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
B63CAPRICE CAPITAL PARTNERS, LLC
CRD 307048
$123.2MU.S. Bank
B60HATTERAS INVESTMENT PARTNERS, LP
CRD 170628
NC$114.8M5U.S. Bank
B60JTS FUND ADVISORS, LLC
CRD 283677
TX$156.4MU.S. Bank
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo
B58TALARA CAPITAL MANAGEMENT, LLC
CRD 158866
NJ$317.6MU.S. Bank
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
B55THE GORES GROUP, LLC
CRD 160598
CA$287.2MU.S. Bank
B53LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD 164136
CA$200.9M3Wells Fargo
B53325 FILLMORE LLC
CRD 287625
CO$103.8MU.S. Bank
B53SWISS USADVISORS LTD.
CRD 158706
$250.0MWells Fargo
B53GUILBAULT CAPITAL LLC
CRD 331160
LA$303.8M2Wells Fargo
B52OXFORD GATE MANAGEMENT, LLC
CRD 297061
CT$90.9MU.S. Bank
B52BRANT POINT INVESTMENT MANAGEMENT LLC
CRD 157572
NY$453.3MWells Fargo
B52CP CAPITAL (US) PARTNERS LP
CRD 158979
NY$393.6MWells Fargo
B50CWCI LLC
CRD 144535
DC$255.5MWells Fargo
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0MWells Fargo
C50VIRGO INVESTMENT GROUP LLC
CRD 157297
CA$857.4MWells Fargo
C50BUCKHORN RESOURCES, LP
CRD 226647
TX$248.5MWells Fargo
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo
C49RIVER PARTNERS CAPITAL MANAGEMENT, LP
CRD 172496
NY$1.32BU.S. Bank
C49VINE INVESTMENT ADVISORS, LP
CRD 157341
FL$583.5MU.S. Bank
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
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
C49LINCOLNSHIRE MANAGEMENT, INC.
CRD 157144
NY$494.4MWells Fargo
C49HUNTER STREET PARTNERS, LP
CRD 298142
MN$313.0MU.S. Bank
C48CHAPIN DAVIS, INC
CRD 28116
MD$642.8M25Wells Fargo
C48BRIGHTON SECURITIES CORP.
CRD 3875
NY$931.0M31Wells Fargo
C48ARK ADVISORS LLC
CRD 167456
IL$195.6M2Wells Fargo
C48TRUMAN CAPITAL ADVISORS, LP
CRD 156659
NY$462.0MU.S. Bank
C48FORSYTH STREET ASSET MANAGEMENT LLC
CRD 310545
NY$228.9MU.S. Bank