ScoreFirmStateAUMAdvisorsCustodian
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab
C48WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199
NC$1.17B5E*Trade
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab
C46BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312
NC$132.63B13State Street
C45M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648
OR$1.01BE*Trade
C44COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786
NC$1.99B2E*Trade
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C43BILTMORE FAMILY OFFICE, LLC
CRD 167174
NC$3.47B14Charles Schwab
C42SCOTT CAPITAL ADVISORS, LLC
CRD 307980
OR$1.13B6Fidelity
C41WEDGE CAPITAL MANAGEMENT LLP
CRD 106234
NC$7.75B23E*Trade
C40ALLSPRING GLOBAL INVESTMENTS, LLC
CRD 104973
NC$475.78BState Street
C40CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD 149124
NC$2.39B50Charles Schwab
C40DESCHUTES INVESTMENT CONSULTING, LLC
CRD 155312
OR$2.89B10Charles 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
C38M FINANCIAL ASSET MANAGEMENT, INC.
CRD 136694
OR$1.23B4Charles Schwab
C38SILVERBACK ASSET MANAGEMENT, LLC
CRD 141407
NC$1.19BJPMorgan
C37BECKER CAPITAL MANAGEMENT INC
CRD 110489
OR$5.73B21Charles Schwab
C37CARDINAL CAPITAL MANAGEMENT INC
CRD 108076
NC$1.03B3Charles Schwab
C37LAUREL WEALTH ADVISORS, LLC
CRD 118469
NC$1.11B7Charles Schwab
C36OAK CITY CONSULTING, LLC
CRD 162220
NC$1.43B3Fidelity
C36CEDAR MOUNTAIN ADVISORS, LLC
CRD 140339
OR$1.20B6Charles Schwab
C36SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD 159419
OR$1.75B13Fidelity
C36DVSM, LP
CRD 160800
OR$1.89BWells Fargo
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
C34JENSEN INVESTMENT MANAGEMENT INC
CRD 105281
OR$6.48B5Pershing
C34STANCORP INVESTMENT ADVISERS, INC.
CRD 110228
OR$34.50B50Charles Schwab
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
C34VISION CAPITAL MANAGEMENT, INC.
CRD 107793
OR$1.23B12Charles Schwab
C33GOVERNMENT PORTFOLIO ADVISORS LLC
CRD 170384
OR$35.09B7E*Trade
C33FTA ASSET MANAGEMENT, LLC
CRD 332377
NC$1.01BE*Trade
C33FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD 104692
OR$10.66B27Charles Schwab
C33PHILLIPS AND COMPANY ADVISORS LLC
CRD 167214
OR$2.66B13Charles 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
C32LINDEN THOMAS ADVISORY SERVICES, LLC
CRD 288557
NC$1.77B11Charles Schwab
C32NORTHWEST CAPITAL MANAGEMENT INC
CRD 108091
OR$8.52B7Charles 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
C31FIRST CITIZENS INVESTOR SERVICES, INC.
CRD 44430
NC$2.63B50Pershing
C31ALDRICH WEALTH, LIMITED PARTNERSHIP
CRD 147200
OR$7.62B28Charles Schwab