ScoreFirmStateAUMAdvisorsCustodian
C49TOTAL INVESTMENT MANAGEMENT, INC.
CRD 108818
AZ$1.35B10Charles Schwab
C44STOKER OSTLER WEALTH ADVISORS, INC.
CRD 111320
AZ$3.67B14Charles Schwab
C42VOYA INVESTMENTS, LLC
CRD 111091
AZ$59.48BBNY Mellon
C42DYNAMIC ADVISOR SOLUTIONS LLC
CRD 151367
AZ$5.64B50Charles Schwab
C40INDIGO PARTNERS LLC
CRD 163648
AZ$1.66BJPMorgan
C40MSH CAPITAL ADVISORS LLC
CRD 157835
AZ$1.35B20Charles Schwab
C35SMEAD CAPITAL MANAGEMENT, INC.
CRD 143567
AZ$5.52B6E*Trade
C33INVESTMENT METRICS, LLC
CRD 158872
AZ$1.22B5Charles Schwab
C33BRIDGEPORT FINANCIAL SOLUTIONS LLC
CRD 325485
AZ$1.05B11Charles Schwab
C32GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC
CRD 175300
AZ$1.61B5Charles Schwab
C31VERUS CAPITAL PARTNERS, LLC
CRD 151568
AZ$2.29B48Charles Schwab
C30BROOKWOOD INVESTMENT GROUP LLC
CRD 316544
AZ$1.25B50Charles Schwab
C29L. ROY PAPP & ASSOCIATES, LLP
CRD 105130
AZ$1.62B11Charles Schwab
C29WATTS GWILLIAM & COMPANY, LLC
CRD 131458
AZ$1.03B9Charles Schwab
C28REDWOOD INVESTMENT MANAGEMENT, LLC.
CRD 153139
AZ$2.47B1Charles Schwab
C28BALBOA WEALTH PARTNERS, INC.
CRD 282329
AZ$1.07B27Charles Schwab
C28DAVIS SELECTED ADVISERS LP
CRD 108674
AZ$30.12BLPL Financial
C27SOVEREIGN INVESTMENT ADVISORS LLC
CRD 149040
AZ$3.31B6Charles Schwab
C27TRAJAN WEALTH, L.L.C.
CRD 158847
AZ$2.60B41Charles Schwab
C27IRONWOOD INVESTMENT COUNSEL, LLC
CRD 110623
AZ$1.76B17Charles Schwab
C26GI MANAGER L.P.
CRD 161573
AZ$35.74BJPMorgan
C25BALBEC CAPITAL MANAGEMENT LP
CRD 284363
AZ$7.99BU.S. Bank
C24TCI WEALTH ADVISORS, INC.
CRD 107373
AZ$5.37B43Charles Schwab
C24TREK FINANCIAL, LLC
CRD 109376
AZ$2.82B50Charles Schwab
C24UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CRD 20804
AZ$12.77B50Charles Schwab
C23OSAIC WEALTH, INC.
CRD 23131
AZ$234.86B50
C23PFG ADVISORS, LLC
CRD 173344
AZ$3.26B50Charles Schwab
C22FORTITUDE FAMILY OFFICE, LLC
CRD 317615
AZ$1.00B13Charles Schwab
C22GALVIN, GAUSTAD & STEIN, LLC
CRD 153410
AZ$1.35B8E*Trade
C21GR FINANCIAL GROUP, LLC
CRD 172370
AZ$1.05B7E*Trade
C20TFO FAMILY OFFICE PARTNERS, LLC
CRD 159440
AZ$5.04B27Charles Schwab
C19VERSANT CAPITAL MANAGEMENT, INC.
CRD 131692
AZ$1.81B11Charles Schwab
C17AWM CAPITAL, LLC
CRD 287980
AZ$1.49B28Charles Schwab
C17ASHTON THOMAS PRIVATE WEALTH, LLC
CRD 153902
AZ$6.01B50Charles Schwab
C15FOUNDATIONS INVESTMENT ADVISORS LLC
CRD 175083
AZ$10.10B50Charles Schwab
C12ARQ WEALTH ADVISORS, LLC
CRD 147351
AZ$1.11B13Charles Schwab
C12DECISIONPOINT FINANCIAL, LLC
CRD 296988
AZ$1.22B13Charles Schwab