ScoreFirmStateAUMAdvisorsCustodian
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade
B57NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676
TN$2.21B7E*Trade
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab
C50LEGACY WEALTH MANAGEMENT INC
CRD 108619
TN$2.66B16Charles Schwab
C48WEAVER C. BARKSDALE & ASSOCIATES, INC.
CRD 105098
TN$3.44B9E*Trade
C47GARDE CAPITAL, INC.
CRD 151043
WA$2.65B9Charles Schwab
C47CHICKASAW CAPITAL MANAGEMENT, LLC
CRD 127398
TN$2.55B14U.S. Bank
C47D'ANNUNZIO CONSULTING GROUP, LLC
CRD 144422
WA$1.90B2Charles Schwab
C46MARTIN & COMPANY, INC
CRD 108718
TN$1.65B6E*Trade
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity
C46THOROUGHBRED FINANCIAL SERVICES, LLC
CRD 47893
TN$4.04B44E*Trade
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44GOLDSTEIN ADVISORS, LLC
CRD 323125
WI$1.08B10Charles Schwab
C44TALBOT FINANCIAL, LLC
CRD 155162
WA$1.34B2Charles Schwab
C44DELTA ASSET MANAGEMENT, LLC
CRD 113688
TN$1.53B6Charles Schwab
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial
C43FINANCIAL PLAN, INC.
CRD 116073
WA$1.60B12Pershing
C43AUXANO ADVISORS, LLC
CRD 145179
WA$1.78B8Charles Schwab
C43FIELDER CAPITAL GROUP LLC
CRD 156737
TN$1.21B8Charles Schwab
C43PAUL R. RIED FINANCIAL GROUP, LLC
CRD 297284
WA$1.27B9Pershing
C42BASECAMP WEALTH ADVISORS, LLC
CRD 334018
WA$1.08B4Fidelity
C42SENTRY, LLC
CRD 150593
TN$2.33B3Charles Schwab
C42B. RILEY WEALTH ADVISORS, INC.
CRD 115927
TN$4.21B50Fidelity
C42ILS ADVISORY SERVICES, LLC
CRD 333054
TN$1.58BE*Trade
C41THOMPSON INVESTMENT MANAGEMENT, INC.
CRD 129609
WI$3.08B8Charles Schwab
C41MILLIMAN ADVISORS, LLC
CRD 112245
WA$2.32B3E*Trade
C41CALYDON CAPITAL, LLC
CRD 285485
TN$3.58B7Charles Schwab
C41FIDUCIARY MANAGEMENT, INC.
CRD 109149
WI$11.36BCharles Schwab
C40HEARTLAND ADVISORS, INC.
CRD 29433
WI$1.92B15Charles Schwab
C40HARBOUR INVESTMENTS, INC.
CRD 19258
WI$9.60B50E*Trade
C38KAUFMAN HALL INVESTMENT MANAGEMENT, LLC
CRD 328876
TN$2.82BE*Trade
C38SANFORD C. BERNSTEIN & CO., LLC
CRD 104474
TN$1.22B50E*Trade
C38SOUTHEASTERN ASSET MANAGEMENT INC.
CRD 105276
TN$3.70BShareholders Service Group
C38DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
CRD 174809
TN$2.69B14Charles Schwab
C37ELLENBECKER INVESTMENT GROUP, INC.
CRD 173851
WI$2.06B19Charles Schwab
C37FORM WEALTH ADVISORS, LLC
CRD 326519
WI$1.06B8Raymond James
C37NICHOLAS CO INC
CRD 108347
WI$6.08B1Charles Schwab
C37PATTEN AND PATTEN, INC.
CRD 105414
TN$2.21B3Charles Schwab
C37DIVERSIFIED MANAGEMENT INC
CRD 106680
WI$1.87B6Charles Schwab
C37AB CUSTOM ALTERNATIVE SOLUTIONS LLC
CRD 110879
TN$1.42BE*Trade
C37COHALO ADVISORY LLC
CRD 297315
WA$1.35B1Charles Schwab
C37LEADER CAPITAL CORP.
CRD 46206
WA$1.41BE*Trade
C36STEEL GROVE CAPITAL ADVISORS, LLC
CRD 115231
TN$1.64B7Charles Schwab
C36HECK CAPITAL ADVISORS, LLC
CRD 143848
WI$11.31B20E*Trade
C36INATAI INVESTMENT MANAGEMENT CO. LLC
CRD 329696
WA$2.69BNorthern Trust
C36LBMC INVESTMENT ADVISORS LLC
CRD 108943
TN$2.23B4Charles Schwab
C36POINTER MANAGEMENT, LLC
CRD 156810
TN$2.79B1Goldman Sachs