ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*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
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0ME*Trade
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9ME*Trade
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade