ScoreFirmStateAUMAdvisorsCustodian
B54BEAR CREEK ASSET MANAGEMENT, LLC
CRD 137677
CO$5.19B8Pershing
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
B53AETHER INVESTMENT PARTNERS, LLC
CRD 149742
CO$1.14BE*Trade
B50CAMBIAR INVESTORS, LLC
CRD 115093
CO$2.92B3Morgan Stanley
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade
C49BRUNI J V & CO
CRD 106644
CO$1.10B2Charles Schwab
C48FREEDOM FUNDS MANAGEMENT CO
CRD 110785
CO$1.90B1E*Trade
C48TOWNSEND & ASSOCIATES, INC.
CRD 113681
CO$1.52B16E*Trade
C47FIRST HEARTLAND CONSULTANTS, INC.
CRD 110377
MO$2.09B50Pershing
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab
C47CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911
CT$2.27BE*Trade
C46IFG ADVISORS, LLC
CRD 172329
MO$1.03B7Charles Schwab
C46ARGENT CAPITAL MANAGEMENT LLC
CRD 107930
MO$3.99B13Charles Schwab
C46SWAN GLOBAL INVESTMENTS, LLC
CRD 114669
CO$2.39B19Charles Schwab
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
C45SCHAEFER FINANCIAL MANAGEMENT, INC.
CRD 110110
CO$1.11B7E*Trade
C45BEIRNE WEALTH CONSULTING SERVICES, LLC
CRD 167103
CT$1.37B4E*Trade
C45ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CRD 121307
MO$2.61B36Charles Schwab
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
C43STONEBRIDGE FINANCIAL GROUP, LLC
CRD 337972
MO$2.40B7Fidelity
C43SYMMETRY PARTNERS, LLC.
CRD 120982
CT$4.73B23Charles 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
C42FORVIS MAZARS WEALTH ADVISORS, LLC
CRD 110905
MO$9.75B50Charles Schwab
C42GENEOS WEALTH MANAGEMENT, INC.
CRD 120894
CO$9.22B50Pershing
C42ADVISORS ASSET MANAGEMENT, INC.
CRD 46727
CO$2.21B50Pershing
C41SWAN CAPITAL MANAGEMENT, LLC
CRD 164280
CO$1.30BE*Trade
C41CAPITAL INVESTMENT COUNSEL, LLC
CRD 328472
CO$1.35B5Charles Schwab
C41MERAMEC FINANCIAL PLANNERS, LLC
CRD 335112
MO$1.13B7Charles Schwab
C41SMITH BROTHERS FINANCIAL, LLC
CRD 322951
CT$1.11B8Charles Schwab
C40FIDUCIARY ADVISORS, INC.
CRD 108239
MO$2.10B3Charles Schwab
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo
C40EDGEWOOD MANAGEMENT LLC
CRD 106647
CT$21.52B2JPMorgan
C40PEAK ASSET MANAGEMENT, LLC
CRD 106944
CO$1.01B14Charles Schwab
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
C39SCOUT INVESTMENTS, INC.
CRD 111787
MO$36.57B3Raymond James
C39HILL INVESTMENT GROUP PARTNERS, LLC
CRD 312052
MO$1.35B8Charles Schwab
C39DOCK STREET CAPITAL MANAGEMENT LLC
CRD 157155
CT$1.65B2E*Trade