ScoreFirmStateAUMAdvisorsCustodian
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial
B59LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD 335660
WA$142.0M1LPL Financial
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial
B55NORTHWEST WEALTH ADVISORS, LLC
CRD 327641
WA$304.5M6LPL Financial
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial
B53325 FILLMORE LLC
CRD 287625
CO$103.8MU.S. Bank
B53917 ADVISORY SERVICES LLC
CRD 331476
WA$167.5M3LPL 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
C39BOONE WEALTH ADVISORS, LLC
CRD 116682
WA$506.8M4LPL Financial
C39LOTUSGROUP CAPITAL, LLC
CRD 298973
CO$156.7MU.S. Bank
C38MARSHALL INVESTMENT MANAGEMENT, LLC
CRD 174817
CO$298.0M8LPL Financial
C37DODDS WEALTH, LLC
CRD 323632
CO$706.2M7LPL Financial
C35SNIDER RETIREMENT STRATEGIES, INC.
CRD 117392
WA$549.7M9LPL Financial
C34GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
CRD 306068
AZ$297.3M3LPL Financial
C32BUTTONWOOD CAPITAL MANAGEMENT, LLC
CRD 174857
AZ$380.8M3LPL Financial
C32VARRA WEALTH MANAGEMENT LLC
CRD 324044
CO$305.6M7LPL Financial
C31BENSLER, LLC
CRD 310849
WA$1.94B32LPL Financial
C29SOUTHWEST INVESTMENT ADVISORS, INC.
CRD 312685
AZ$386.9M4LPL Financial
C29FELLOWSHIP FINANCIAL PLANNING, LLC
CRD 330347
WA$465.3M6LPL 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
C22TRUEWEALTH FINANCIAL PARTNERS, LLC
CRD 316079
WA$273.7M5LPL Financial
C17INVESCO MANAGED ACCOUNTS, LLC
CRD 154461
WA$31.28B16LPL Financial
C17AVANT-GARDE ADVISORS LLC
CRD 151527
COLPL Financial