ScoreFirmStateAUMAdvisorsCustodian
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley
B54PRUDENT INVESTOR ADVISORS, LLC
CRD 121922
CA$1.30B4E*Trade
B52ADELANTE CAPITAL MANAGEMENT LLC
CRD 107382
CA$1.49BCharles Schwab
B50CHECK CAPITAL MANAGEMENT INC
CRD 107058
CA$2.37B9Charles Schwab
B50CENTAURUS FINANCIAL, INC.
CRD 30833
CA$7.34B50Charles Schwab
C50BC ADVISORS, LLC
CRD 142982
NJ$4.73B6E*Trade
C50FLEXPATH STRATEGIES LLC
CRD 174306
CA$2.91B3E*Trade
C50PENCE CAPITAL MANAGEMENT, LLC
CRD 281739
CA$1.54B6E*Trade
C49GOULD ASSET MANAGEMENT LLC
CRD 113098
CA$1.03B11E*Trade
C48AFFINITY INVESTMENT ADVISORS, LLC
CRD 108278
CA$1.16B1Charles Schwab
C48EVERETT HARRIS & CO
CRD 106830
CA$11.53B10Charles Schwab
C48LEGATO CAPITAL MANAGEMENT, LLC
CRD 131704
CA$1.26B1E*Trade
C48SYSTEMATIC FINANCIAL MANAGEMENT LP
CRD 106146
NJ$4.21B5Charles Schwab
C48AMI ASSET MANAGEMENT CORP
CRD 110291
CA$1.93B9Charles Schwab
C47PACIFIC INCOME ADVISERS INC
CRD 104719
CA$2.25B5Wells Fargo
C47NAVIGATION GROUP LLC
CRD 130982
CA$1.01B3LPL Financial
C47HOWARD CAPITAL MANAGEMENT GROUP, LLC
CRD 310510
CA$2.56B3Charles Schwab
C47NEUMEIER POMA INVESTMENT COUNSEL LLC
CRD 110672
CA$1.09BCharles Schwab
C46RICE HALL JAMES & ASSOCIATES LLC
CRD 125410
CA$1.74B6State Street
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial
C46HARDING LOEVNER LP
CRD 104543
NJ$32.06BState Street
C46QUANTUM CAPITAL MANAGEMENT, LLC
CRD 111083
NJ$1.00B1Charles Schwab
C46SP ASSET MANAGEMENT LLC
CRD 323369
CA$1.90B3Fidelity
C46ICG ADVISORS, LLC
CRD 148066
CA$7.93B1E*Trade
C46PACIFIC LIFE FUND ADVISORS LLC
CRD 105169
CA$42.81BBNY Mellon
C45FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
CRD 108102
CA$2.03BCharles Schwab
C45ARISTOTLE INVESTMENT SERVICES, LLC
CRD 324207
CA$16.50BCharles Schwab
C45FIRST FOUNDATION ADVISORS
CRD 106075
CA$5.06B25Charles Schwab
C45WESTERN ASSET MANAGEMENT COMPANY, LLC
CRD 110441
CA$184.99BBNY Mellon
C44ALMITAS CAPITAL LLC
CRD 166705
CA$1.07BFidelity
C44PRIVATE MANAGEMENT GROUP INC
CRD 104707
CA$4.90B28Charles Schwab
C44SIGNATURE INVESTMENT ADVISORS, LLC
CRD 160715
CA$6.76B13Charles Schwab
C44PASSAIC PARTNERS LLC
CRD 313290
NJ$2.24BMorgan Stanley
C44R SQUARED BM LLC
CRD 308920
CA$3.35B4State Street
C43DENALI ADVISORS, LLC
CRD 110242
CA$1.39BCharles Schwab
C43SARATOGA RESEARCH & INVESTMENT MANAGEMENT
CRD 110506
CA$2.51B15Charles Schwab
C43CANTERBURY CONSULTING INCORPORATED
CRD 22875
CA$45.88B25Northern Trust
C43TOWNELEY CAPITAL MANAGEMENT, INC.
CRD 169863
CA$1.09B7Charles Schwab
C43TCW INVESTMENT MANAGEMENT COMPANY LLC
CRD 106546
CA$38.82B1JPMorgan
C42SHUSTER ADVISORY GROUP, LLC
CRD 170233
CA$10.32B5Charles Schwab
C42METROPOLITAN WEST ASSET MANAGEMENT LLC
CRD 104571
CA$78.52BState Street
C42PAYDEN & RYGEL
CRD 107160
CA$158.23B13BNY Mellon
C42CONDOR CAPITAL MANAGEMENT
CRD 104920
NJ$2.18B17Charles Schwab
C42MANCHESTER FINANCIAL INC
CRD 106071
CA$1.05B11Charles Schwab
C41RPA FINANCIAL, LLC
CRD 294105
CA$10.88B4E*Trade
C41BRISTOL GROUP INC
CRD 105087
CA$2.04BBNY Mellon
C41MEKETA FIDUCIARY MANAGEMENT, LLC
CRD 323605
CA$20.14BState Street
C41LIGHT STREET CAPITAL MANAGEMENT, LLC
CRD 155215
CA$1.57BMorgan Stanley
C41PARK PRESIDIO CAPITAL LLC
CRD 168954
CA$1.65BMorgan Stanley
C41LODESTAR PRIVATE ASSET MANAGEMENT LLC
CRD 107638
CA$1.34B5Charles Schwab