ScoreFirmStateAUMAdvisorsCustodian
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab
C48WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199
NC$1.17B5E*Trade
C47GARDE CAPITAL, INC.
CRD 151043
WA$2.65B9Charles Schwab
C47D'ANNUNZIO CONSULTING GROUP, LLC
CRD 144422
WA$1.90B2Charles Schwab
C46BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312
NC$132.63B13State Street
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity
C44COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786
NC$1.99B2E*Trade
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44TALBOT FINANCIAL, LLC
CRD 155162
WA$1.34B2Charles Schwab
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C43FINANCIAL PLAN, INC.
CRD 116073
WA$1.60B12Pershing
C43AUXANO ADVISORS, LLC
CRD 145179
WA$1.78B8Charles Schwab
C43PAUL R. RIED FINANCIAL GROUP, LLC
CRD 297284
WA$1.27B9Pershing
C43BILTMORE FAMILY OFFICE, LLC
CRD 167174
NC$3.47B14Charles Schwab
C42BASECAMP WEALTH ADVISORS, LLC
CRD 334018
WA$1.08B4Fidelity
C41WEDGE CAPITAL MANAGEMENT LLP
CRD 106234
NC$7.75B23E*Trade
C41MILLIMAN ADVISORS, LLC
CRD 112245
WA$2.32B3E*Trade
C40ALLSPRING GLOBAL INVESTMENTS, LLC
CRD 104973
NC$475.78BState Street
C40CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD 149124
NC$2.39B50Charles 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
C38SILVERBACK ASSET MANAGEMENT, LLC
CRD 141407
NC$1.19BJPMorgan
C37CARDINAL CAPITAL MANAGEMENT INC
CRD 108076
NC$1.03B3Charles Schwab
C37LAUREL WEALTH ADVISORS, LLC
CRD 118469
NC$1.11B7Charles Schwab
C37COHALO ADVISORY LLC
CRD 297315
WA$1.35B1Charles Schwab
C37LEADER CAPITAL CORP.
CRD 46206
WA$1.41BE*Trade
C36OAK CITY CONSULTING, LLC
CRD 162220
NC$1.43B3Fidelity
C36INATAI INVESTMENT MANAGEMENT CO. LLC
CRD 329696
WA$2.69BNorthern Trust
C36MILL CAPITAL MANAGEMENT, LLC
CRD 312798
NC$1.49B3Charles Schwab
C35CORNERSTONE WEALTH GROUP, LLC
CRD 289971
NC$2.49B29Charles Schwab
C35BARINGS LLC
CRD 106006
NC$392.75BState Street
C34LUCID ADVISORS, INC.
CRD 116639
WA$1.15B2E*Trade
C34ALLY INVEST ADVISORS INC
CRD 170301
NC$1.73B50Apex Clearing
C34STERLING CAPITAL MANAGEMENT LLC
CRD 135405
NC$69.23B37E*Trade
C34MCILRATH & ECK, LLC
CRD 145252
WA$1.36B6Pershing
C34VERITY ASSET MANAGEMENT, INC.
CRD 158667
NC$1.15B50E*Trade
C34CAPFINANCIAL PARTNERS, LLC
CRD 175112
NC$1236.70B50E*Trade
C34GREENE WEALTH MANAGEMENT, LLC
CRD 137810
WA$1.41B4Charles Schwab
C33FTA ASSET MANAGEMENT, LLC
CRD 332377
NC$1.01BE*Trade
C33BRIGHTON JONES LLC
CRD 108601
WA$18.88B50Fidelity
C33MORGAN CREEK CAPITAL MANAGEMENT, LLC
CRD 138401
NC$1.79BNorthern Trust
C33FIVE POINTS CAPITAL LLC
CRD 160792
NC$1.45BE*Trade
C33KIAN CAPITAL PARTNERS, LLC
CRD 329179
NC$1.10BE*Trade
C32LINDEN THOMAS ADVISORY SERVICES, LLC
CRD 288557
NC$1.77B11Charles Schwab
C31LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC
CRD 107341
WA$12.18B50Charles Schwab
C31FOUNDERS FINANCIAL ALLIANCE, LLC
CRD 173011
NC$1.19B31LPL Financial
C31ETON ADVISORS GROUP, LLC
CRD 289395
NC$1.89B6BNY Mellon
C31TOPSAIL WEALTH MANAGEMENT LLC
CRD 331098
NC$1.31B4Charles Schwab