ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade
B62ATHENAINVEST ADVISORS LLC
CRD 146224
CO$80.4M4Charles Schwab
B62SYNERGY CAPITAL OF COLORADO LLC
CRD 334117
CO$98.8M2Fidelity
B60MITCHELL VAUGHT & TAYLOR INC
CRD 106160
IL$42.4ME*Trade
B60WORLD CAPITAL ADVISORS, LLC
CRD 135941
CO$72.0M3E*Trade
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade
B54INSIGHT SECURITIES, INC.
CRD 5611
IL$94.2M48E*Trade
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7ME*Trade
B52OXFORD GATE MANAGEMENT, LLC
CRD 297061
CT$90.9MU.S. Bank
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7ME*Trade
B51INVESTMENT RESEARCH CORP
CRD 108208
CO$76.3M17E*Trade
C50SWAN WEALTH ADVISORS, LLC
CRD 292755
CO$98.0MPershing
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab
C45QUINCY WELLS ADVISORS, LLC
CRD 307477
IL$87.3M26E*Trade
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9ME*Trade
C44FAIRWAY CAPITAL MANAGEMENT, LLC
CRD 312918
IL$85.2MFolio Institutional
C43MONACHIL CAPITAL PARTNERS LP
CRD 311376
CT$71.7MJPMorgan
C43LEH II MANAGEMENT LLC
CRD 328785
CO$93.1ME*Trade
C42RAIL SPLITTER CAPITAL ADVISERS, LLC
CRD 338780
IL$61.0ME*Trade
C40BLUE SKY ASSET MANAGEMENT, LLC
CRD 167686
CO$98.6M1E*Trade
C40BZ WEALTH ADVISORS, LLC
CRD 335978
CO$26.0M1Charles Schwab
C40WRIGHT PRIVATE ASSET MANAGEMENT LLC
CRD 139570
CT$74.1M4Charles Schwab
C40HERITAGE STRATEGIC WEALTH, LLC
CRD 338025
IL$45.7M1Charles Schwab
C39EASTSPRING INVESTMENTS INCORPORATED
CRD 169439
IL$49.7ME*Trade
C38BEST LIFE INFINITY, LLC
CRD 319232
CO$48.2M6E*Trade
C36KELLY STRATEGIC MANAGEMENT, LLC
CRD 315259
CO$81.7ME*Trade
C36CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC
CRD 322813
IL$26.8ME*Trade
C34ISRAEL INVESTMENT ADVISORS, LLC
CRD 153952
CO$96.3M23Charles Schwab
C33MEKETA CAPITAL, LLC
CRD 328303
CO$83.0M2E*Trade
C32OXFORD PARK MANAGEMENT, LLC
CRD 324383
CT$71.4ME*Trade
C29GRAYSCALE ADVISORS, LLC
CRD 314868
CT$60.6M14State Street
C15TIFIN GIVE INC.
CRD 313261
CO$30.9MCharles Schwab