ScoreFirmStateAUMAdvisorsCustodian
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab
C47CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911
CT$2.27BE*Trade
C46K2/D&S MANAGEMENT CO., L.L.C.
CRD 123826
CT$6.53BBNY Mellon
C46KENSICO CAPITAL MANAGEMENT CORP.
CRD 157934
CT$7.88BGoldman Sachs
C46FORESTER CAPITAL, L.L.C.
CRD 160806
CT$1.07BState Street
C45BEIRNE WEALTH CONSULTING SERVICES, LLC
CRD 167103
CT$1.37B4E*Trade
C45M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648
OR$1.01BE*Trade
C44VERBENA VALUE LP
CRD 337379
CT$1.00BE*Trade
C44MAIN STREET RESEARCH LLC
CRD 114629
CT$2.68B17Charles Schwab
C44CZECH ASSET MANAGEMENT, L.P.
CRD 159308
CT$1.48BU.S. Bank
C43OXFORD LANE MANAGEMENT, LLC
CRD 154380
CT$2.31BE*Trade
C43BAXTER BROTHERS INC.
CRD 106548
CT$1.17B5Charles Schwab
C43SYMMETRY PARTNERS, LLC.
CRD 120982
CT$4.73B23Charles Schwab
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab
C42SCOTT CAPITAL ADVISORS, LLC
CRD 307980
OR$1.13B6Fidelity
C42CHILTON INVESTMENT COMPANY, INC.
CRD 120107
CT$1.32BMorgan Stanley
C42BRIDGEWATER ASSOCIATES, LP
CRD 105129
CT$150.16BGoldman Sachs
C41SMITH BROTHERS FINANCIAL, LLC
CRD 322951
CT$1.11B8Charles Schwab
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo
C40EDGEWOOD MANAGEMENT LLC
CRD 106647
CT$21.52B2JPMorgan
C40DESCHUTES INVESTMENT CONSULTING, LLC
CRD 155312
OR$2.89B10Charles Schwab
C40LITTLEJOHN & CO., LLC
CRD 156720
CT$8.97BGoldman Sachs
C39UBS REALTY INVESTORS LLC
CRD 107758
CT$2.34BE*Trade
C39WITT LAKE ASSET MANAGEMENT LLC
CRD 335523
CT$1.12BE*Trade
C39DOCK STREET CAPITAL MANAGEMENT LLC
CRD 157155
CT$1.65B2E*Trade
C38CORECOMMODITY MANAGEMENT, LLC
CRD 135810
CT$2.41BGoldman Sachs
C38VOYA FINANCIAL ADVISORS, INC.
CRD 2882
CT$3.87B50Pershing
C38M FINANCIAL ASSET MANAGEMENT, INC.
CRD 136694
OR$1.23B4Charles Schwab
C37ENERGY INCOME PARTNERS LLC
CRD 140799
CT$6.06B1U.S. Bank
C37BECKER CAPITAL MANAGEMENT INC
CRD 110489
OR$5.73B21Charles Schwab
C37PERFORMANCE EQUITY MANAGEMENT, LLC
CRD 110207
CT$9.41BState Street
C37GE INVESTMENT MANAGEMENT CORP
CRD 323648
CT$24.36BE*Trade
C37AQR CAPITAL MANAGEMENT, LLC
CRD 111883
CT$311.70B1State Street
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14BJPMorgan
C36RESOURCES MANAGEMENT CORP
CRD 104674
CT$1.07B7Charles Schwab
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49BE*Trade
C36GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015
SC$1.77B16Charles Schwab
C36H/2 CREDIT MANAGER LP
CRD 133693
CT$4.52BJPMorgan
C36LONE PINE CAPITAL LLC
CRD 156602
CT$21.62BState Street
C36CEDAR MOUNTAIN ADVISORS, LLC
CRD 140339
OR$1.20B6Charles Schwab
C36GILMAN HILL ASSET MANAGEMENT, LLC
CRD 143970
CT$1.24B5Charles Schwab
C36SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD 159419
OR$1.75B13Fidelity
C36DVSM, LP
CRD 160800
OR$1.89BWells Fargo
C35LOTUS INFRASTRUCTURE PARTNERS, LP
CRD 324015
CT$6.16BWells Fargo
C35WRIGHT INVESTORS SERVICE INC
CRD 106302
CT$1.21B6E*Trade