ScoreFirmStateAUMAdvisorsCustodian
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab
C47GARDE CAPITAL, INC.
CRD 151043
WA$2.65B9Charles Schwab
C47D'ANNUNZIO CONSULTING GROUP, LLC
CRD 144422
WA$1.90B2Charles Schwab
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44TALBOT FINANCIAL, LLC
CRD 155162
WA$1.34B2Charles Schwab
C43FINANCIAL PLAN, INC.
CRD 116073
WA$1.60B12Pershing
C43AUXANO ADVISORS, LLC
CRD 145179
WA$1.78B8Charles Schwab
C43PAUL R. RIED FINANCIAL GROUP, LLC
CRD 297284
WA$1.27B9Pershing
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust
C42BASECAMP WEALTH ADVISORS, LLC
CRD 334018
WA$1.08B4Fidelity
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade
C41MILLIMAN ADVISORS, LLC
CRD 112245
WA$2.32B3E*Trade
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street
C37COHALO ADVISORY LLC
CRD 297315
WA$1.35B1Charles Schwab
C37LEADER CAPITAL CORP.
CRD 46206
WA$1.41BE*Trade
C36INATAI INVESTMENT MANAGEMENT CO. LLC
CRD 329696
WA$2.69BNorthern Trust
C36SOUTHERN FINANCIAL GROUP, LLC
CRD 142644
AL$1.05B3Fidelity
C34LUCID ADVISORS, INC.
CRD 116639
WA$1.15B2E*Trade
C34MCILRATH & ECK, LLC
CRD 145252
WA$1.36B6Pershing
C34STONEX ADVISORS INC.
CRD 174182
AL$5.09B50Pershing
C34GREENE WEALTH MANAGEMENT, LLC
CRD 137810
WA$1.41B4Charles Schwab
C34MARBLE WEALTH, LLC
CRD 335291
AL$1.05B5Fidelity
C33BRIGHTON JONES LLC
CRD 108601
WA$18.88B50Fidelity
C32ANDERSON GROWTH PARTNERS, LLC
CRD 138600
AL$1.01B1Pershing
C31LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC
CRD 107341
WA$12.18B50Charles Schwab
C31EMPIRICAL FINANCIAL SERVICES, LLC
CRD 152622
WA$8.43B50Charles Schwab
C31SATURNA CAPITAL CORPORATION
CRD 25586
WA$8.62B33Pershing
C31BENSLER, LLC
CRD 310849
WA$1.94B32LPL Financial
C30JACKSON THORNTON WEALTH MANAGEMENT, LLC
CRD 116091
AL$2.01B10Charles Schwab
C30RAM INVESTMENT PARTNERS, LLC
CRD 161077
WA$1.19B16Charles Schwab
C30NBC SECURITIES, INC.
CRD 17870
AL$1.78B50E*Trade
C30ASPIRE CAPITAL ADVISORS LLC
CRD 298366
WA$1.23B13Charles Schwab
C29HOHIMER WEALTH MANAGEMENT, LLC
CRD 300140
WA$1.26B12Charles Schwab
C29RUSSELL INVESTMENT MANAGEMENT, LLC
CRD 105734
WA$68.60B50Pershing
C29STEELHEAD PARTNERS,LLC
CRD 116569
WA$2.51BJPMorgan
C29LEAVELL INVESTMENT MANAGEMENT, INC.
CRD 107890
AL$3.40B24Charles Schwab
C28NWAM, LLC
CRD 147923
WA$4.13B50Charles Schwab
C28BADGLEY PHELPS WEALTH MANAGERS, LLC
CRD 315440
WA$7.28B26Charles Schwab
C28PUGH CAPITAL MANAGEMENT, INC.
CRD 111765
WA$12.82B4State Street
C28RESOURCE MANAGEMENT SERVICE, LLC
CRD 130791
AL$5.92BE*Trade
C28GOLDFINCH PARTNERS LP
CRD 300919
WA$2.09BJPMorgan
C27ALTRAVUE CAPITAL, LLC
CRD 283260
WA$1.54B4Pershing
C27ARLINGTON PARTNERS LLC
CRD 109335
AL$2.31B7E*Trade
C27WAVERLY ADVISORS, LLC
CRD 115332
AL$29.78B50Charles Schwab
C27ONEASCENT FINANCIAL SERVICES LLC
CRD 284549
AL$3.54B50Charles Schwab
C27180 WEALTH ADVISORS, LLC
CRD 284921
WA$1.36B3Fidelity
C26VERUS ADVISORY, INC.
CRD 110565
WA$19.43BE*Trade
C26BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
CRD 111470
WA$24.07BJPMorgan