ScoreFirmStateAUMAdvisorsCustodian
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade
B59BYRON PLACE CAPITAL MANAGEMENT, LLC
CRD 282078
NJ$48.4M1E*Trade
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0MWells Fargo
B50GOOSE HOLLOW CAPITAL MANAGEMENT LLC
CRD 312912
NJ$41.0ME*Trade
C48PEGASUS GROUP, LLC
CRD 113499
NJ$91.3M2Charles Schwab
C46YORKVILLE AMERICA EQUITIES, LLC
CRD 336431
NJ$42.6ME*Trade
C45WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD 309553
MI$93.1M5Charles Schwab
C45ACTIVE WEALTH ADVISORS LLC
CRD 336793
NJ$75.4M1E*Trade
C44TRP CAPITAL ADVISORS, LLC
CRD 281098
MI$82.5ME*Trade
C23ALOOOLA, LLC
CRD 325090
NJ$51.2ME*Trade