ScoreFirmStateAUMAdvisorsCustodian
B53WESTWOOD GLOBAL INVESTMENTS LLC
CRD 125012
UT$9.47B3Northern Trust
C50ALTA CAPITAL MANAGEMENT LLC
CRD 106786
UT$1.60B12Charles Schwab
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88BWells Fargo
C43KORNITZER CAPITAL MANAGEMENT, INC.
CRD 111087
KS$6.75B10E*Trade
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C42THE NORDEN GROUP LLC
CRD 323988
UT$1.97B22Charles Schwab
C40TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711
KS$8.93B11U.S. Bank
C39FINANCIAL COUNSELORS INC
CRD 106398
KS$1.47B8E*Trade
C39TWO WEST CAPITAL ADVISORS LLC
CRD 154543
KS$3.89B16Charles Schwab
C38MCD-KISSNER GP, LLC
CRD 336165
KS$1.02BE*Trade
C38IRON GATE GLOBAL ADVISORS, LLC
CRD 111177
UT$1.32B7Charles Schwab
C36FINANCIAL PARTNERS GROUP, INC.
CRD 288644
KS$1.15B9Fidelity
C35KEATING FINANCIAL ADVISORY SERVICES, INC.
CRD 142772
KS$1.45B29Raymond James
C35SUMMIT GLOBAL INVESTMENTS, LLC
CRD 157091
UT$2.29B50Charles Schwab
C35WATERFRONT WEALTH INC.
CRD 173220
KS$1.14B10Wells Fargo
C34MARINER MANAGED ACCOUNT SOLUTIONS, LLC
CRD 151664
KS$2.77B7E*Trade
C32ASSOCIATION FINANCIAL SERVICES INC.
CRD 142205
UT$1.27B10E*Trade
C32CALIBER WEALTH MANAGEMENT, LLC
CRD 331165
KS$1.76B14Charles 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
C31CREATIVEONE SECURITIES, LLC
CRD 152974
KS$2.54B50Charles Schwab
C31HEALTHEQUITY ADVISORS, LLC
CRD 167105
UT$1.99B1E*Trade
C30TOWNSQUARE CAPITAL, LLC
CRD 288576
UT$18.07B18Charles Schwab
C30CREATIVE PLANNING, LLC
CRD 105348
KS$295.57B50Charles Schwab
C30CROSS CREEK ADVISORS, LLC
CRD 165803
UT$1.35B4Morgan Stanley
C30VETA INVESTMENT PARTNERS, LLC
CRD 309023
KS$2.79B3E*Trade
C30ANDINA CAPITAL MANAGEMENT, LLC
CRD 151762
UT$1.26B10Charles Schwab
C29PETERSON PARTNERS, LLC
CRD 159450
UT$2.96BNorthern Trust
C29DEAN CAPITAL MANAGEMENT, LLC
CRD 145666
KS$1.15B5E*Trade
C29SUNESIS ADVISORS, LLC
CRD 159114
KS$1.48B3Charles Schwab
C29DIVERSIFY ADVISORY SERVICES, LLC
CRD 326060
UT$4.65B50Charles Schwab
C28TRIUNE FINANCIAL PARTNERS, LLC
CRD 152277
KS$1.52B16Charles Schwab
C27ONEDIGITAL INVESTMENT ADVISORS LLC
CRD 106766
KS$155.41B50Charles Schwab
C27MARINER, LLC
CRD 140195
KS$125.41B50Charles Schwab
C27SOLTIS INVESTMENT ADVISORS, LLC
CRD 154690
UT$12.04B50Charles Schwab
C27MARINER INDEPENDENT ADVISOR NETWORK, LLC
CRD 283824
KS$9.57B50Charles Schwab
C27MARINER PLATFORM SOLUTIONS, LLC
CRD 305418
KS$7.34B50Charles Schwab
C26WASATCH ADVISORS LP
CRD 106081
UT$23.35B41E*Trade
C26PORTSIDE WEALTH GROUP, LLC
CRD 325175
UT$1.43B50Charles Schwab
C26WEST RIM CAPITAL ASSOCIATES II, L.P.
CRD 145085
UT$1.66BE*Trade
C26STEPP & ROTHWELL INC
CRD 107999
KS$1.06B7Charles Schwab
C26PRIME CAPITAL INVESTMENT ADVISORS, LLC
CRD 288712
KS$39.14B50E*Trade
C24KWMG, LLC
CRD 170293
KS$1.23B21Charles Schwab
C24ADAMSBROWN WEALTH CONSULTANTS LLC
CRD 308410
KS$1.12B16Charles Schwab
C24AE WEALTH MANAGEMENT, LLC
CRD 282580
KS$49.84B50Charles Schwab
C24SRH ADVISORS, LLC
CRD 148479
KS$3.15B3Charles Schwab
C24KAVAR CAPITAL PARTNERS GROUP, LLC
CRD 311744
KS$1.58B5Charles Schwab
C24MORETON ASSET MANAGEMENT, LLC
CRD 133417
UT$4.71BE*Trade
C24DRIVE WEALTH MANAGEMENT, LLC
CRD 174728
UT$1.50B17E*Trade