ScoreFirmStateAUMAdvisorsCustodian
B53WESTWOOD GLOBAL INVESTMENTS LLC
CRD 125012
UT$9.47B3Northern Trust
B53LONGVIEW WEALTH MANAGEMENT, INC.
CRD 136214
GA$1.15B12Charles Schwab
B51CLEAR INVESTMENT RESEARCH, LLC
CRD 172685
GA$4.19B3State Street
C50ALTA CAPITAL MANAGEMENT LLC
CRD 106786
UT$1.60B12Charles Schwab
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab
C50HAVEN GLOBAL PARTNERS, LLC
CRD 289472
GA$1.45B1State Street
C46SHAPIRO CAPITAL MANAGEMENT LLC
CRD 105581
GA$1.97B2Charles Schwab
C45STADION MONEY MANAGEMENT, LLC
CRD 112608
GA$2.69B13State Street
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88BWells Fargo
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
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C42THE NORDEN GROUP LLC
CRD 323988
UT$1.97B22Charles Schwab
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
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
C38VOYA INVESTMENT MANAGEMENT LLC
CRD 108934
GA$38.77BE*Trade
C38IRON GATE GLOBAL ADVISORS, LLC
CRD 111177
UT$1.32B7Charles 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
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14BJPMorgan
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49BE*Trade
C36GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015
SC$1.77B16Charles Schwab
C35SUMMIT GLOBAL INVESTMENTS, LLC
CRD 157091
UT$2.29B50Charles Schwab
C34MSOUTH EQUITY PARTNERS, LLC
CRD 157601
GA$1.00BE*Trade
C34OPENARC CORPORATE ADVISORY, LLC
CRD 336837
GA$10.09B50Charles Schwab
C33FALCONS I, LLC
CRD 294460
GA$2.75BE*Trade
C33VOLOFIN CAPITAL MANAGEMENT (US) LLC
CRD 309922
SC$1.01BE*Trade
C33ABACUS PLANNING GROUP, INC.
CRD 107994
SC$2.16B15Charles Schwab
C33THE FIDUCIARY GROUP, LLC
CRD 221530
GA$1.97B13Charles Schwab
C32ALLIANT RETIREMENT SERVICES, LLC
CRD 167970
GA$7.37B37E*Trade
C32ASSOCIATION FINANCIAL SERVICES INC.
CRD 142205
UT$1.27B10E*Trade
C32MARIETTA WEALTH MANAGEMENT, LLC
CRD 281782
GA$1.39B9Charles Schwab
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial
C32INVESTMENT RESEARCH & ADVISORY GROUP, INC.
CRD 126246
GA$15.42B21E*Trade
C31ALBION MANAGEMENT GROUP
CRD 105957
UT$2.01B17Charles Schwab
C31JAMESTOWN, L.P.
CRD 158207
GA$7.06BJPMorgan
C31BT FAMILY OFFICE, LLC
CRD 305713
GA$4.00BE*Trade
C31PHYSICIAN WEALTH ADVISORS, INC.
CRD 106043
UT$2.01B9Charles Schwab