ScoreFirmStateAUMAdvisorsCustodian
B53LONGVIEW WEALTH MANAGEMENT, INC.
CRD 136214
GA$1.15B12Charles Schwab
B51CLEAR INVESTMENT RESEARCH, LLC
CRD 172685
GA$4.19B3State Street
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab
C50HAVEN GLOBAL PARTNERS, LLC
CRD 289472
GA$1.45B1State Street
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade
C47GARDE CAPITAL, INC.
CRD 151043
WA$2.65B9Charles Schwab
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab
C47D'ANNUNZIO CONSULTING GROUP, LLC
CRD 144422
WA$1.90B2Charles Schwab
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity
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
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44TALBOT FINANCIAL, LLC
CRD 155162
WA$1.34B2Charles Schwab
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
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
C42BASECAMP WEALTH ADVISORS, LLC
CRD 334018
WA$1.08B4Fidelity
C42SCOTT CAPITAL ADVISORS, LLC
CRD 307980
OR$1.13B6Fidelity
C41MILLIMAN ADVISORS, LLC
CRD 112245
WA$2.32B3E*Trade
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
C37COHALO ADVISORY LLC
CRD 297315
WA$1.35B1Charles Schwab
C37LEADER CAPITAL CORP.
CRD 46206
WA$1.41BE*Trade
C36INATAI INVESTMENT MANAGEMENT CO. LLC
CRD 329696
WA$2.69BNorthern Trust
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
C34LUCID ADVISORS, INC.
CRD 116639
WA$1.15B2E*Trade
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