ScoreFirmStateAUMAdvisorsCustodian
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade
B57NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676
TN$2.21B7E*Trade
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab
C50BC ADVISORS, LLC
CRD 142982
NJ$4.73B6E*Trade
C50LEGACY WEALTH MANAGEMENT INC
CRD 108619
TN$2.66B16Charles Schwab
C48SYSTEMATIC FINANCIAL MANAGEMENT LP
CRD 106146
NJ$4.21B5Charles Schwab
C48WEAVER C. BARKSDALE & ASSOCIATES, INC.
CRD 105098
TN$3.44B9E*Trade
C47CHICKASAW CAPITAL MANAGEMENT, LLC
CRD 127398
TN$2.55B14U.S. Bank
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial
C46HARDING LOEVNER LP
CRD 104543
NJ$32.06BState Street
C46MARTIN & COMPANY, INC
CRD 108718
TN$1.65B6E*Trade
C46QUANTUM CAPITAL MANAGEMENT, LLC
CRD 111083
NJ$1.00B1Charles Schwab
C46THOROUGHBRED FINANCIAL SERVICES, LLC
CRD 47893
TN$4.04B44E*Trade
C44GOLDSTEIN ADVISORS, LLC
CRD 323125
WI$1.08B10Charles Schwab
C44PASSAIC PARTNERS LLC
CRD 313290
NJ$2.24BMorgan Stanley
C44DELTA ASSET MANAGEMENT, LLC
CRD 113688
TN$1.53B6Charles Schwab
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial
C43FIELDER CAPITAL GROUP LLC
CRD 156737
TN$1.21B8Charles Schwab
C42SENTRY, LLC
CRD 150593
TN$2.33B3Charles Schwab
C42CONDOR CAPITAL MANAGEMENT
CRD 104920
NJ$2.18B17Charles Schwab
C42B. RILEY WEALTH ADVISORS, INC.
CRD 115927
TN$4.21B50Fidelity
C42ILS ADVISORY SERVICES, LLC
CRD 333054
TN$1.58BE*Trade
C41THOMPSON INVESTMENT MANAGEMENT, INC.
CRD 129609
WI$3.08B8Charles Schwab
C41ASHE CAPITAL MANAGEMENT, LP
CRD 169616
NJ$1.04BNorthern Trust
C41CALYDON CAPITAL, LLC
CRD 285485
TN$3.58B7Charles Schwab
C41FIDUCIARY MANAGEMENT, INC.
CRD 109149
WI$11.36BCharles Schwab
C41NPPG PLAN PROFESSIONALS, LLC
CRD 324646
NJ$6.27B2E*Trade
C40HEARTLAND ADVISORS, INC.
CRD 29433
WI$1.92B15Charles Schwab
C40CFS INVESTMENT ADVISORY SERVICES LLC
CRD 106577
NJ$2.73B11Charles Schwab
C40HARBOUR INVESTMENTS, INC.
CRD 19258
WI$9.60B50E*Trade
C40W. H. REAVES & CO., INC.
CRD 3140
NJ$5.94B1Pershing
C39HONEYWELL CAPITAL MANAGEMENT LLC
CRD 109537
NJ$12.19BE*Trade
C39PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300
NJ$1.22B7Fidelity
C38TOEWS CORPORATION
CRD 106304
NJ$1.04B14Charles Schwab
C38KAUFMAN HALL INVESTMENT MANAGEMENT, LLC
CRD 328876
TN$2.82BE*Trade
C38SANFORD C. BERNSTEIN & CO., LLC
CRD 104474
TN$1.22B50E*Trade
C38SOUTHEASTERN ASSET MANAGEMENT INC.
CRD 105276
TN$3.70BShareholders Service Group
C38DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
CRD 174809
TN$2.69B14Charles Schwab
C37ELLENBECKER INVESTMENT GROUP, INC.
CRD 173851
WI$2.06B19Charles Schwab
C37COLUMBUS HILL CAPITAL MANAGEMENT, L.P.
CRD 158336
NJ$1.61BState Street
C37FORM WEALTH ADVISORS, LLC
CRD 326519
WI$1.06B8Raymond James
C37NICHOLAS CO INC
CRD 108347
WI$6.08B1Charles Schwab
C37SYSTEMATIC ALPHA INVESTMENTS, LLC
CRD 297693
NJ$3.49B1E*Trade
C37PATTEN AND PATTEN, INC.
CRD 105414
TN$2.21B3Charles Schwab
C37DIVERSIFIED MANAGEMENT INC
CRD 106680
WI$1.87B6Charles Schwab
C37AB CUSTOM ALTERNATIVE SOLUTIONS LLC
CRD 110879
TN$1.42BE*Trade
C36STEEL GROVE CAPITAL ADVISORS, LLC
CRD 115231
TN$1.64B7Charles Schwab