ScoreFirmStateAUMAdvisorsCustodian
B53LONGVIEW WEALTH MANAGEMENT, INC.
CRD 136214
GA$1.15B12Charles Schwab
B51CLEAR INVESTMENT RESEARCH, LLC
CRD 172685
GA$4.19B3State Street
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab
C50HAVEN GLOBAL PARTNERS, LLC
CRD 289472
GA$1.45B1State Street
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
C46SHAPIRO CAPITAL MANAGEMENT LLC
CRD 105581
GA$1.97B2Charles Schwab
C45STADION MONEY MANAGEMENT, LLC
CRD 112608
GA$2.69B13State Street
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44TALBOT FINANCIAL, LLC
CRD 155162
WA$1.34B2Charles Schwab
C44CORNERSTONE INVESTMENT PARTNERS, LLC
CRD 111753
GA$2.65B8Charles Schwab
C43ROLLINS FINANCIAL ADVISORS, LLC
CRD 312921
GA$1.59B7Charles Schwab
C43SOUTHEAST ASSET ADVISORS, LLC
CRD 107588
GA$4.20B8Charles Schwab
C43WILLIS INVESTMENT COUNSEL INC
CRD 111042
GA$4.23B6Pershing
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
C41GLENEAGLES INVESTMENT ADVISORS, LLC
CRD 312306
GA$3.08BE*Trade
C40LCP INSTITUTIONAL, LLC
CRD 325133
GA$3.18B3Charles Schwab
C40FIDUCIARYVEST, LLC
CRD 134351
GA$4.93BE*Trade
C40MARCO INVESTMENT MANAGEMENT LLC
CRD 108170
GA$1.77B5Charles Schwab
C40NICHOLAS HOFFMAN & COMPANY, LLC
CRD 144516
GA$8.26B14Charles Schwab
C39CHI-RHO FINANCIAL, LLC
CRD 138947
GA$1.35B6E*Trade
C38GLOBALT INVESTMENTS LLC
CRD 328039
GA$3.02B12LPL Financial
C38GREATMARK INVESTMENT PARTNERS, INC.
CRD 105267
GA$1.02B3Charles Schwab
C38VOYA INVESTMENT MANAGEMENT LLC
CRD 108934
GA$38.77BE*Trade
C37ARCUS CAPITAL PARTNERS, LLC
CRD 147346
GA$2.51B6Charles Schwab
C37MONTAG A & ASSOCIATES INC
CRD 105756
GA$2.97B9Charles Schwab
C37GMT CAPITAL CORP.
CRD 160404
GA$6.90BGoldman Sachs
C37INVESCO ADVISERS, INC.
CRD 105360
GA$749.52B50State 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
C34MSOUTH EQUITY PARTNERS, LLC
CRD 157601
GA$1.00BE*Trade
C34MCILRATH & ECK, LLC
CRD 145252
WA$1.36B6Pershing
C34STONEX ADVISORS INC.
CRD 174182
AL$5.09B50Pershing
C34OPENARC CORPORATE ADVISORY, LLC
CRD 336837
GA$10.09B50Charles Schwab
C34GREENE WEALTH MANAGEMENT, LLC
CRD 137810
WA$1.41B4Charles Schwab
C34MARBLE WEALTH, LLC
CRD 335291
AL$1.05B5Fidelity
C33FALCONS I, LLC
CRD 294460
GA$2.75BE*Trade
C33BRIGHTON JONES LLC
CRD 108601
WA$18.88B50Fidelity