ScoreFirmStateAUMAdvisorsCustodian
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
B51ASSET STRATEGY CONSULTANTS LLC
CRD 110800
MD$5.16B5E*Trade
C50BC ADVISORS, LLC
CRD 142982
NJ$4.73B6E*Trade
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab
C48SYSTEMATIC FINANCIAL MANAGEMENT LP
CRD 106146
NJ$4.21B5Charles Schwab
C47CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911
CT$2.27BE*Trade
C47TRITONPOINT WEALTH, LLC
CRD 328398
MD$1.55B10Charles Schwab
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
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
C44PASSAIC PARTNERS LLC
CRD 313290
NJ$2.24BMorgan Stanley
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
C43BAXTER BROTHERS INC.
CRD 106548
CT$1.17B5Charles Schwab
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
C42CONDOR CAPITAL MANAGEMENT
CRD 104920
NJ$2.18B17Charles Schwab
C42HARBOR INVESTMENT ADVISORY, LLC
CRD 151085
MD$6.87B32Pershing
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
C41ASHE CAPITAL MANAGEMENT, LP
CRD 169616
NJ$1.04BNorthern Trust
C41FULTON BREAKEFIELD BROENNIMAN,LLC
CRD 108967
MD$2.39B19Charles Schwab
C41SMITH BROTHERS FINANCIAL, LLC
CRD 322951
CT$1.11B8Charles Schwab
C41NPPG PLAN PROFESSIONALS, LLC
CRD 324646
NJ$6.27B2E*Trade
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo
C40EDGEWOOD MANAGEMENT LLC
CRD 106647
CT$21.52B2JPMorgan
C40CFS INVESTMENT ADVISORY SERVICES LLC
CRD 106577
NJ$2.73B11Charles Schwab
C40LITTLEJOHN & CO., LLC
CRD 156720
CT$8.97BGoldman Sachs
C40W. H. REAVES & CO., INC.
CRD 3140
NJ$5.94B1Pershing
C39UBS REALTY INVESTORS LLC
CRD 107758
CT$2.34BE*Trade
C39WITT LAKE ASSET MANAGEMENT LLC
CRD 335523
CT$1.12BE*Trade
C39HONEYWELL CAPITAL MANAGEMENT LLC
CRD 109537
NJ$12.19BE*Trade
C39PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300
NJ$1.22B7Fidelity
C39DOCK STREET CAPITAL MANAGEMENT LLC
CRD 157155
CT$1.65B2E*Trade
C38TOEWS CORPORATION
CRD 106304
NJ$1.04B14Charles Schwab
C38CORECOMMODITY MANAGEMENT, LLC
CRD 135810
CT$2.41BGoldman Sachs
C38VOYA FINANCIAL ADVISORS, INC.
CRD 2882
CT$3.87B50Pershing
C37ENERGY INCOME PARTNERS LLC
CRD 140799
CT$6.06B1U.S. Bank