ScoreFirmStateAUMAdvisorsCustodian
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles Schwab
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab
C47CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911
CT$2.27BE*Trade
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade
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
C44MAIN STREET RESEARCH LLC
CRD 114629
CT$2.68B17Charles Schwab
C44CZECH ASSET MANAGEMENT, L.P.
CRD 159308
CT$1.48BU.S. Bank
C43OXFORD LANE MANAGEMENT, LLC
CRD 154380
CT$2.31BE*Trade
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo
C43BAXTER BROTHERS INC.
CRD 106548
CT$1.17B5Charles Schwab
C43SYMMETRY PARTNERS, LLC.
CRD 120982
CT$4.73B23Charles Schwab
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust
C42CHILTON INVESTMENT COMPANY, INC.
CRD 120107
CT$1.32BMorgan Stanley
C42BRIDGEWATER ASSOCIATES, LP
CRD 105129
CT$150.16BGoldman Sachs
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street
C41SMITH BROTHERS FINANCIAL, LLC
CRD 322951
CT$1.11B8Charles Schwab
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo
C40EDGEWOOD MANAGEMENT LLC
CRD 106647
CT$21.52B2JPMorgan
C40LITTLEJOHN & CO., LLC
CRD 156720
CT$8.97BGoldman Sachs
C39UBS REALTY INVESTORS LLC
CRD 107758
CT$2.34BE*Trade
C39WITT LAKE ASSET MANAGEMENT LLC
CRD 335523
CT$1.12BE*Trade
C39DOCK STREET CAPITAL MANAGEMENT LLC
CRD 157155
CT$1.65B2E*Trade
C38CORECOMMODITY MANAGEMENT, LLC
CRD 135810
CT$2.41BGoldman Sachs
C38VOYA FINANCIAL ADVISORS, INC.
CRD 2882
CT$3.87B50Pershing
C38ACCEL WEALTH MANAGEMENT LLC
CRD 286201
IA$1.15B10Charles Schwab
C37ENERGY INCOME PARTNERS LLC
CRD 140799
CT$6.06B1U.S. Bank
C37PERFORMANCE EQUITY MANAGEMENT, LLC
CRD 110207
CT$9.41BState Street
C37PRINCIPAL GLOBAL INVESTORS, LLC
CRD 109002
IA$427.71B50State Street
C37GE INVESTMENT MANAGEMENT CORP
CRD 323648
CT$24.36BE*Trade
C37AQR CAPITAL MANAGEMENT, LLC
CRD 111883
CT$311.70B1State Street
C36RESOURCES MANAGEMENT CORP
CRD 104674
CT$1.07B7Charles Schwab
C36H/2 CREDIT MANAGER LP
CRD 133693
CT$4.52BJPMorgan
C36LONE PINE CAPITAL LLC
CRD 156602
CT$21.62BState Street
C36SOUTHERN FINANCIAL GROUP, LLC
CRD 142644
AL$1.05B3Fidelity
C36GILMAN HILL ASSET MANAGEMENT, LLC
CRD 143970
CT$1.24B5Charles Schwab
C35LOTUS INFRASTRUCTURE PARTNERS, LP
CRD 324015
CT$6.16BWells Fargo
C35AUSDAL FINANCIAL PARTNERS, INC.
CRD 7995
IA$3.73B50Charles Schwab
C35WRIGHT INVESTORS SERVICE INC
CRD 106302
CT$1.21B6E*Trade
C35TALSON CAPITAL MANAGEMENT L.P.
CRD 150787
CT$1.06BCharles Schwab
C35RELYEA ZUCKERBERG HANSON, LLC
CRD 125696
CT$2.45B7E*Trade
C35CAS INVESTMENT PARTNERS, LLC
CRD 170071
CT$2.45BPershing
C35THIRD VIEW PRIVATE WEALTH, LLC
CRD 335591
CT$1.16B7Charles Schwab
C35CIGNA INVESTMENTS, INC.
CRD 105811
CT$25.76BJPMorgan