ScoreFirmStateAUMAdvisorsCustodian
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles Schwab
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
B51ASSET STRATEGY CONSULTANTS LLC
CRD 110800
MD$5.16B5E*Trade
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab
C47CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911
CT$2.27BE*Trade
C47TRITONPOINT WEALTH, LLC
CRD 328398
MD$1.55B10Charles Schwab
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade
C46K2/D&S MANAGEMENT CO., L.L.C.
CRD 123826
CT$6.53BBNY Mellon
C46KENSICO CAPITAL MANAGEMENT CORP.
CRD 157934
CT$7.88BGoldman Sachs
C46FORESTER CAPITAL, L.L.C.
CRD 160806
CT$1.07BState Street
C45BEIRNE WEALTH CONSULTING SERVICES, LLC
CRD 167103
CT$1.37B4E*Trade
C44VERBENA VALUE LP
CRD 337379
CT$1.00BE*Trade
C44MAIN STREET RESEARCH LLC
CRD 114629
CT$2.68B17Charles Schwab
C44GOLDSTEIN ADVISORS, LLC
CRD 323125
WI$1.08B10Charles Schwab
C44BERMAN MCALEER, LLC
CRD 332906
MD$1.82B13Fidelity
C44CZECH ASSET MANAGEMENT, L.P.
CRD 159308
CT$1.48BU.S. Bank
C43OXFORD LANE MANAGEMENT, LLC
CRD 154380
CT$2.31BE*Trade
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo
C43BAXTER BROTHERS INC.
CRD 106548
CT$1.17B5Charles Schwab
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial
C43SYMMETRY PARTNERS, LLC.
CRD 120982
CT$4.73B23Charles Schwab
C421919 INVESTMENT COUNSEL, LLC
CRD 133370
MD$26.04B32Charles Schwab
C42CHILTON INVESTMENT COMPANY, INC.
CRD 120107
CT$1.32BMorgan Stanley
C42BRIDGEWATER ASSOCIATES, LP
CRD 105129
CT$150.16BGoldman Sachs
C42HARBOR INVESTMENT ADVISORY, LLC
CRD 151085
MD$6.87B32Pershing
C41THOMPSON INVESTMENT MANAGEMENT, INC.
CRD 129609
WI$3.08B8Charles Schwab
C41MV CAPITAL MANAGEMENT, INC.
CRD 139034
MD$1.44B8E*Trade
C41ABRAMS BISON INVESTMENTS, L.L.C.
CRD 137183
MD$2.51BNorthern Trust
C41FINANCIAL COUNCIL, LLC
CRD 110748
MD$1.27B6E*Trade
C41FULTON BREAKEFIELD BROENNIMAN,LLC
CRD 108967
MD$2.39B19Charles Schwab
C41FIDUCIARY MANAGEMENT, INC.
CRD 109149
WI$11.36BCharles Schwab
C41SMITH BROTHERS FINANCIAL, LLC
CRD 322951
CT$1.11B8Charles Schwab
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo
C40EDGEWOOD MANAGEMENT LLC
CRD 106647
CT$21.52B2JPMorgan
C40HEARTLAND ADVISORS, INC.
CRD 29433
WI$1.92B15Charles Schwab
C40LITTLEJOHN & CO., LLC
CRD 156720
CT$8.97BGoldman Sachs
C40HARBOUR INVESTMENTS, INC.
CRD 19258
WI$9.60B50E*Trade
C39UBS REALTY INVESTORS LLC
CRD 107758
CT$2.34BE*Trade
C39WITT LAKE ASSET MANAGEMENT LLC
CRD 335523
CT$1.12BE*Trade
C39DOCK STREET CAPITAL MANAGEMENT LLC
CRD 157155
CT$1.65B2E*Trade
C38CORECOMMODITY MANAGEMENT, LLC
CRD 135810
CT$2.41BGoldman Sachs
C38VOYA FINANCIAL ADVISORS, INC.
CRD 2882
CT$3.87B50Pershing
C38ACCEL WEALTH MANAGEMENT LLC
CRD 286201
IA$1.15B10Charles Schwab
C37ENERGY INCOME PARTNERS LLC
CRD 140799
CT$6.06B1U.S. Bank
C37PERFORMANCE EQUITY MANAGEMENT, LLC
CRD 110207
CT$9.41BState Street
C37CORBYN INVESTMENT MANAGEMENT INC
CRD 104716
MD$1.01B7Charles Schwab