ScoreFirmStateAUMAdvisorsCustodian
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab
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
C47GARDE CAPITAL, INC.
CRD 151043
WA$2.65B9Charles Schwab
C47CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911
CT$2.27BE*Trade
C47D'ANNUNZIO CONSULTING GROUP, LLC
CRD 144422
WA$1.90B2Charles 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
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity
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
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44MAIN STREET RESEARCH LLC
CRD 114629
CT$2.68B17Charles Schwab
C44PASSAIC PARTNERS LLC
CRD 313290
NJ$2.24BMorgan Stanley
C44TALBOT FINANCIAL, LLC
CRD 155162
WA$1.34B2Charles Schwab
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
C43FINANCIAL PLAN, INC.
CRD 116073
WA$1.60B12Pershing
C43AUXANO ADVISORS, LLC
CRD 145179
WA$1.78B8Charles Schwab
C43PAUL R. RIED FINANCIAL GROUP, LLC
CRD 297284
WA$1.27B9Pershing
C43SYMMETRY PARTNERS, LLC.
CRD 120982
CT$4.73B23Charles Schwab
C42BASECAMP WEALTH ADVISORS, LLC
CRD 334018
WA$1.08B4Fidelity
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
C41MILLIMAN ADVISORS, LLC
CRD 112245
WA$2.32B3E*Trade
C41ASHE CAPITAL MANAGEMENT, LP
CRD 169616
NJ$1.04BNorthern Trust
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