ScoreFirmStateAUMAdvisorsCustodian
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab
B50ANDERSON FINANCIAL PARTNERS, INC.
CRD 126641
FL$1.52BE*Trade
B50MONEY CONCEPTS CAPITAL CORP
CRD 12963
FL$4.07B50Charles Schwab
C49SAWGRASS ASSET MANAGEMENT LLC
CRD 108831
FL$2.05B8Charles Schwab
C48PRESCOTT GENERAL PARTNERS LLC
CRD 157907
FL$1.69BE*Trade
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
C47CONCURRENT ASSET MANAGEMENT, LLC
CRD 330657
FL$2.49B1Charles Schwab
C46INVESTMENT ADVISORY GROUP, LLC
CRD 109445
FL$1.22B5Fidelity
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity
C45ADVUS FINANCIAL PARTNERS, LLC
CRD 311990
FL$3.97B11Fidelity
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44GOLDSTEIN ADVISORS, LLC
CRD 323125
WI$1.08B10Charles Schwab
C44FAIRHOLME CAPITAL MANAGEMENT, L.L.C.
CRD 107987
FL$2.14B2E*Trade
C44FINACCESS ADVISORS, LLC
CRD 150697
FL$4.11B6E*Trade
C44TALBOT FINANCIAL, LLC
CRD 155162
WA$1.34B2Charles Schwab
C43CICCARELLI ADVISORY SERVICES INC
CRD 110904
FL$1.59B10Charles Schwab
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial
C43FINANCIAL PLAN, INC.
CRD 116073
WA$1.60B12Pershing
C43WHALEROCK POINT PARTNERS, LLC
CRD 140781
FL$1.04B4Fidelity
C43AUXANO ADVISORS, LLC
CRD 145179
WA$1.78B8Charles Schwab
C43JACKSON WEALTH MANAGEMENT, LLC
CRD 147642
FL$1.07B9Charles Schwab
C43PAUL R. RIED FINANCIAL GROUP, LLC
CRD 297284
WA$1.27B9Pershing
C43TIMOTHY PARTNERS, LTD.
CRD 41835
FL$2.86B12E*Trade
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust
C42CEREDEX VALUE ADVISORS LLC
CRD 146023
FL$3.43B1State Street
C42BASECAMP WEALTH ADVISORS, LLC
CRD 334018
WA$1.08B4Fidelity
C42BOWEN, HANES & CO INC
CRD 105153
FL$4.62B1Charles Schwab
C42KORE ADVISORS LP
CRD 159663
FL$1.24BBNY Mellon
C42THE PRAEDIUM GROUP LLC
CRD 161789
FL$1.71BJPMorgan
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade
C41THOMPSON INVESTMENT MANAGEMENT, INC.
CRD 129609
WI$3.08B8Charles Schwab
C41MILLIMAN ADVISORS, LLC
CRD 112245
WA$2.32B3E*Trade
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street
C41DOCK STREET ASSET MANAGEMENT INC
CRD 111163
FL$1.11B2Charles Schwab
C41ALPINE ASSOCIATES MANAGEMENT INC.
CRD 138901
FL$2.09BJPMorgan
C41IBEX WEALTH ADVISORS, LLC
CRD 168674
FL$1.28B8LPL Financial
C41FIDUCIARY MANAGEMENT, INC.
CRD 109149
WI$11.36BCharles Schwab
C40HEARTLAND ADVISORS, INC.
CRD 29433
WI$1.92B15Charles Schwab
C40CSENGE ADVISORY GROUP, LLC
CRD 131167
FL$3.17B50Charles Schwab
C40CORNERSTONE TRUST MANAGEMENT SERVICES LLC
CRD 170864
FL$1.08BE*Trade
C40ACASTA PARTNERS US LLC
CRD 335005
FL$4.72BNorthern Trust
C40INGHAM RUSSELL INVESTMENT ADVISORS INC
CRD 106299
FL$2.62B10Charles Schwab
C40PALISADES HUDSON ASSET MANAGEMENT, L.P.
CRD 109134
FL$1.84B8Charles Schwab
C40DOUBLELINE CAPITAL LP
CRD 152606
FL$93.32BBNY Mellon
C40HARBOUR INVESTMENTS, INC.
CRD 19258
WI$9.60B50E*Trade