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
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells 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
C30LOMBARD ADVISERS INCORPORATED
CRD 108231
MD$669.8M32Wells Fargo
C28CONFLUENCE INVESTMENT MANAGEMENT LLC
CRD 146019
MO$6.72B8Wells Fargo
C25ENLIGHTENMENT CAPITAL, LLC
CRD 166422
MD$2.12BWells Fargo
C23FOURTHSTONE LLC
CRD 169067
MO$1.22BWells Fargo
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65BWells Fargo
C23WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CRD 11025
MO$252.25B50Wells Fargo
C8ROTUNDA CAPITAL PARTNERS, LLC
CRD 290282
MD$1.61BWells Fargo