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127 firms
ActiveState: IN×State: UT×State: MO×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→
C47FIRST HEARTLAND CONSULTANTS, INC.
CRD 110377
MO$2.09B50Pershing→
C46IFG ADVISORS, LLC
CRD 172329
MO$1.03B7Charles Schwab→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C46ARGENT CAPITAL MANAGEMENT LLC
CRD 107930
MO$3.99B13Charles Schwab→
C45ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CRD 121307
MO$2.61B36Charles Schwab→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C43STONEBRIDGE FINANCIAL GROUP, LLC
CRD 337972
MO$2.40B7Fidelity→
C42FORVIS MAZARS WEALTH ADVISORS, LLC
CRD 110905
MO$9.75B50Charles Schwab→
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→
C41MERAMEC FINANCIAL PLANNERS, LLC
CRD 335112
MO$1.13B7Charles Schwab→
C40FIDUCIARY ADVISORS, INC.
CRD 108239
MO$2.10B3Charles Schwab→
C39SCOUT INVESTMENTS, INC.
CRD 111787
MO$36.57B3Raymond James→
C39HILL INVESTMENT GROUP PARTNERS, LLC
CRD 312052
MO$1.35B8Charles Schwab→
C39GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429
IN$2.70B2E*Trade→
C39DETALUS ADVISORS, LLC
CRD 117958
MO$2.22B12Pershing→
C38IRON GATE GLOBAL ADVISORS, LLC
CRD 111177
UT$1.32B7Charles Schwab→
C37WELLS FARGO CLEARING SERVICES, LLC
CRD 19616
MO$671.42B50Wells Fargo→
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→
C35ASCENSION INVESTMENT MANAGEMENT, LLC
CRD 159767
MO$40.83B—Northern Trust→
C35GOELZER INVESTMENT MANAGEMENT, INC.
CRD 44402
IN$4.51B23E*Trade→
C34CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032
IN$2.94B50Charles Schwab→
C34ACR ALPINE CAPITAL RESEARCH, LLC
CRD 110933
MO$10.79B8Pershing→
C34DEERFIELD FINANCIAL ADVISORS, INC.
CRD 104964
IN$1.18B6Charles Schwab→
C34BRAND ASSET MANAGEMENT GROUP, INC.
CRD 106162
MO$1.17B16Charles Schwab→
C34LJI WEALTH MANAGEMENT, LLC
CRD 145399
IN$1.37B13E*Trade→
C34THURSTON SPRINGER ADVISORS, LLC
CRD 299201
IN$3.68B50E*Trade→
C34SYNTEGRA PRIVATE WEALTH GROUP LLC
CRD 323180
MO$1.39B12Charles Schwab→
C33STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793
MO$197.53B50E*Trade→
C32ASSOCIATION FINANCIAL SERVICES INC.
CRD 142205
UT$1.27B10E*Trade→
C32KENNEDY CAPITAL MANAGEMENT LLC
CRD 105834
MO$5.02B16State Street→
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→
C31FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
CRD 143319
MO$36.41B43Charles Schwab→
C31HEALTHEQUITY ADVISORS, LLC
CRD 167105
UT$1.99B1E*Trade→
C30ASSET CONSULTING GROUP, LLC
CRD 107574
MO$1.10B20Charles Schwab→
C30TOWNSQUARE CAPITAL, LLC
CRD 288576
UT$18.07B18Charles Schwab→
C30ZEMENICK & WALKER INC
CRD 108670
MO$2.63B8Charles Schwab→
C30CROSS CREEK ADVISORS, LLC
CRD 165803
UT$1.35B4Morgan Stanley→
C30COMMERCE INVESTMENT ADVISORS, INC.
CRD 104705
MO$2.54B—E*Trade→