ScoreFirmStateAUMAdvisorsCustodian
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14BJPMorgan
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49BE*Trade
C36GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015
SC$1.77B16Charles Schwab
C36SOUTHERN FINANCIAL GROUP, LLC
CRD 142644
AL$1.05B3Fidelity
C34STONEX ADVISORS INC.
CRD 174182
AL$5.09B50Pershing
C34MARBLE WEALTH, LLC
CRD 335291
AL$1.05B5Fidelity
C33VOLOFIN CAPITAL MANAGEMENT (US) LLC
CRD 309922
SC$1.01BE*Trade
C33ABACUS PLANNING GROUP, INC.
CRD 107994
SC$2.16B15Charles Schwab
C32ANDERSON GROWTH PARTNERS, LLC
CRD 138600
AL$1.01B1Pershing
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial
C30JACKSON THORNTON WEALTH MANAGEMENT, LLC
CRD 116091
AL$2.01B10Charles Schwab
C30NBC SECURITIES, INC.
CRD 17870
AL$1.78B50E*Trade
C29LEAVELL INVESTMENT MANAGEMENT, INC.
CRD 107890
AL$3.40B24Charles Schwab
C28RESOURCE MANAGEMENT SERVICE, LLC
CRD 130791
AL$5.92BE*Trade
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
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial
C25HARBERT FUND ADVISORS, LLC
CRD 110577
AL$7.82BE*Trade
C25COLONIAL TRUST ADVISORS, INC.
CRD 110257
SC$1.85B15Fidelity
C24REGIONS INVESTMENT MANAGEMENT, INC.
CRD 111715
AL$20.14B4E*Trade
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
C23SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
CRD 165306
SC$4.96B27Charles Schwab
C23FIDUCIARY ALLIANCE LLC
CRD 284924
SC$2.53B45Charles Schwab
C23ANCHOR INVESTMENT MANAGEMENT, LLC
CRD 135296
SC$1.52B7Charles Schwab
C23APOLLON WEALTH MANAGEMENT, LLC
CRD 291902
SC$11.56B50Charles Schwab
C22VERITY AND VERITY, LLC
CRD 119630
SC$1.40B12Charles Schwab
C22GREYSTAR INVESTMENT GROUP, LLC
CRD 160665
SC$36.50BJPMorgan
C22APOLLON FINANCIAL, LLC
CRD 321217
SC$1.45B19Charles Schwab
C20APTUS CAPITAL ADVISORS, LLC
CRD 167626
AL$14.14B18Charles Schwab
C15FOSTER VICTOR WEALTH ADVISORS, LLC
CRD 283656
SC$2.64B19Charles Schwab
C13THE WELCH GROUP, LLC
CRD 111273
AL$3.68B28Charles Schwab