ScoreFirmStateAUMAdvisorsCustodian
B53LONGVIEW WEALTH MANAGEMENT, INC.
CRD 136214
GA$1.15B12Charles Schwab
B51CLEAR INVESTMENT RESEARCH, LLC
CRD 172685
GA$4.19B3State Street
C50HAVEN GLOBAL PARTNERS, LLC
CRD 289472
GA$1.45B1State Street
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab
C46SHAPIRO CAPITAL MANAGEMENT LLC
CRD 105581
GA$1.97B2Charles Schwab
C45STADION MONEY MANAGEMENT, LLC
CRD 112608
GA$2.69B13State Street
C45M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648
OR$1.01BE*Trade
C44CORNERSTONE INVESTMENT PARTNERS, LLC
CRD 111753
GA$2.65B8Charles Schwab
C43ROLLINS FINANCIAL ADVISORS, LLC
CRD 312921
GA$1.59B7Charles Schwab
C43SOUTHEAST ASSET ADVISORS, LLC
CRD 107588
GA$4.20B8Charles Schwab
C43WILLIS INVESTMENT COUNSEL INC
CRD 111042
GA$4.23B6Pershing
C42SCOTT CAPITAL ADVISORS, LLC
CRD 307980
OR$1.13B6Fidelity
C41GLENEAGLES INVESTMENT ADVISORS, LLC
CRD 312306
GA$3.08BE*Trade
C40LCP INSTITUTIONAL, LLC
CRD 325133
GA$3.18B3Charles Schwab
C40FIDUCIARYVEST, LLC
CRD 134351
GA$4.93BE*Trade
C40MARCO INVESTMENT MANAGEMENT LLC
CRD 108170
GA$1.77B5Charles Schwab
C40NICHOLAS HOFFMAN & COMPANY, LLC
CRD 144516
GA$8.26B14Charles Schwab
C40DESCHUTES INVESTMENT CONSULTING, LLC
CRD 155312
OR$2.89B10Charles Schwab
C39CHI-RHO FINANCIAL, LLC
CRD 138947
GA$1.35B6E*Trade
C38GLOBALT INVESTMENTS LLC
CRD 328039
GA$3.02B12LPL Financial
C38GREATMARK INVESTMENT PARTNERS, INC.
CRD 105267
GA$1.02B3Charles Schwab
C38M FINANCIAL ASSET MANAGEMENT, INC.
CRD 136694
OR$1.23B4Charles Schwab
C38VOYA INVESTMENT MANAGEMENT LLC
CRD 108934
GA$38.77BE*Trade
C37BECKER CAPITAL MANAGEMENT INC
CRD 110489
OR$5.73B21Charles Schwab
C37ARCUS CAPITAL PARTNERS, LLC
CRD 147346
GA$2.51B6Charles Schwab
C37MONTAG A & ASSOCIATES INC
CRD 105756
GA$2.97B9Charles Schwab
C37GMT CAPITAL CORP.
CRD 160404
GA$6.90BGoldman Sachs
C37INVESCO ADVISERS, INC.
CRD 105360
GA$749.52B50State Street
C36CEDAR MOUNTAIN ADVISORS, LLC
CRD 140339
OR$1.20B6Charles Schwab
C36SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD 159419
OR$1.75B13Fidelity
C36DVSM, LP
CRD 160800
OR$1.89BWells Fargo
C34MSOUTH EQUITY PARTNERS, LLC
CRD 157601
GA$1.00BE*Trade
C34JENSEN INVESTMENT MANAGEMENT INC
CRD 105281
OR$6.48B5Pershing
C34STANCORP INVESTMENT ADVISERS, INC.
CRD 110228
OR$34.50B50Charles Schwab
C34OPENARC CORPORATE ADVISORY, LLC
CRD 336837
GA$10.09B50Charles Schwab
C34VISION CAPITAL MANAGEMENT, INC.
CRD 107793
OR$1.23B12Charles Schwab
C33GOVERNMENT PORTFOLIO ADVISORS LLC
CRD 170384
OR$35.09B7E*Trade
C33FALCONS I, LLC
CRD 294460
GA$2.75BE*Trade
C33FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD 104692
OR$10.66B27Charles Schwab
C33PHILLIPS AND COMPANY ADVISORS LLC
CRD 167214
OR$2.66B13Charles Schwab
C33THE FIDUCIARY GROUP, LLC
CRD 221530
GA$1.97B13Charles Schwab
C32ALLIANT RETIREMENT SERVICES, LLC
CRD 167970
GA$7.37B37E*Trade
C32MARIETTA WEALTH MANAGEMENT, LLC
CRD 281782
GA$1.39B9Charles Schwab
C32NORTHWEST CAPITAL MANAGEMENT INC
CRD 108091
OR$8.52B7Charles Schwab
C32INVESTMENT RESEARCH & ADVISORY GROUP, INC.
CRD 126246
GA$15.42B21E*Trade
C31JAMESTOWN, L.P.
CRD 158207
GA$7.06BJPMorgan
C31BT FAMILY OFFICE, LLC
CRD 305713
GA$4.00BE*Trade
C31FOREST INVESTMENT ASSOCIATES L.P.
CRD 110163
GA$5.24BWells Fargo
C31HOWARD CAPITAL MANAGEMENT, INC.
CRD 118070
GA$8.01B23Fidelity