ScoreFirmStateAUMAdvisorsCustodian
B56BERINGEA, LLC
CRD 161803
MI$269.9MWells Fargo
C49ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816
MO$345.7M3Wells 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
C28CONFLUENCE INVESTMENT MANAGEMENT LLC
CRD 146019
MO$6.72B8Wells 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