ScoreFirmStateAUMAdvisorsCustodian
B57SENTRY MANAGEMENT INC
CRD 107379
TX$5.44B3E*Trade
B54ROGERS WEALTH GROUP, INC.
CRD 107409
TX$1.04B8Charles Schwab
B52CUSHING ASSET MANAGEMENT, LP
CRD 131517
TX$1.75B1Goldman Sachs
B52OXBOW ADVISORS, LLC
CRD 156393
TX$2.46B11Charles Schwab
B50BALEFIRE, LLC
CRD 168733
TX$1.99B38Charles Schwab
C50FIRST ENDOWMENT DEVELOPMENT CORP
CRD 105335
TX$2.80B13Charles Schwab
C48HOLT CAPITAL ADVISORS, L.L.C.
CRD 117863
TX$1.09B1Charles Schwab
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab
C48MCGOWAN GROUP ASSET MANAGEMENT, INC.
CRD 154127
TX$1.08B7Pershing
C48EAGLE GLOBAL ADVISORS LLC
CRD 107306
TX$3.10B8Fidelity
C48WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199
NC$1.17B5E*Trade
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab
C48RPOA ADVISORS, INC.
CRD 157222
TX$3.59B37Pershing
C46WARWICK INVESTMENT MANAGEMENT, INC.
CRD 105951
TX$2.48B4Charles Schwab
C46BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312
NC$132.63B13State Street
C46HODGES CAPITAL MANAGEMENT INC
CRD 110080
TX$1.24B10Wells Fargo
C46CR GROUP L.P.
CRD 132967
TX$2.21B1E*Trade
C45PARKWAY WEALTH MANAGEMENT GROUP, LLC
CRD 333971
TX$1.22B18Raymond James
C44UNITED CAPITAL FINANCIAL ADVISORS, LLC
CRD 134600
TX$24.65B50Charles Schwab
C44COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786
NC$1.99B2E*Trade
C44ISC ADVISORS, INC.
CRD 166586
TX$1.62B28Charles Schwab
C44DURATION ASSET MANAGEMENT, LLC
CRD 298651
TX$1.58B3Interactive Brokers
C44SAROFIM REALTY ADVISORS LLC
CRD 106931
TX$1.16BWells Fargo
C44EDGE NATURAL RESOURCES LLC
CRD 230787
TX$1.02BE*Trade
C43ROOSEVELT CAPITAL MANAGEMENT LLC
CRD 283217
TX$1.37B2Charles Schwab
C43THE WINDACRE PARTNERSHIP LLC
CRD 168761
TX$11.42B1E*Trade
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C43PERRYMAN FINANCIAL ADVISORY, INC.
CRD 107653
TX$1.02B8Charles Schwab
C43PENN DAVIS MCFARLAND INC
CRD 110417
TX$1.36B6Charles Schwab
C43BRIDGEWAY CAPITAL MANAGEMENT, LLC
CRD 111441
TX$4.25B4E*Trade
C43SEGMENT WEALTH MANAGEMENT, LLC
CRD 164877
TX$2.07B3Charles Schwab
C43DIMENSIONAL FUND ADVISORS LP
CRD 106482
TX$1020.36B50State Street
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust
C43BILTMORE FAMILY OFFICE, LLC
CRD 167174
NC$3.47B14Charles Schwab
C42BEACON RETIREMENT PLANNING SERVICES INC.
CRD 110038
TX$1.30B8Charles Schwab
C42CHAMBERS ENERGY MANAGEMENT, LP
CRD 155906
TX$1.41B1JPMorgan
C42MULTICOIN CAPITAL MANAGEMENT, LLC
CRD 297302
TX$2.69BPershing
C42SAGE ADVISORY SERVICES LTD CO
CRD 106236
TX$28.43B42LPL Financial
C42SWIFT CREEK REAL ESTATE PARTNERS LLC
CRD 329614
TX$1.74BE*Trade
C42YACKTMAN ASSET MANAGEMENT LP
CRD 164420
TX$11.71B4Goldman Sachs
C41WEDGE CAPITAL MANAGEMENT LLP
CRD 106234
NC$7.75B23E*Trade
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade
C41BANNER OAK CAPITAL PARTNERS, LP
CRD 284367
TX$4.46BE*Trade
C41ADELL HARRIMAN & CARPENTER INC
CRD 107488
TX$2.09B6E*Trade
C41TURTLE CREEK MANAGEMENT, LLC
CRD 140212
TX$4.28B3E*Trade
C41AMBERJACK CAPITAL PARTNERS, L.P.
CRD 161464
TX$1.25B2E*Trade
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street
C41ANCIENT ART, L.P.
CRD 141112
TX$1.50B1Goldman Sachs
C40ALLSPRING GLOBAL INVESTMENTS, LLC
CRD 104973
NC$475.78BState Street
C40WESTWOOD MANAGEMENT CORP
CRD 110269
TX$12.46B14State Street