ScoreFirmStateAUMAdvisorsCustodian
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial
C50STRATEGIC ADVISORY SERVICES, LLC
CRD 287984
TN$201.2M8LPL Financial
C47CALDWELL ADVISORS, LLC
CRD 144408
TN$351.4M6LPL Financial
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial
C34KNOX WEALTH PARTNERS ADVISORY, LLC
CRD 288580
TN$272.9M7LPL Financial
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01BWells Fargo
C27FORGE FINANCIAL SERVICES, LLC
CRD 306480
OK$1.46B15LPL Financial
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65BWells Fargo
C20TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
CRD 160321
TN$1.19B23LPL Financial
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial