ScoreFirmStateAUMAdvisorsCustodian
B53LONGVIEW WEALTH MANAGEMENT, INC.
CRD 136214
GA$1.15B12Charles Schwab
B52PALISADE ASSET MANAGEMENT, LLC
CRD 136089
MN$1.27B7Charles Schwab
B51CLEAR INVESTMENT RESEARCH, LLC
CRD 172685
GA$4.19B3State Street
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab
B50CAPITAL MANAGEMENT ASSOCIATES INC
CRD 105010
MN$1.88B15Charles Schwab
B50ADVISORNET FINANCIAL, INC.
CRD 113074
MN$3.15B50Charles Schwab
C50HAVEN GLOBAL PARTNERS, LLC
CRD 289472
GA$1.45B1State Street
C48MURRAY FINANCIAL GROUP, LLC
CRD 157626
MN$1.55B12Charles Schwab
C47GARDE CAPITAL, INC.
CRD 151043
WA$2.65B9Charles Schwab
C47MARKS GROUP WEALTH MANAGEMENT, INC.
CRD 148679
MN$2.02B9Charles 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
C45PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CRD 117962
MN$2.03B17Charles Schwab
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44SNS FINANCIAL GROUP, LLC
CRD 152667
MN$1.64B25Charles Schwab
C44TALBOT FINANCIAL, LLC
CRD 155162
WA$1.34B2Charles Schwab
C44CORNERSTONE INVESTMENT PARTNERS, LLC
CRD 111753
GA$2.65B8Charles Schwab
C43NEXT CENTURY GROWTH INVESTORS LLC
CRD 108978
MN$1.52B6E*Trade
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
C43CARVAL CLO MANAGEMENT LLC
CRD 298135
MN$7.30BNorthern Trust
C42BASECAMP WEALTH ADVISORS, LLC
CRD 334018
WA$1.08B4Fidelity
C42MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
CRD 129963
MN$1.10B3Charles Schwab
C42BPS CAPITAL MANAGEMENT, INC.
CRD 120006
MN$3.10B3E*Trade
C42GALLIARD CAPITAL MANAGEMENT, LLC
CRD 106487
MN$80.27BState Street
C42EFS ADVISORS LLC
CRD 115211
MN$2.40B48Charles Schwab
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
C39SIT INVESTMENT ASSOCIATES, INC
CRD 105725
MN$3.54BE*Trade
C39CHI-RHO FINANCIAL, LLC
CRD 138947
GA$1.35B6E*Trade
C39ADVANCED CAPITAL GROUP, INC.
CRD 109673
MN$29.99B4Charles Schwab
C39RIVERBRIDGE PARTNERS LLC
CRD 108074
MN$5.03B13Charles Schwab
C38GLOBALT INVESTMENTS LLC
CRD 328039
GA$3.02B12LPL Financial
C38GREATMARK INVESTMENT PARTNERS, INC.
CRD 105267
GA$1.02B3Charles Schwab
C38THE LEUTHOLD GROUP, LLC
CRD 105826
MN$1.17B6Charles Schwab
C38VOYA INVESTMENT MANAGEMENT LLC
CRD 108934
GA$38.77BE*Trade
C37ARCUS CAPITAL PARTNERS, LLC
CRD 147346
GA$2.51B6Charles Schwab
C37BLACK LAKE INVESTMENTS LLC
CRD 334605
MN$1.19BE*Trade
C37MONTAG A & ASSOCIATES INC
CRD 105756
GA$2.97B9Charles Schwab
C37WINSLOW CAPITAL MANAGEMENT LLC
CRD 106940
MN$28.66B1Northern Trust