ScoreFirmStateAUMAdvisorsCustodian
B52MEDIQUS ASSET ADVISORS INC
CRD 107694
IL$1.46B5Charles Schwab
C49ARTHUR M. COHEN & ASSOCIATES LLC
CRD 105894
IL$1.11B3Charles Schwab
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab
C48WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199
NC$1.17B5E*Trade
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab
C46BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312
NC$132.63B13State Street
C44URBAN FINANCIAL ADVISORY CORP
CRD 110057
IL$1.28B3E*Trade
C44COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786
NC$1.99B2E*Trade
C44COZAD ASSET MANAGEMENT INC
CRD 104764
IL$2.62B20Pershing
C44EMBREE FINANCIAL GROUP
CRD 108233
IL$2.64B14Charles Schwab
C44EQUITY INTERNATIONAL MANAGEMENT, LLC
CRD 156961
IL$1.40BFolio Institutional
C43SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
CRD 106201
IL$3.30BJPMorgan
C43WP GLOBAL PARTNERS LLC
CRD 135689
IL$3.01BJPMorgan
C43SAVOIE CAPITAL LLC
CRD 167497
IL$1.32BCharles Schwab
C43COFG ADVISORS, LLC
CRD 333344
IL$1.21B11Raymond James
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust
C43BILTMORE FAMILY OFFICE, LLC
CRD 167174
NC$3.47B14Charles Schwab
C42KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
CRD 111872
IL$2.66B50Charles Schwab
C42MILLIMAN FINANCIAL RISK MANAGEMENT LLC
CRD 159377
IL$40.33BE*Trade
C41WEDGE CAPITAL MANAGEMENT LLP
CRD 106234
NC$7.75B23E*Trade
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street
C40ALLSPRING GLOBAL INVESTMENTS, LLC
CRD 104973
NC$475.78BState Street
C40BROWNSON, REHMUS & FOXWORTH, INC.
CRD 110608
IL$4.79B16Charles Schwab
C40CASTLEARK MANAGEMENT LLC
CRD 109587
IL$4.59BE*Trade
C40FELDMAN, INGARDONA & CO.
CRD 29449
IL$1.73B5E*Trade
C40CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD 149124
NC$2.39B50Charles Schwab
C40HARRIS ASSOCIATES LP
CRD 106960
IL$109.48B4State Street
C40COYLE FINANCIAL COUNSEL, LLC
CRD 110593
IL$1.05B11Charles Schwab
C40RETIREMENT PLAN ADVISORS, LLC
CRD 122758
IL$3.54B45E*Trade
C40QRG CAPITAL MANAGEMENT, INC.
CRD 305277
IL$11.41B2Pershing
C39LARAMAR MULTI-FAMILY VALUE MANAGER, LLC
CRD 161298
IL$1.91BCharles Schwab
C39STEELE CREEK INVESTMENT MANAGEMENT LLC
CRD 170209
NC$1.74BU.S. Bank
C39ALUMINA INVESTMENT MANAGEMENT, LLC
CRD 164273
NC$5.26BE*Trade
C39KEEBECK PARTNERS, LLC
CRD 297496
IL$2.03B4Charles Schwab
C39PROMANAGE, LLC
CRD 133357
IL$4.06B5Fidelity
C39ROMANO BROTHERS AND COMPANY
CRD 3215
IL$1.54B13Wells Fargo
C39SEGALL BRYANT & HAMILL, LLC
CRD 106505
IL$22.64B2LPL Financial
C39ALLSPRING FUNDS MANAGEMENT, LLC
CRD 110841
NC$324.65B50LPL Financial
C39ROTHSCHILD INVESTMENT LLC
CRD 728
IL$2.79B45Charles Schwab
C38CALAMOS ADVISORS LLC
CRD 105758
IL$43.89B41Morgan Stanley
C38SILVERBACK ASSET MANAGEMENT, LLC
CRD 141407
NC$1.19BJPMorgan
C38CALAMOS WEALTH MANAGEMENT LLC
CRD 143490
IL$5.48B39E*Trade
C38OAK RIDGE INVESTMENTS, LLC
CRD 107066
IL$1.70B2Charles Schwab
C38BMO FAMILY OFFICE, LLC
CRD 110264
IL$9.99B5Charles Schwab
C38NADLER FINANCIAL GROUP, INC.
CRD 122617
IL$2.18B15Charles Schwab
C37ENVESTNET PORTFOLIO SOLUTIONS, INC.
CRD 109662
IL$17.35B4U.S. Bank
C37LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CRD 109701
IL$5.74B50Fidelity
C37CARDINAL CAPITAL MANAGEMENT INC
CRD 108076
NC$1.03B3Charles Schwab