ScoreFirmStateAUMAdvisorsCustodian
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles Schwab
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
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
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab
C47CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911
CT$2.27BE*Trade
C46SHAPIRO CAPITAL MANAGEMENT LLC
CRD 105581
GA$1.97B2Charles Schwab
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
C45STADION MONEY MANAGEMENT, LLC
CRD 112608
GA$2.69B13State 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
C44CORNERSTONE INVESTMENT PARTNERS, LLC
CRD 111753
GA$2.65B8Charles Schwab
C43ROLLINS FINANCIAL ADVISORS, LLC
CRD 312921
GA$1.59B7Charles Schwab
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
C43SOUTHEAST ASSET ADVISORS, LLC
CRD 107588
GA$4.20B8Charles Schwab
C43WILLIS INVESTMENT COUNSEL INC
CRD 111042
GA$4.23B6Pershing
C43SYMMETRY PARTNERS, LLC.
CRD 120982
CT$4.73B23Charles Schwab
C42CHILTON INVESTMENT COMPANY, INC.
CRD 120107
CT$1.32BMorgan Stanley
C42BRIDGEWATER ASSOCIATES, LP
CRD 105129
CT$150.16BGoldman Sachs
C41GLENEAGLES INVESTMENT ADVISORS, LLC
CRD 312306
GA$3.08BE*Trade
C41SMITH BROTHERS FINANCIAL, LLC
CRD 322951
CT$1.11B8Charles Schwab
C40LCP INSTITUTIONAL, LLC
CRD 325133
GA$3.18B3Charles Schwab
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo
C40EDGEWOOD MANAGEMENT LLC
CRD 106647
CT$21.52B2JPMorgan
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
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
C39CHI-RHO FINANCIAL, LLC
CRD 138947
GA$1.35B6E*Trade
C39DOCK STREET CAPITAL MANAGEMENT LLC
CRD 157155
CT$1.65B2E*Trade
C38GLOBALT INVESTMENTS LLC
CRD 328039
GA$3.02B12LPL Financial
C38CORECOMMODITY MANAGEMENT, LLC
CRD 135810
CT$2.41BGoldman Sachs
C38VOYA FINANCIAL ADVISORS, INC.
CRD 2882
CT$3.87B50Pershing
C38GREATMARK INVESTMENT PARTNERS, INC.
CRD 105267
GA$1.02B3Charles Schwab
C38VOYA INVESTMENT MANAGEMENT LLC
CRD 108934
GA$38.77BE*Trade
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
C37ARCUS CAPITAL PARTNERS, LLC
CRD 147346
GA$2.51B6Charles Schwab
C37MONTAG A & ASSOCIATES INC
CRD 105756
GA$2.97B9Charles Schwab