ScoreFirmStateAUMAdvisorsCustodian
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo
C49ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816
MO$345.7M3Wells Fargo
C48CHAPIN DAVIS, INC
CRD 28116
MD$642.8M25Wells Fargo
C47GEF MANAGEMENT CORPORATION
CRD 107208
MD$116.0MWells Fargo
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
C34BROWN CAPITAL MANAGEMENT, LLC
CRD 105633
MD$4.54B3State Street
C32KENNEDY CAPITAL MANAGEMENT LLC
CRD 105834
MO$5.02B16State Street
C30LOMBARD ADVISERS INCORPORATED
CRD 108231
MD$669.8M32Wells Fargo
C29T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
CRD 314590
MD$204.18BState Street
C28CONFLUENCE INVESTMENT MANAGEMENT LLC
CRD 146019
MO$6.72B8Wells Fargo
C25ENLIGHTENMENT CAPITAL, LLC
CRD 166422
MD$2.12BWells Fargo
C24NEW CENTURY ADVISORS, LLC
CRD 122478
MD$4.31B1State Street
C23FOURTHSTONE LLC
CRD 169067
MO$1.22BWells Fargo
C23WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CRD 11025
MO$252.25B50Wells Fargo
C22AMERICAN CENTURY INVESTMENT MANAGEMENT INC
CRD 105778
MO$305.98BState Street
C8ROTUNDA CAPITAL PARTNERS, LLC
CRD 290282
MD$1.61BWells Fargo