ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B60MITCHELL VAUGHT & TAYLOR INC
CRD 106160
IL$42.4ME*Trade
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B54INSIGHT SECURITIES, INC.
CRD 5611
IL$94.2M48E*Trade
B53EVEN HERD LLC
CRD 329728
OK$55.9ME*Trade
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7ME*Trade
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7ME*Trade
C50NATIVE AMERICAN FUND ADVISORS LLC
CRD 108149
OK$38.9M3Charles Schwab
C48SERAPH CAPITAL ASSOCIATES, LLC
CRD 165754
OK$90.3MCharles Schwab
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
C42RAIL SPLITTER CAPITAL ADVISERS, LLC
CRD 338780
IL$61.0ME*Trade
C40HERITAGE STRATEGIC WEALTH, LLC
CRD 338025
IL$45.7M1Charles Schwab
C39EASTSPRING INVESTMENTS INCORPORATED
CRD 169439
IL$49.7ME*Trade
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab
C36CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC
CRD 322813
IL$26.8ME*Trade