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69 firms
ActiveState: IN×State: UT×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
B53WESTWOOD GLOBAL INVESTMENTS LLC
CRD 125012
UT$9.47B3Northern Trust→
C50ALTA CAPITAL MANAGEMENT LLC
CRD 106786
UT$1.60B12Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity→
C42THE NORDEN GROUP LLC
CRD 323988
UT$1.97B22Charles Schwab→
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab→
C39GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429
IN$2.70B2E*Trade→
C38IRON GATE GLOBAL ADVISORS, LLC
CRD 111177
UT$1.32B7Charles Schwab→
C35PROCOURSE FIDUCIARY ADVISORS, LLC
CRD 164328
IN$5.49B4Fidelity→
C35SUMMIT GLOBAL INVESTMENTS, LLC
CRD 157091
UT$2.29B50Charles Schwab→
C35SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CRD 288623
IN$6.18B26E*Trade→
C35GOELZER INVESTMENT MANAGEMENT, INC.
CRD 44402
IN$4.51B23E*Trade→
C34CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032
IN$2.94B50Charles Schwab→
C34DEERFIELD FINANCIAL ADVISORS, INC.
CRD 104964
IN$1.18B6Charles Schwab→
C34LJI WEALTH MANAGEMENT, LLC
CRD 145399
IN$1.37B13E*Trade→
C34THURSTON SPRINGER ADVISORS, LLC
CRD 299201
IN$3.68B50E*Trade→
C32ASSOCIATION FINANCIAL SERVICES INC.
CRD 142205
UT$1.27B10E*Trade→
C32ELSER FINANCIAL PLANNING, INC.
CRD 143311
IN$2.11B12Charles Schwab→
C31ALBION MANAGEMENT GROUP
CRD 105957
UT$2.01B17Charles Schwab→
C31PHYSICIAN WEALTH ADVISORS, INC.
CRD 106043
UT$2.01B9Charles Schwab→
C31GRANDEUR PEAK GLOBAL ADVISORS, LLC
CRD 158270
UT$3.80B16State Street→
C31ARCHER INVESTMENT CORPORATION
CRD 136403
IN$1.01B50Fidelity→
C31HEALTHEQUITY ADVISORS, LLC
CRD 167105
UT$1.99B1E*Trade→
C30TOWNSQUARE CAPITAL, LLC
CRD 288576
UT$18.07B18Charles Schwab→
C30CROSS CREEK ADVISORS, LLC
CRD 165803
UT$1.35B4Morgan Stanley→
C30ANDINA CAPITAL MANAGEMENT, LLC
CRD 151762
UT$1.26B10Charles Schwab→
C29PETERSON PARTNERS, LLC
CRD 159450
UT$2.96B—Northern Trust→
C29ONEAMERICA ASSET MANAGEMENT, LLC
CRD 165929
IN$24.42B—E*Trade→
C29CERES PARTNERS, LLC
CRD 290937
IN$1.96B—E*Trade→
C29CVFG LLC
CRD 325310
IN$1.15B11LPL Financial→
C29DIVERSIFY ADVISORY SERVICES, LLC
CRD 326060
UT$4.65B50Charles Schwab→
C29BEDEL FINANCIAL CONSULTING INC
CRD 105653
IN$2.92B19Charles Schwab→
C28DONALDSON CAPITAL MANAGEMENT LLC
CRD 106131
IN$3.46B41Charles Schwab→
C28SAPIENT CAPITAL LLC
CRD 324899
IN$13.76B33Pershing→
C28CENTERFIELD MANAGEMENT III, INC
CRD 161504
IN$1.08B—E*Trade→
C27WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
CRD 107660
IN$2.32B11Charles Schwab→
C27SOLTIS INVESTMENT ADVISORS, LLC
CRD 154690
UT$12.04B50Charles Schwab→
C26WASATCH ADVISORS LP
CRD 106081
UT$23.35B41E*Trade→
C26BAXTER CAPITAL MANAGEMENT INC
CRD 105123
IN$4.19B3E*Trade→
C26PORTSIDE WEALTH GROUP, LLC
CRD 325175
UT$1.43B50Charles Schwab→
C26WEST RIM CAPITAL ASSOCIATES II, L.P.
CRD 145085
UT$1.66B—E*Trade→
C2540/86 ADVISORS, INC.
CRD 107740
IN$30.50B—U.S. Bank→
C25FI3 FINANCIAL ADVISORS, LLC
CRD 168005
IN$1.14B10Charles Schwab→
C24SYM FINANCIAL CORPORATION
CRD 107517
IN$5.81B34Charles Schwab→
C24CX INSTITUTIONAL, LLC
CRD 292627
IN$4.46B50Charles Schwab→
C24PETTINGA FINANCIAL ADVISORS, LLC
CRD 156369
IN$1.28B7Charles Schwab→
C24MORETON ASSET MANAGEMENT, LLC
CRD 133417
UT$4.71B—E*Trade→