ScoreFirmStateAUMAdvisorsCustodian
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial
B53325 FILLMORE LLC
CRD 287625
CO$103.8MU.S. Bank
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial
B51CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
CO$327.3M10LPL Financial
C49THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
CRD 165183
AZ$309.3M2LPL Financial
C46CAPITAL FINANCIAL GROUP, INC.
CRD 111709
CO$237.4M3LPL Financial
C44CLARITY WEALTH MANAGEMENT, L.L.C.
CRD 284874
AZ$236.8M4LPL Financial
C42TREIBERG WEALTH MANAGEMENT, INC.
CRD 284140
AZ$325.1M3LPL Financial
C39LOTUSGROUP CAPITAL, LLC
CRD 298973
CO$156.7MU.S. Bank
C38MARSHALL INVESTMENT MANAGEMENT, LLC
CRD 174817
CO$298.0M8LPL Financial
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial
C37DODDS WEALTH, LLC
CRD 323632
CO$706.2M7LPL Financial
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial
C34GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
CRD 306068
AZ$297.3M3LPL Financial
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial
C32BUTTONWOOD CAPITAL MANAGEMENT, LLC
CRD 174857
AZ$380.8M3LPL Financial
C32VARRA WEALTH MANAGEMENT LLC
CRD 324044
CO$305.6M7LPL Financial
C29SOUTHWEST INVESTMENT ADVISORS, INC.
CRD 312685
AZ$386.9M4LPL Financial
C28HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
CRD 286063
CO$279.5M4LPL Financial
C28DAVIS SELECTED ADVISERS LP
CRD 108674
AZ$30.12BLPL Financial
C25DENVER WEALTH MANAGEMENT, INC.
CRD 284868
CO$529.8M9LPL Financial
C25BALBEC CAPITAL MANAGEMENT LP
CRD 284363
AZ$7.99BU.S. Bank
C22MOUNTAINGATE MANAGEMENT CO., LLC
CRD 294899
CO$1.49BU.S. Bank
C22BOW RIVER ASSET MANAGEMENT, LLC
CRD 156765
CO$3.15BU.S. Bank
C17AVANT-GARDE ADVISORS LLC
CRD 151527
COLPL Financial
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial