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57 firms
ActiveState: AL×State: IN×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust→
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade→
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab→
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street→
C39GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429
IN$2.70B2E*Trade→
C36SOUTHERN FINANCIAL GROUP, LLC
CRD 142644
AL$1.05B3Fidelity→
C35PROCOURSE FIDUCIARY ADVISORS, LLC
CRD 164328
IN$5.49B4Fidelity→
C35SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CRD 288623
IN$6.18B26E*Trade→
C35GOELZER INVESTMENT MANAGEMENT, INC.
CRD 44402
IN$4.51B23E*Trade→
C34CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032
IN$2.94B50Charles Schwab→
C34DEERFIELD FINANCIAL ADVISORS, INC.
CRD 104964
IN$1.18B6Charles Schwab→
C34LJI WEALTH MANAGEMENT, LLC
CRD 145399
IN$1.37B13E*Trade→
C34STONEX ADVISORS INC.
CRD 174182
AL$5.09B50Pershing→
C34THURSTON SPRINGER ADVISORS, LLC
CRD 299201
IN$3.68B50E*Trade→
C34MARBLE WEALTH, LLC
CRD 335291
AL$1.05B5Fidelity→
C32ANDERSON GROWTH PARTNERS, LLC
CRD 138600
AL$1.01B1Pershing→
C32ELSER FINANCIAL PLANNING, INC.
CRD 143311
IN$2.11B12Charles Schwab→
C31ARCHER INVESTMENT CORPORATION
CRD 136403
IN$1.01B50Fidelity→
C30JACKSON THORNTON WEALTH MANAGEMENT, LLC
CRD 116091
AL$2.01B10Charles Schwab→
C30NBC SECURITIES, INC.
CRD 17870
AL$1.78B50E*Trade→
C29ONEAMERICA ASSET MANAGEMENT, LLC
CRD 165929
IN$24.42B—E*Trade→
C29LEAVELL INVESTMENT MANAGEMENT, INC.
CRD 107890
AL$3.40B24Charles Schwab→
C29CERES PARTNERS, LLC
CRD 290937
IN$1.96B—E*Trade→
C29CVFG LLC
CRD 325310
IN$1.15B11LPL Financial→
C29BEDEL FINANCIAL CONSULTING INC
CRD 105653
IN$2.92B19Charles Schwab→
C28DONALDSON CAPITAL MANAGEMENT LLC
CRD 106131
IN$3.46B41Charles Schwab→
C28SAPIENT CAPITAL LLC
CRD 324899
IN$13.76B33Pershing→
C28RESOURCE MANAGEMENT SERVICE, LLC
CRD 130791
AL$5.92B—E*Trade→
C28CENTERFIELD MANAGEMENT III, INC
CRD 161504
IN$1.08B—E*Trade→
C27WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
CRD 107660
IN$2.32B11Charles Schwab→
C27ARLINGTON PARTNERS LLC
CRD 109335
AL$2.31B7E*Trade→
C27WAVERLY ADVISORS, LLC
CRD 115332
AL$29.78B50Charles Schwab→
C27ONEASCENT FINANCIAL SERVICES LLC
CRD 284549
AL$3.54B50Charles Schwab→
C26BAXTER CAPITAL MANAGEMENT INC
CRD 105123
IN$4.19B3E*Trade→
C2540/86 ADVISORS, INC.
CRD 107740
IN$30.50B—U.S. Bank→
C25HARBERT FUND ADVISORS, LLC
CRD 110577
AL$7.82B—E*Trade→
C25FI3 FINANCIAL ADVISORS, LLC
CRD 168005
IN$1.14B10Charles Schwab→
C24REGIONS INVESTMENT MANAGEMENT, INC.
CRD 111715
AL$20.14B4E*Trade→
C24SYM FINANCIAL CORPORATION
CRD 107517
IN$5.81B34Charles Schwab→
C24RFG ADVISORY, LLC
CRD 158401
AL$6.81B50Charles Schwab→
C24EVERSOURCE WEALTH ADVISORS, LLC
CRD 286340
AL$5.10B50Charles Schwab→
C24KEEL POINT, LLC
CRD 127902
AL$3.46B47Fidelity→
C24CX INSTITUTIONAL, LLC
CRD 292627
IN$4.46B50Charles Schwab→
C24PETTINGA FINANCIAL ADVISORS, LLC
CRD 156369
IN$1.28B7Charles Schwab→
C23PRAXIS INVESTMENT MANAGEMENT, INC.
CRD 105675
IN$3.30B1E*Trade→
C23VALEO FINANCIAL ADVISORS, LLC
CRD 127132
IN$12.96B50E*Trade→