ScoreFirmStateAUMAdvisorsCustodian
B54BEAR CREEK ASSET MANAGEMENT, LLC
CRD 137677
CO$5.19B8Pershing
B53AETHER INVESTMENT PARTNERS, LLC
CRD 149742
CO$1.14BE*Trade
B50CAMBIAR INVESTORS, LLC
CRD 115093
CO$2.92B3Morgan Stanley
C49BRUNI J V & CO
CRD 106644
CO$1.10B2Charles Schwab
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab
C48FREEDOM FUNDS MANAGEMENT CO
CRD 110785
CO$1.90B1E*Trade
C48TOWNSEND & ASSOCIATES, INC.
CRD 113681
CO$1.52B16E*Trade
C48WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199
NC$1.17B5E*Trade
C46BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312
NC$132.63B13State Street
C46SWAN GLOBAL INVESTMENTS, LLC
CRD 114669
CO$2.39B19Charles Schwab
C45SCHAEFER FINANCIAL MANAGEMENT, INC.
CRD 110110
CO$1.11B7E*Trade
C44COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786
NC$1.99B2E*Trade
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C43BILTMORE FAMILY OFFICE, LLC
CRD 167174
NC$3.47B14Charles Schwab
C42GENEOS WEALTH MANAGEMENT, INC.
CRD 120894
CO$9.22B50Pershing
C42ADVISORS ASSET MANAGEMENT, INC.
CRD 46727
CO$2.21B50Pershing
C41WEDGE CAPITAL MANAGEMENT LLP
CRD 106234
NC$7.75B23E*Trade
C41SWAN CAPITAL MANAGEMENT, LLC
CRD 164280
CO$1.30BE*Trade
C41CAPITAL INVESTMENT COUNSEL, LLC
CRD 328472
CO$1.35B5Charles Schwab
C40ALLSPRING GLOBAL INVESTMENTS, LLC
CRD 104973
NC$475.78BState Street
C40CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD 149124
NC$2.39B50Charles Schwab
C40PEAK ASSET MANAGEMENT, LLC
CRD 106944
CO$1.01B14Charles Schwab
C39STEELE CREEK INVESTMENT MANAGEMENT LLC
CRD 170209
NC$1.74BU.S. Bank
C39ALUMINA INVESTMENT MANAGEMENT, LLC
CRD 164273
NC$5.26BE*Trade
C39ALLSPRING FUNDS MANAGEMENT, LLC
CRD 110841
NC$324.65B50LPL Financial
C381888 INVESTMENTS, LLC
CRD 312491
CO$5.91BNorthern Trust
C38SILVERBACK ASSET MANAGEMENT, LLC
CRD 141407
NC$1.19BJPMorgan
C38PARAGON CAPITAL MANAGEMENT
CRD 105147
CO$1.32B5Charles Schwab
C37CARDINAL CAPITAL MANAGEMENT INC
CRD 108076
NC$1.03B3Charles Schwab
C37LAUREL WEALTH ADVISORS, LLC
CRD 118469
NC$1.11B7Charles Schwab
C36OAK CITY CONSULTING, LLC
CRD 162220
NC$1.43B3Fidelity
C36FOUNDRY GROUP, LLC
CRD 159541
CO$3.50BWells Fargo
C36MILL CAPITAL MANAGEMENT, LLC
CRD 312798
NC$1.49B3Charles Schwab
C35CORNERSTONE WEALTH GROUP, LLC
CRD 289971
NC$2.49B29Charles Schwab
C35MARSICO CAPITAL MANAGEMENT, LLC
CRD 109250
CO$4.26B1E*Trade
C35BARINGS LLC
CRD 106006
NC$392.75BState Street
C35TRANSAMERICA ASSET MANAGEMENT, INC.
CRD 107376
CO$65.94BE*Trade
C34ALLY INVEST ADVISORS INC
CRD 170301
NC$1.73B50Apex Clearing
C34STERLING CAPITAL MANAGEMENT LLC
CRD 135405
NC$69.23B37E*Trade
C34VERITY ASSET MANAGEMENT, INC.
CRD 158667
NC$1.15B50E*Trade
C34CAPFINANCIAL PARTNERS, LLC
CRD 175112
NC$1236.70B50E*Trade
C34SHARKEY HOWES & JAVER INC
CRD 106050
CO$1.13B9Charles Schwab
C33REDEFINE VENTURES LLC
CRD 323691
CO$1.28BJPMorgan
C33FTA ASSET MANAGEMENT, LLC
CRD 332377
NC$1.01BE*Trade
C33DEER PARK ROAD MANAGEMENT COMPANY, LP
CRD 140370
CO$3.52BCharles Schwab
C33ARROWMARK COLORADO HOLDINGS, LLC
CRD 149120
CO$21.02BGoldman Sachs
C33MORGAN CREEK CAPITAL MANAGEMENT, LLC
CRD 138401
NC$1.79BNorthern Trust
C33FIVE POINTS CAPITAL LLC
CRD 160792
NC$1.45BE*Trade
C33OPHIR ASSET MANAGEMENT US LLC
CRD 312619
CO$1.27BE*Trade
C33KIAN CAPITAL PARTNERS, LLC
CRD 329179
NC$1.10BE*Trade