ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing
C49ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816
MO$345.7M3Wells Fargo
C47FIRST HEARTLAND CONSULTANTS, INC.
CRD 110377
MO$2.09B50Pershing
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing
C45AXIENT INVESTMENT ADVISORS LLC
CRD 336722
AL$454.0M13Pershing
C40MONARCH CAPITAL MANAGEMENT INC
CRD 106244
IN$495.7M4Pershing
C40COOK & BYNUM CAPITAL MANAGEMENT, LLC
CRD 149454
AL$359.8MPershing
C39DETALUS ADVISORS, LLC
CRD 117958
MO$2.22B12Pershing
C37WELLS FARGO CLEARING SERVICES, LLC
CRD 19616
MO$671.42B50Wells Fargo
C36BRADY FAMILY WEALTH, LLC
CRD 315635
MO$312.7M3Wells Fargo
C36TRUENORTH WEALTH & IMPACT, LLC
CRD 321238
MO$456.2M3Wells Fargo
C34ACR ALPINE CAPITAL RESEARCH, LLC
CRD 110933
MO$10.79B8Pershing
C34STONEX ADVISORS INC.
CRD 174182
AL$5.09B50Pershing
C33ONEAMERICA SECURITIES, INC.
CRD 4173
IN$306.1M50Pershing
C33BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
CRD 297750
MO$705.4M9Pershing
C32ANDERSON GROWTH PARTNERS, LLC
CRD 138600
AL$1.01B1Pershing
C32BCR WEALTH STRATEGIES, LLC
CRD 119670
AL$528.1M7Pershing
C28AXIOM FINANCIAL STRATEGIES GROUP, LLC
CRD 306618
IN$404.1M6Wells Fargo
C28CONFLUENCE INVESTMENT MANAGEMENT LLC
CRD 146019
MO$6.72B8Wells Fargo
C28SAPIENT CAPITAL LLC
CRD 324899
IN$13.76B33Pershing
C27JAG CAPITAL MANAGEMENT LLC
CRD 159227
MO$1.90B13Pershing
C27BENJAMIN F. EDWARDS & COMPANY, INCORPORATED
CRD 146936
MO$18.92B50Pershing
C27FOCUS PARTNERS WEALTH, LLC
CRD 159289
MO$181.86B50Pershing
C27THE GARBACZ GROUP, INC.
CRD 26104
MOPershing
C23FOURTHSTONE LLC
CRD 169067
MO$1.22BWells Fargo
C23WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CRD 11025
MO$252.25B50Wells Fargo
C22SCHMIDT, JACOB AARON
CRD 121034
IN$212.6M7Pershing