ScoreFirmStateAUMAdvisorsCustodian
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab
C48WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199
NC$1.17B5E*Trade
C46BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312
NC$132.63B13State Street
C44COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786
NC$1.99B2E*Trade
C44GOLDSTEIN ADVISORS, LLC
CRD 323125
WI$1.08B10Charles Schwab
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial
C43BILTMORE FAMILY OFFICE, LLC
CRD 167174
NC$3.47B14Charles Schwab
C41WEDGE CAPITAL MANAGEMENT LLP
CRD 106234
NC$7.75B23E*Trade
C41THOMPSON INVESTMENT MANAGEMENT, INC.
CRD 129609
WI$3.08B8Charles Schwab
C41FIDUCIARY MANAGEMENT, INC.
CRD 109149
WI$11.36BCharles Schwab
C40ALLSPRING GLOBAL INVESTMENTS, LLC
CRD 104973
NC$475.78BState Street
C40HEARTLAND ADVISORS, INC.
CRD 29433
WI$1.92B15Charles Schwab
C40CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD 149124
NC$2.39B50Charles Schwab
C40HARBOUR INVESTMENTS, INC.
CRD 19258
WI$9.60B50E*Trade
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
C37ELLENBECKER INVESTMENT GROUP, INC.
CRD 173851
WI$2.06B19Charles Schwab
C37CARDINAL CAPITAL MANAGEMENT INC
CRD 108076
NC$1.03B3Charles Schwab
C37FORM WEALTH ADVISORS, LLC
CRD 326519
WI$1.06B8Raymond James
C37NICHOLAS CO INC
CRD 108347
WI$6.08B1Charles Schwab
C37DIVERSIFIED MANAGEMENT INC
CRD 106680
WI$1.87B6Charles Schwab
C37LAUREL WEALTH ADVISORS, LLC
CRD 118469
NC$1.11B7Charles Schwab
C36OAK CITY CONSULTING, LLC
CRD 162220
NC$1.43B3Fidelity
C36HECK CAPITAL ADVISORS, LLC
CRD 143848
WI$11.31B20E*Trade
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
C34ALLY INVEST ADVISORS INC
CRD 170301
NC$1.73B50Apex Clearing
C34SENTRY INVESTMENT MANAGEMENT, L.L.C.
CRD 105176
WI$1.43BE*Trade
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
C33KELLOGG ASSET MANAGEMENT, LLC
CRD 150031
WI$2.86B9E*Trade
C33FTA ASSET MANAGEMENT, LLC
CRD 332377
NC$1.01BE*Trade
C33DANA INVESTMENT ADVISORS INC
CRD 105879
WI$6.08B25Charles Schwab
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
C32KLCM ADVISORS, INC.
CRD 107847
WI$1.88B5Charles Schwab
C32LINDEN THOMAS ADVISORY SERVICES, LLC
CRD 288557
NC$1.77B11Charles Schwab
C32GENEVA CAPITAL MANAGEMENT LLC
CRD 105432
WI$5.60B3Morgan Stanley
C32MADISON INVESTMENT ADVISORS, LLC
CRD 110297
WI$13.84B24Charles Schwab
C31FOUNDERS FINANCIAL ALLIANCE, LLC
CRD 173011
NC$1.19B31LPL Financial
C31ETON ADVISORS GROUP, LLC
CRD 289395
NC$1.89B6BNY Mellon