ScoreFirmStateAUMAdvisorsCustodian
B64CAPITAL RESOURCE MANAGEMENT INC
CRD 106768
IL$593.2M1E*Trade
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab
B57SEARLE & CO.
CRD 13035
CT$629.9M13Pershing
B55ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
CRD 317544
IL$907.2M5Charles Schwab
B54HEMSLEY ADVISORS, LTD.
CRD 106414
IL$638.1M4Charles Schwab
B54TAIKO PRIVATE WEALTH
CRD 329909
IL$514.8M2Charles Schwab
B54DRAKE CAPITAL ADVISORS LLC
CRD 136716
CT$713.4MInteractive Brokers
B54SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543
IL$599.6M16LPL Financial
B53ADVISORY RESEARCH INC
CRD 108254
IL$991.3M7Charles Schwab
B53GRANITE GROUP ADVISORS, LLC
CRD 127357
CT$829.6M2E*Trade
B51SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255
IL$705.7M6Fidelity
B51RISKBRIDGE ADVISORS, LLC
CRD 310396
CT$898.3M10Charles Schwab
B50MATSON FINANCIAL ADVISORS, INC.
CRD 122480
CT$518.9M3Pershing
B50J.H. WHITNEY CAPITAL PARTNERS, LLC
CRD 160547
CT$859.3ME*Trade
C50GREENROCK RESEARCH, INC.
CRD 131825
IL$863.9M4E*Trade
C50ENDEAVOUR CAPITAL ADVISORS INC.
CRD 137689
CT$602.7MMorgan Stanley
C49INTERTIDE PARTNERS L.L.C.
CRD 326896
IL$971.4MCharles Schwab
C49FREEDOM INVESTMENT MANAGEMENT, INC.
CRD 126052
CT$568.7M5Charles Schwab
C48TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD 142728
IL$755.4M22LPL Financial
C47NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
CRD 109203
CT$673.0M6Charles Schwab
C47SKY INVESTMENT GROUP LLC
CRD 134001
CT$931.0M8Charles Schwab
C47LITVAK WEALTH, LLC
CRD 170805
CT$536.1M4Fidelity
C47DRUM CAPITAL MANAGEMENT LLC
CRD 137964
CT$503.2ME*Trade
C47ATIVO CAPITAL MANAGEMENT, LLC
CRD 125303
IL$862.7M5Northern Trust
C47CENTRIC WEALTH MANAGEMENT, LLC
CRD 133877
IL$792.9M11Charles Schwab
C46INVESTMARK ADVISORY GROUP LLC
CRD 121060
CT$929.7M10E*Trade
C46MILL ROAD CAPITAL MANAGEMENT LLC
CRD 157095
CT$753.8MGoldman Sachs
C45TRIGRAN INVESTMENTS, INC.
CRD 155200
IL$533.2MWells Fargo
C45DREAM CAPITAL ADVISORS, LLC
CRD 142788
IL$695.3M1E*Trade
C45STRATIS CAPITAL, LLC
CRD 300130
CT$507.5M1Goldman Sachs
C45OLYMPUS PEAK ASSET MANAGEMENT LP
CRD 299460
CT$702.0MGoldman Sachs
C44CAT ROCK CAPITAL MANAGEMENT LP
CRD 268817
CT$968.5MMorgan Stanley
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James
C44JACKSON, GRANT INVESTMENT ADVISERS, INC.
CRD 108156
CT$577.7M4Pershing
C44SHANKERVALLEAU WEALTH ADVISORS, INC.
CRD 117527
IL$645.3M7Charles Schwab
C44WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CRD 299595
IL$732.2M5Fidelity
C44GRANDVIEW PROPERTY PARTNERS, LLC
CRD 299814
CT$890.1M1JPMorgan
C44RJA ASSET MANAGEMENT LLC
CRD 153428
CT$588.9MNorthern Trust
C44INTRINSIC EDGE CAPITAL MANAGEMENT LLC
CRD 285034
IL$771.8M1Fidelity
C43CURA WEALTH ADVISORS, LLC
CRD 332511
IL$527.7M2Charles Schwab
C43GOODWIN CAPITAL ADVISERS, INC.
CRD 108290
CT$986.6M1E*Trade
C42CONIFER INVESTMENTS LTD
CRD 106159
CT$524.0M1Charles Schwab
C42ABERDEEN WEALTH MANAGEMENT LLC
CRD 108525
IL$699.1M2Charles Schwab
C42RESOURCE FINANCIAL GROUP, LTD.
CRD 119833
IL$637.4M2E*Trade
C42KABOUTER MANAGEMENT, LLC
CRD 153099
IL$992.5MGoldman Sachs
C42SFAM, LLC
CRD 145026
IL$896.5M4Charles Schwab
C42RED ARTS CAPITAL MANAGEMENT, LLC
CRD 316396
IL$619.5ME*Trade
C42GARDEN INVESTMENT MANAGEMENT, L.P.
CRD 330358
CT$507.7MJPMorgan
C42BROOKSTONE ASSET MANAGEMENT, LLC
CRD 153467
IL$597.9M1E*Trade