ScoreFirmStateAUMAdvisorsCustodian
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab
C47CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911
CT$2.27BE*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
C43KORNITZER CAPITAL MANAGEMENT, INC.
CRD 111087
KS$6.75B10E*Trade
C43BAXTER BROTHERS INC.
CRD 106548
CT$1.17B5Charles Schwab
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
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
C40TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711
KS$8.93B11U.S. Bank
C40LITTLEJOHN & CO., LLC
CRD 156720
CT$8.97BGoldman Sachs
C39FINANCIAL COUNSELORS INC
CRD 106398
KS$1.47B8E*Trade
C39UBS REALTY INVESTORS LLC
CRD 107758
CT$2.34BE*Trade
C39WITT LAKE ASSET MANAGEMENT LLC
CRD 335523
CT$1.12BE*Trade
C39TWO WEST CAPITAL ADVISORS LLC
CRD 154543
KS$3.89B16Charles Schwab
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
C38MCD-KISSNER GP, LLC
CRD 336165
KS$1.02BE*Trade
C37ENERGY INCOME PARTNERS LLC
CRD 140799
CT$6.06B1U.S. Bank
C37PERFORMANCE EQUITY MANAGEMENT, LLC
CRD 110207
CT$9.41BState 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
C36FINANCIAL PARTNERS GROUP, INC.
CRD 288644
KS$1.15B9Fidelity
C36H/2 CREDIT MANAGER LP
CRD 133693
CT$4.52BJPMorgan
C36LONE PINE CAPITAL LLC
CRD 156602
CT$21.62BState Street
C36GILMAN HILL ASSET MANAGEMENT, LLC
CRD 143970
CT$1.24B5Charles Schwab
C35KEATING FINANCIAL ADVISORY SERVICES, INC.
CRD 142772
KS$1.45B29Raymond James
C35LOTUS INFRASTRUCTURE PARTNERS, LP
CRD 324015
CT$6.16BWells Fargo
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
C35WATERFRONT WEALTH INC.
CRD 173220
KS$1.14B10Wells Fargo
C35THIRD VIEW PRIVATE WEALTH, LLC
CRD 335591
CT$1.16B7Charles Schwab
C35CIGNA INVESTMENTS, INC.
CRD 105811
CT$25.76BJPMorgan
C35AST INVESTMENT SERVICES, INC.
CRD 108897
CT$91.47BBNY Mellon
C35AQR ARBITRAGE, LLC
CRD 114626
CT$4.38BMorgan Stanley
C35GABELLI & COMPANY INVESTMENT ADVISERS, INC.
CRD 137024
CT$1.48BState Street