ScoreFirmStateAUMAdvisorsCustodian
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
B61STEVENS, FOSTER FINANCIAL SERVICES, INC.
CRD 115752
MN$750.4M5Charles Schwab
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab
B57ALL STAR FINANCIAL LLC
CRD 323765
MN$881.7M5Charles Schwab
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab
B51MURPHY POHLAD ASSET MANAGEMENT LLC
CRD 109973
MN$639.7M4Charles Schwab
B50SYSTELLIGENCE, LLC
CRD 283582
MN$783.9M3E*Trade
B50DSG CAPITAL ADVISORS, LLC
CRD 332056
MN$780.3M7LPL Financial
C50DGV SOLUTIONS LP
CRD 174379
MN$944.4MNorthern Trust
C49ALLODIUM INVESTMENT CONSULTANTS, LLC
CRD 135812
MN$576.8M5Charles Schwab
C48HIGHMARK WEALTH MANAGEMENT LLC
CRD 164790
MN$611.7M4E*Trade
C48ACCREDITED INVESTOR SERVICES, LLC
CRD 148821
MN$591.0M10E*Trade
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9MFidelity
C43OAKWORTH ASSET MANAGEMENT, LLC
CRD 335388
AL$846.3M21E*Trade
C42DOUGHERTY WEALTH ADVISERS LLC
CRD 143138
MN$505.4M3Fidelity
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial
C42ESTUARY CAPITAL MANAGEMENT LP
CRD 323379
MN$853.9MGoldman Sachs
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade
C40SUMMIT INVESTMENT ADVISORY SERVICES, LLC
CRD 168594
MN$745.8M8LPL Financial
C40360 FINANCIAL, INC.
CRD 168600
MN$700.5M10LPL Financial
C40MODUS ADVISORS, LLC
CRD 291204
MN$601.1M4Charles Schwab
C40VALTINSON BRUNER FINANCIAL PLANNING LLC
CRD 297866
MN$712.0M7Charles Schwab
C39CORNERSTONE WEALTH ADVISORS, INC.
CRD 124947
MN$608.7M5Charles Schwab
C39GREATER MIDWEST FINANCIAL GROUP, LLC
CRD 324387
MN$589.3M8Fidelity
C39SIGHTLINE PARTNERS LLC
CRD 162629
MN$567.1MBNY Mellon
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade
C38STILES FINANCIAL SERVICES INCORPORATED
CRD 117023
MN$548.7M8Fidelity
C38BMSS WESSON WEALTH SOLUTIONS, LLC
CRD 282792
AL$704.0M8Charles Schwab
C37BURKETT FINANCIAL SERVICES, LLC
CRD 140168
SC$572.6M5Charles Schwab
C37FAIRVOY PRIVATE WEALTH, LLC
CRD 329636
AL$605.1M6Fidelity
C37SUMMIT CREEK ADVISORS, LLC
CRD 135496
MN$650.9M3E*Trade
C36PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
CRD 119436
MN$505.0M3E*Trade
C36ONEASCENT FAMILY OFFICE LLC
CRD 323305
AL$544.5M9Charles Schwab
C36PORTER WHITE INVESTMENT ADVISORS, INC.
CRD 110876
AL$748.2M4E*Trade
C35CHERRY TREE WEALTH MANAGEMENT, LLC
CRD 151406
MN$673.5M9Charles Schwab
C33HIGH NOTE WEALTH, LLC
CRD 305768
MN$683.5M4Charles Schwab
C33WHEELER RETIREMENT PLANS LLC
CRD 327889
MN$618.1M2E*Trade
C33NORTH SKY CAPITAL, LLC
CRD 133959
MN$986.1ME*Trade
C33BIRCHWOOD FINANCIAL PARTNERS, INC.
CRD 169962
MN$853.2M9Charles Schwab
C33MARQUETTE ASSET MANAGEMENT, LLC
CRD 282482
MN$871.6M3Charles Schwab
C33SUNBURST FINANCIAL GROUP, LLC
CRD 283605
AL$808.1M7Charles Schwab
C32STILLWATER ASSET MANAGEMENT, LLC
CRD 288535
MN$701.4MU.S. Bank
C32MAYFAIR ADVISORY GROUP, LLC
CRD 304668
AL$806.4M4Charles Schwab
C32BCR WEALTH STRATEGIES, LLC
CRD 119670
AL$528.1M7Pershing
C32WEALTH MANAGEMENT ADVISORS, LLC
CRD 171260
SC$686.1M5Charles Schwab
C32BALLAST ADVISORS, LLC
CRD 285991
MN$674.5M6Charles Schwab
C32LEGACY WEALTH ASSET MANAGEMENT, LLC
CRD 306732
MN$546.0M5Charles Schwab
C32STRONG TOWER ADVISORY SERVICES LLC
CRD 315106
MN$759.2M7Pershing
C31TWELE CAPITAL MANAGEMENT, INC.
CRD 130239
MN$578.5M3Charles Schwab