ScoreFirmStateAUMAdvisorsCustodian
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
B54WELLINGTON CONSULTING SERVICES INC
CRD 105837
VA$1.69B9Charles Schwab
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab
C48BLUESTEM ASSET MANAGEMENT, LLC
CRD 158330
VA$1.29BE*Trade
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
C45RICHMOND CAPITAL MANAGEMENT INC
CRD 104636
VA$5.93B8U.S. Bank
C45BEIRNE WEALTH CONSULTING SERVICES, LLC
CRD 167103
CT$1.37B4E*Trade
C44VERBENA VALUE LP
CRD 337379
CT$1.00BE*Trade
C44MAIN STREET RESEARCH LLC
CRD 114629
CT$2.68B17Charles Schwab
C44EJF CAPITAL LP
CRD 138854
VA$6.10BJPMorgan
C44CZECH ASSET MANAGEMENT, L.P.
CRD 159308
CT$1.48BU.S. Bank
C43OXFORD LANE MANAGEMENT, LLC
CRD 154380
CT$2.31BE*Trade
C43YESKE BUIE INC.
CRD 143234
VA$1.07B9Charles Schwab
C43BAXTER BROTHERS INC.
CRD 106548
CT$1.17B5Charles Schwab
C43AEGIS FINANCIAL CORPORATION
CRD 111587
VA$1.37B2Pershing
C43SYMMETRY PARTNERS, LLC.
CRD 120982
CT$4.73B23Charles Schwab
C43CASSADAY & CO WEALTH MANAGEMENT LLC
CRD 317672
VA$7.14B43Pershing
C42RIVERFRONT INVESTMENT GROUP, LLC
CRD 146221
VA$2.22B28Raymond James
C42CHILTON INVESTMENT COMPANY, INC.
CRD 120107
CT$1.32BMorgan Stanley
C42BRIDGEWATER ASSOCIATES, LP
CRD 105129
CT$150.16BGoldman Sachs
C41WINSTON CAPITAL MANAGEMENT LLC
CRD 111450
VA$1.15BE*Trade
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
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
C391607 CAPITAL PARTNERS, LLC
CRD 144758
VA$3.49BNorthern Trust
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
C38THE EDGAR LOMAX COMPANY
CRD 105444
VA$1.42BState Street
C38AKRE CAPITAL MANAGEMENT, LLC
CRD 109242
VA$11.82B7Charles Schwab
C38THOMPSON SIEGEL & WALMSLEY LLC
CRD 105726
VA$21.15B19BNY Mellon
C38SPIRE WEALTH MANAGEMENT, LLC
CRD 113908
VA$4.51B50Charles Schwab
C38MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD 165689
VA$1.60B2Charles Schwab
C37ENERGY INCOME PARTNERS LLC
CRD 140799
CT$6.06B1U.S. Bank
C37PERFORMANCE EQUITY MANAGEMENT, LLC
CRD 110207
CT$9.41BState Street
C37CAPITOL SECURITIES MANAGEMENT, INC.
CRD 14169
VA$2.16B50Raymond James
C37GE INVESTMENT MANAGEMENT CORP
CRD 323648
CT$24.36BE*Trade
C37AQR CAPITAL MANAGEMENT, LLC
CRD 111883
CT$311.70B1State Street
C36RESOURCES MANAGEMENT CORP
CRD 104674
CT$1.07B7Charles Schwab
C36THE HOERNER PLANNING GROUP, LLC
CRD 139464
VA$1.65B4Fidelity
C36H/2 CREDIT MANAGER LP
CRD 133693
CT$4.52BJPMorgan
C36STRATEGIC INVESTMENT MANAGEMENT, LLC
CRD 104862
VA$35.51BNorthern Trust
C36LONE PINE CAPITAL LLC
CRD 156602
CT$21.62BState Street
C36PETTYJOHN, WOOD & WHITE, INC.
CRD 106403
VA$1.02B5Charles Schwab