ScoreFirmStateAUMAdvisorsCustodian
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab
C49TOTAL INVESTMENT MANAGEMENT, INC.
CRD 108818
AZ$1.35B10Charles Schwab
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab
C48WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199
NC$1.17B5E*Trade
C46BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312
NC$132.63B13State Street
C44COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786
NC$1.99B2E*Trade
C44STOKER OSTLER WEALTH ADVISORS, INC.
CRD 111320
AZ$3.67B14Charles Schwab
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab
C43BILTMORE FAMILY OFFICE, LLC
CRD 167174
NC$3.47B14Charles Schwab
C42VOYA INVESTMENTS, LLC
CRD 111091
AZ$59.48BBNY Mellon
C42DYNAMIC ADVISOR SOLUTIONS LLC
CRD 151367
AZ$5.64B50Charles Schwab
C41WEDGE CAPITAL MANAGEMENT LLP
CRD 106234
NC$7.75B23E*Trade
C40ALLSPRING GLOBAL INVESTMENTS, LLC
CRD 104973
NC$475.78BState Street
C40INDIGO PARTNERS LLC
CRD 163648
AZ$1.66BJPMorgan
C40CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD 149124
NC$2.39B50Charles Schwab
C40MSH CAPITAL ADVISORS LLC
CRD 157835
AZ$1.35B20Charles Schwab
C39STEELE CREEK INVESTMENT MANAGEMENT LLC
CRD 170209
NC$1.74BU.S. Bank
C39ALUMINA INVESTMENT MANAGEMENT, LLC
CRD 164273
NC$5.26BE*Trade
C39ALLSPRING FUNDS MANAGEMENT, LLC
CRD 110841
NC$324.65B50LPL Financial
C38SILVERBACK ASSET MANAGEMENT, LLC
CRD 141407
NC$1.19BJPMorgan
C37CARDINAL CAPITAL MANAGEMENT INC
CRD 108076
NC$1.03B3Charles Schwab
C37LAUREL WEALTH ADVISORS, LLC
CRD 118469
NC$1.11B7Charles Schwab
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14BJPMorgan
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49BE*Trade
C36OAK CITY CONSULTING, LLC
CRD 162220
NC$1.43B3Fidelity
C36GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015
SC$1.77B16Charles Schwab
C36MILL CAPITAL MANAGEMENT, LLC
CRD 312798
NC$1.49B3Charles Schwab
C35CORNERSTONE WEALTH GROUP, LLC
CRD 289971
NC$2.49B29Charles Schwab
C35BARINGS LLC
CRD 106006
NC$392.75BState Street
C35SMEAD CAPITAL MANAGEMENT, INC.
CRD 143567
AZ$5.52B6E*Trade
C34ALLY INVEST ADVISORS INC
CRD 170301
NC$1.73B50Apex Clearing
C34STERLING CAPITAL MANAGEMENT LLC
CRD 135405
NC$69.23B37E*Trade
C34VERITY ASSET MANAGEMENT, INC.
CRD 158667
NC$1.15B50E*Trade
C34CAPFINANCIAL PARTNERS, LLC
CRD 175112
NC$1236.70B50E*Trade
C33VOLOFIN CAPITAL MANAGEMENT (US) LLC
CRD 309922
SC$1.01BE*Trade
C33FTA ASSET MANAGEMENT, LLC
CRD 332377
NC$1.01BE*Trade
C33ABACUS PLANNING GROUP, INC.
CRD 107994
SC$2.16B15Charles Schwab
C33MORGAN CREEK CAPITAL MANAGEMENT, LLC
CRD 138401
NC$1.79BNorthern Trust
C33FIVE POINTS CAPITAL LLC
CRD 160792
NC$1.45BE*Trade
C33KIAN CAPITAL PARTNERS, LLC
CRD 329179
NC$1.10BE*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
C32LINDEN THOMAS ADVISORY SERVICES, LLC
CRD 288557
NC$1.77B11Charles Schwab
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial
C31VERUS CAPITAL PARTNERS, LLC
CRD 151568
AZ$2.29B48Charles Schwab
C31FOUNDERS FINANCIAL ALLIANCE, LLC
CRD 173011
NC$1.19B31LPL Financial
C31ETON ADVISORS GROUP, LLC
CRD 289395
NC$1.89B6BNY Mellon