ScoreFirmStateAUMAdvisorsCustodian
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0ME*Trade
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab