ScoreFirmStateAUMAdvisorsCustodian
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
B53WESTWOOD GLOBAL INVESTMENTS LLC
CRD 125012
UT$9.47B3Northern Trust
C50ALTA CAPITAL MANAGEMENT LLC
CRD 106786
UT$1.60B12Charles Schwab
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*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
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
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
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88BWells Fargo
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
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C42THE NORDEN GROUP LLC
CRD 323988
UT$1.97B22Charles 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
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
C39DETALUS ADVISORS, LLC
CRD 117958
MO$2.22B12Pershing
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
C38IRON GATE GLOBAL ADVISORS, LLC
CRD 111177
UT$1.32B7Charles 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