ScoreFirmStateAUMAdvisorsCustodian
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade