ScoreFirmStateAUMAdvisorsCustodian
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley
B52MEDIQUS ASSET ADVISORS INC
CRD 107694
IL$1.46B5Charles Schwab
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab
C50BC ADVISORS, LLC
CRD 142982
NJ$4.73B6E*Trade
C49ARTHUR M. COHEN & ASSOCIATES LLC
CRD 105894
IL$1.11B3Charles Schwab
C48SYSTEMATIC FINANCIAL MANAGEMENT LP
CRD 106146
NJ$4.21B5Charles 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
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial
C46HARDING LOEVNER LP
CRD 104543
NJ$32.06BState Street
C46QUANTUM CAPITAL MANAGEMENT, LLC
CRD 111083
NJ$1.00B1Charles Schwab
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity
C44URBAN FINANCIAL ADVISORY CORP
CRD 110057
IL$1.28B3E*Trade
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44COZAD ASSET MANAGEMENT INC
CRD 104764
IL$2.62B20Pershing
C44EMBREE FINANCIAL GROUP
CRD 108233
IL$2.64B14Charles Schwab
C44PASSAIC PARTNERS LLC
CRD 313290
NJ$2.24BMorgan Stanley
C44TALBOT FINANCIAL, LLC
CRD 155162
WA$1.34B2Charles Schwab
C44EQUITY INTERNATIONAL MANAGEMENT, LLC
CRD 156961
IL$1.40BFolio Institutional
C43SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
CRD 106201
IL$3.30BJPMorgan
C43WP GLOBAL PARTNERS LLC
CRD 135689
IL$3.01BJPMorgan
C43SAVOIE CAPITAL LLC
CRD 167497
IL$1.32BCharles Schwab
C43COFG ADVISORS, LLC
CRD 333344
IL$1.21B11Raymond James
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
C42KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
CRD 111872
IL$2.66B50Charles Schwab
C42MILLIMAN FINANCIAL RISK MANAGEMENT LLC
CRD 159377
IL$40.33BE*Trade
C42CONDOR CAPITAL MANAGEMENT
CRD 104920
NJ$2.18B17Charles Schwab
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
C41ASHE CAPITAL MANAGEMENT, LP
CRD 169616
NJ$1.04BNorthern Trust
C41NPPG PLAN PROFESSIONALS, LLC
CRD 324646
NJ$6.27B2E*Trade
C40BROWNSON, REHMUS & FOXWORTH, INC.
CRD 110608
IL$4.79B16Charles Schwab
C40CASTLEARK MANAGEMENT LLC
CRD 109587
IL$4.59BE*Trade
C40FELDMAN, INGARDONA & CO.
CRD 29449
IL$1.73B5E*Trade
C40CFS INVESTMENT ADVISORY SERVICES LLC
CRD 106577
NJ$2.73B11Charles Schwab
C40HARRIS ASSOCIATES LP
CRD 106960
IL$109.48B4State Street
C40COYLE FINANCIAL COUNSEL, LLC
CRD 110593
IL$1.05B11Charles Schwab
C40RETIREMENT PLAN ADVISORS, LLC
CRD 122758
IL$3.54B45E*Trade
C40QRG CAPITAL MANAGEMENT, INC.
CRD 305277
IL$11.41B2Pershing
C40W. H. REAVES & CO., INC.
CRD 3140
NJ$5.94B1Pershing
C39LARAMAR MULTI-FAMILY VALUE MANAGER, LLC
CRD 161298
IL$1.91BCharles Schwab
C39HONEYWELL CAPITAL MANAGEMENT LLC
CRD 109537
NJ$12.19BE*Trade
C39KEEBECK PARTNERS, LLC
CRD 297496
IL$2.03B4Charles Schwab
C39PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300
NJ$1.22B7Fidelity