fargo
C49TONKA CAPITAL PARTNERS, LLC
CRD 298336
MN$139.8M3Wells Fargo
C49CUNNING CAPITAL, LLC
CRD 310482
$228.4MWells Fargo
C49JOSEPH ADVISORY SERVICES, LLC
CRD 324475
TX$170.9MEquity Trust
C49TRUBEE WEALTH ADVISORS, INC.
CRD 3618
NY$911.5M17Wells Fargo
C49SHELTON WEALTH MANAGEMENT, LLC
CRD 312686
TX$364.5M4Wells Fargo
C49ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816
MO$345.7M3Wells Fargo