ScoreFirmStateAUMAdvisorsCustodian
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo
C49ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816
MO$345.7M3Wells Fargo
C42CORDATUS WEALTH MANAGEMENT LLC
CRD 282871
PA$630.4M6Wells Fargo
C40RUBENSTEIN PARTNERS, L.P.
CRD 156988
PA$378.9MWells Fargo
C40GLOBAL BETA ADVISORS LLC
CRD 298176
PA$28.8M1Wells Fargo
C39ABRDN INC.
CRD 111069
PA$41.48BState Street
C38RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC.
CRD 323846
PA$167.2M3Wells 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
C34VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
CRD 287809
PA$143.9M3State Street
C32KENNEDY CAPITAL MANAGEMENT LLC
CRD 105834
MO$5.02B16State Street
C30FS TACTICAL ADVISOR, LLC
CRD 300214
PA$278.8MState Street
C28CONFLUENCE INVESTMENT MANAGEMENT LLC
CRD 146019
MO$6.72B8Wells Fargo
C26XPONANCE LLC
CRD 111126
PA$24.27B1State Street
C26CORTEN REAL ESTATE MANAGEMENT LLC
CRD 321897
PA$457.4MWells Fargo
C26TIFF ENDOWMENT ASSET MANAGEMENT, LLC
CRD 156308
PA$2.46BState Street
C25LINCOLN FINANCIAL INVESTMENTS CORPORATION
CRD 108881
PA$102.10BState Street
C25LBC CREDIT MANAGEMENT, L.P.
CRD 157628
PA$3.24BWells Fargo
C25FS GLOBAL ADVISOR, LLC
CRD 167620
PA$3.01BState Street
C25ARDEN FUND MANAGEMENT, LLC
CRD 164662
PA$1.11BWells Fargo
C24TIFF ADVISORY SERVICES, LLC
CRD 327436
PA$8.62BState 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
C22HARTFORD FUNDS MANAGEMENT COMPANY, LLC
CRD 147746
PA$152.07B50State Street
C22FS STRUCTURED PRODUCTS ADVISOR, LLC
CRD 301285
PA$2.20BState Street
C13PETREDIS INVESTMENT ADVISORS LLC
CRD 322371
PA$1.69B7Wells Fargo