ScoreFirmStateAUMAdvisorsCustodian
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial
B58JAYKAY WEALTH ADVISORS, INC.
CRD 170192
TX$173.8M3LPL Financial
B56CARLSON CAPITAL, L.P.
CRD 118156
TX$343.8M1Wells Fargo
B55JOYCE WEALTH MANAGEMENT, LLC
CRD 325221
TX$483.1M3Wells Fargo
B55BFI WEALTH SOLUTIONS, LLC
CRD 319185
TX$145.0M1LPL Financial
B52FOREFRONT WEALTH PARTNERS, LLC
CRD 308521
TX$239.8M28LPL Financial
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0MWells Fargo
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial
C50BUCKHORN RESOURCES, LP
CRD 226647
TX$248.5MWells Fargo
C49ROTHWELL INVESTMENT ADVISORS LLC
CRD 337504
MA$187.7M3LPL Financial
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial
C49SHELTON WEALTH MANAGEMENT, LLC
CRD 312686
TX$364.5M4Wells Fargo
C49NAPIER FINANCIAL, LLC
CRD 336725
MA$550.1M8LPL Financial
C48ANCHOR CAPITAL ADVISORS LLC
CRD 105540
MA$2.37B17LPL Financial
C47BYRNE FINANCIAL FREEDOM, LLC
CRD 167893
MA$546.4M6LPL Financial
C46HODGES CAPITAL MANAGEMENT INC
CRD 110080
TX$1.24B10Wells Fargo
C46STRATEGIC WEALTH MANAGEMENT, LLC
CRD 171908
TX$157.8M2LPL Financial
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6MWells Fargo
C44DOVETAIL WEALTH MANAGEMENT, LLC
CRD 291068
TX$333.1M3LPL Financial
C44LEEWARD INVESTMENTS, LLC
CRD 312557
MA$2.87B2LPL Financial
C44SAROFIM REALTY ADVISORS LLC
CRD 106931
TX$1.16BWells Fargo
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo
C43RHODES INVESTMENT ADVISORS, INC.
CRD 114245
TX$376.3M9Wells Fargo
C42SAGE ADVISORY SERVICES LTD CO
CRD 106236
TX$28.43B42LPL Financial
C42WINTHROP ADVISORY GROUP, LLC
CRD 288178
MA$3.10B27LPL Financial
C41FLAGSHIP PRIVATE WEALTH, LLC
CRD 175277
MA$447.2M4LPL Financial
C40PROSPERA FINANCIAL SERVICES, INC.
CRD 10740
TX$12.44B50Wells Fargo
C40FLAGSHIP HARBOR ADVISORS, LLC
CRD 155733
MA$3.42B50LPL Financial
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo
C38ROG VI L.L.C.
CRD 285639
TX$561.3MWells Fargo
C38ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
MA$248.2M2LPL Financial
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial
C35TA REALTY LLC
CRD 108586
MA$1.48BWells Fargo
C35QUANTUM ADVISERS, LLC
CRD 160267
TX$490.6MWells Fargo
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial
C31PROSIGHT MANAGEMENT, LP
CRD 148791
TX$1.04B1Wells Fargo
C31STRATEGIC FINANCIAL CONCEPTS, LLC
CRD 141849
TX$927.7M39LPL Financial
C30THIRTEEN TWENTY-TWO ADVISORS, LLC
CRD 339326
TX$07LPL Financial
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04BWells Fargo
C30TLWM, LLC
CRD 158305
TX$605.4M9LPL Financial
C29RIDGEWOOD ENERGY CORPORATION
CRD 142136
TX$3.28BWells Fargo
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01BWells Fargo
C28GOODMAN ADVISORY GROUP, LLC
CRD 285637
MA$415.5M6LPL Financial
C27FORGE FINANCIAL SERVICES, LLC
CRD 306480
OK$1.46B15LPL Financial
C26DEAN, JACOBSON FINANCIAL SERVICES, LLC
CRD 115879
TX$519.4M6LPL Financial
C26STRENGTHENING FAMILIES & COMMUNITIES, LLC
CRD 282573
MA$610.0M11LPL Financial