The RIA database

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561. 14078
     Fsam LLCAlpharetta, GA · 158 clientsAsset managerHybridFirst Southern, LLC
     Pershing 100%
     +00% 1 yr$138M
562. 14174
     Canaccord Genuity Wealth ManagementVancouver, BC, Canada · 80 clientsBroker-dealer firmHybridCanaccord Genuity Corp., Canaccord Genuity LLC, clears through Pershing, BofA Securities
     Pershing 100%
     +00% 1 yr$135M
563. 14219
     Epic Advisory Services CorpBoca Raton, FL · 179 clientsWealth managerHybridAsset Managers Agente De Valores S.A., Capital Markets Argentina S.A., clears through Pershing
     Pershing 100%
     +00% 1 yr$134M
564. 14225
     Heximer Investment Management Inc.116 clientsWealth manager
     Pershing 100%
     +00% 1 yr$134M
565. 14230
     Stone Island Financial PlanningNaperville, IL · 148 clientsWealth manager
     Pershing 100%
     +00% 1 yr$134M
566. 14295
     Norton Capital Management, Inc.Henrico, VA · 111 clientsWealth manager
     Pershing 100%
     +00% 1 yr$132M
567. 14313
     1st Discount Brokerage, Inc.Lake Worth, FL · 219 clientsBroker-dealer firmHybrid1st Discount Brokerage, Inc.
     Apex Fintech 99%
     +00% 1 yr$131M
568. 14366
     Sophis Investments LLCNew York, NY · 41 clientsWealth manager
     Pershing 72%Schwab 28%
     +00% 1 yr$130M
569. 14376
     Equilibrium Wealth LLC68 clientsWealth manager
     Pershing 100%
     +00% 1 yr$130M
570. 14381
     Trust Beyond Corp22 clientsWealth manager
     J.P. Morgan 53%Pershing 42%
     +00% 1 yr$129M
571. 14395
     Mariva Global Asset Management, LLCMiami, FL · 153 clientsWealth managerBank-affiliatedHybridMariva Bursatil S.A., Mariva Capital Markets, LLC
     Pershing 94%
     +00% 1 yr$129M
572. 14557
     Fortis Private Wealth Advisors, LLCMiami, FL · 9 clientsWealth manager
     Pershing 100%
     +00% 1 yr$124M
573. 14567
     Merryfield Barnes, LLCIthaca, NY · 200 clientsWealth manager
     Pershing 100%
     +00% 1 yr$124M
574. 14612
     Legacy Financial Services Group, Inc.Traverse City, MI · 184 clientsWealth manager
     Altruist 87%
     +00% 1 yr$123M
575. 14622
     Every Securities LLCSacramento, CA · 144 clientsAsset managerHybrid
     Atomic Brokerage 50%Pershing 50%
     +00% 1 yr$123M
576. 14649
     Portfolio Resources Advisor Group, Inc.Coral Gables, FL · 349 clientsWealth managerWrap sponsorHybridPortfolio Resources Group, Inc., clears through Pershing
     Pershing 83%
     +00% 1 yr$122M
577. 14668
     Connective Portfolio Management, LLCNew York, NY · 14 clientsAsset manager
     Wealth 62%Pershing 38%
     +00% 1 yr$121M
578. 14713
     Weber Capital Management LLC3 clientsPrivate fund adviser
     Pershing 62%BNY 38%
     +00% 1 yr$120M
579. 14749
     Abacus Capital AdvisorsPlantation, FL · 48 clientsWealth manager
     Interactive Brokers 85%
     +00% 1 yr$120M
580. 14772
     Compass Capital Management, LLCMcAlester, OK · 231 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$119M
581. 14790
     Cardinal Advisers LLC46 clientsWealth manager
     Pershing 78%Interactive Brokers 22%
     +00% 1 yr$119M
582. 14821
     Kinnamon & Associates LTD IIBarrington, IL · 131 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$118M
583. 14840
     Sulzberger Capital Advisors, Inc.Miami, FL · 93 clientsWealth manager
     Pershing 100%
     +00% 1 yr$117M
584. 14846
     Greenline Wealth ManagementBoca Raton, FL · 247 clientsWealth manager
     Altruist 98%
     +00% 1 yr$117M
585. 14904
     McCormack Financial Planning Inc.Atlanta, GA · 132 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$116M
586. 14911
     New Vernon Investment Management LLCHighland Park, IL · 13 clientsPrivate fund adviserHybridSF Investments, Inc.
     Pershing 100%
     +00% 1 yr$116M
587. 14926
     Natwealth ManagementMontreal, Canada · 140 clientsWealth managerBank-affiliatedHybridNational Bank Financial Inc.
     Pershing 100%
     +00% 1 yr$115M
588. 14930
     Gritstone Asset Management LLCBethesda, MD · 1 clientsAsset manager
     BNY 73%
     +00% 1 yr$115M
589. 14974
     Signal Ridge Capital Partners, LLCFramingham, MA · 95 clientsWealth managerWrap sponsor
     Pershing 100%
     +00% 1 yr$114M
590. 15121
     Gilbert Financial, LLCHoneoye Falls, NY · 152 clientsWealth manager
     Pershing 100%
     +00% 1 yr$110M
591. 15135
     Ingram Advisory Services, LLCWinter Haven, FL · 380 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$109M
592. 15136
     Garden State Retirement Specialists, LLCRed Bank, NJ · 152 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$109M
593. 15150
     Blue Granite Capital, LLCCharleston, SC · 40 clientsWealth manager
     Pershing 100%
     +00% 1 yr$109M
594. 15226
     EQV Advisory, LLCRaleigh, NC · 21 clientsWealth manager
     Pershing 82%
     +00% 1 yr$107M
595. 15228
     Stonex International Advisors IncMiami, FL · 77 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
     Pershing 87%
     +00% 1 yr$107M
596. 15298
     Cruiser Capital Advisors, LLCStamford, CT · 6 clientsPrivate fund adviser
     Pershing 82%
     +00% 1 yr$104M
597. 15302
     Asset Planning CorporationW. Palm Beach, FL · 136 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$104M
598. 15320
     Eurocapital Advisors, IncMiami, FL · 9 clientsWealth manager
     Pershing 36%Banco Santander International 32%Credit Suisse Bank 32%
     +00% 1 yr$104M
599. 15386
     Wells Global Investment Advisers LLCWinter Haven, FL · 133 clientsWealth managerHybridValor Financial Securities LLC
     Pershing 100%
     +00% 1 yr$101M
600. 15450
     Swan Wealth Advisors, LLCDurango, CO · 47 clientsAsset manager
     Pershing 100%
     +00% 1 yr$98M