ScoreFirmStateAUMAdvisorsCustodian
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab
B61FAMILY DYNASTY ADVISORS LLC
CRD 297082
TX$52.3M2Charles Schwab
B60BRUESKE ADVISORY SERVICES, LLC
CRD 300689
WA$35.8M4E*Trade
B59WEALTHYX LLC
CRD 172380
TX$68.8ME*Trade
B58EFS ASSET MANAGEMENT LLC
CRD 106184
TX$70.0M1Charles Schwab
B57P3 ASSET MANAGEMENT, LLC
CRD 327327
WA$40.3ME*Trade
B56ADVISORS CRYPTO, INC.
CRD 109201
TX$11.2MCharles Schwab
B55BOX FINANCIAL ADVISORS, LLC
CRD 155623
TX$96.9M3E*Trade
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3MCharles Schwab
B52SADDOCK WEALTH, LLC
CRD 161568
TX$94.3M2Charles Schwab
B52RANGER ALTERNATIVE MANAGEMENT, L.P.
CRD 145543
TX$54.5ME*Trade
B52LONGHORN CAPITAL PARTNERS, L.P.
CRD 329221
TX$63.6ME*Trade
B51MONTROSE ESTATE CAPITAL MANAGEMENT, LLC
CRD 324497
TX$40.0M1Charles Schwab
B50II TECHNOLOGY, LLC
CRD 282760
TX$40.5M2Charles Schwab
B50BASA RESOURCES, INC.
CRD 290034
TX$95.7ME*Trade
C50ABRAHAM TRADING, LP
CRD 315318
TX$94.9M1E*Trade
C49EMPIRIC ADVISORS, INC.
CRD 108425
TX$64.7M2Charles Schwab
C49CUMBERLAND HILL CAPITAL MANAGEMENT LLC
CRD 142227
TX$18.1M2E*Trade
C48INSCRIPTION FAMILY OFFICE, LLC
CRD 301900
TX$04E*Trade
C48SILTSTONE CAPITAL, LLC
CRD 305786
TX$77.0ME*Trade
C48PRECEPT MANAGEMENT, LLC
CRD 114671
TX$5.4M2Goldman Sachs
C48ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
CRD 127140
TX$23.5M1Charles Schwab
C47BURKE WEALTH MANAGEMENT, LLC
CRD 305840
TX$95.2M5
C46DIRECTIONAL FINANCIAL SERVICES, LLC
CRD 171903
WA$11.5M4Charles Schwab
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0ME*Trade
C45ROCKWALL WEALTH MANAGEMENT INC
CRD 339856
TX$03E*Trade
C45SALIENT ADVISORS, L.P.
CRD 122833
TX$61.8M1E*Trade
C45GAVLTD INTERNATIONAL CORPORATION
CRD 314687
TX$34.3ME*Trade
C43REWBIX AI INVESTMENTS LLC
CRD 326608
TX$20K1E*Trade
C43TABERNACLE EQUITY MANAGEMENT LLC
CRD 336248
TX$41.5ME*Trade
C42QUANTCA FINANCIAL LLC
CRD 329324
WA$10K1E*Trade
C41EVERKEY FINANCIAL LLC
CRD 325189
TX$10.6M1Fidelity
C40HIGGINBOTHAM RETIREMENT ADVISORS, INC.
CRD 128561
TX$05E*Trade
C40RIA GLOBAL RESEARCH, LLC
CRD 332608
TX$928K2Pershing
C40CAZ GP STAKES ADVISER LLC
CRD 338168
TX$99.0ME*Trade
C39CONCREIT FUND MANAGEMENT LLC
CRD 310737
WA$9.0M1E*Trade
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade
C39SOUTHWESTERN MONEY MANAGEMENT LLC
CRD 304033
TX$48.3M1E*Trade
C38SWBC INVESTMENT ADVISORY SERVICES LLC
CRD 156155
TX$05E*Trade
C38THIRD STAGE INVESTMENT GROUP, LLC
CRD 141951
WA$0E*Trade
C38RIVERROCK ASSET MANAGEMENT LLC
CRD 147691
TX$0E*Trade
C38FOUNDER ETFS LLC
CRD 335174
TX$0E*Trade
C38SOUTHPAW CP MANAGER LP
CRD 339218
TX$0E*Trade
C38BERCH CAPITAL LLC
CRD 339591
TX$6.6ME*Trade
C37PECUSAVVY FINANCIAL, LLC
CRD 339768
TX$9.1M1Altruist
C37MDT FINANCIAL ADVISORS, LLC
CRD 340925
TX$05E*Trade
C37KESTRA INSTITUTIONAL SERVICES, LLC
CRD 151790
TX$0E*Trade
C37WEALTHDOOR ASSET MANAGEMENT LLC
CRD 336825
TX$7KE*Trade
C36NEXPOINT INSURANCE SOLUTIONS, L.P.
CRD 301997
TX$95.7M2E*Trade
C36FIVANCIAL ADVISORS, INC.
CRD 336326
TX$925E*Trade