ScoreFirmStateAUMAdvisorsCustodian
B60OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851
OK$4.3M1Charles Schwab
C48SCALYR TECHNOLOGIES INC.
CRD 326836
MA$190KE*Trade
C47SWEATER INDUSTRIES LLC
CRD 317749
CO$16.1ME*Trade
C43ADAPTIVE ADVISERS, LLC
CRD 318716
MA$450KE*Trade
C42ARBORSTONE FINANCIAL, LLC
CRD 338225
MA$04Charles Schwab
C42HOUSE HANOVER LLC
CRD 284838
MA$19.7ME*Trade
C42WILLOW PARTNER ADVISORS, LLC
CRD 333917
MA$01E*Trade
C42OXBOW HOLDINGS, INC.
CRD 339061
MA$01E*Trade
C39SAVVLY ADVISOR, LLC
CRD 321125
CO$75K1E*Trade
C39TE ADVISORS LLC
CRD 336139
MA$11KE*Trade
C38ONE STONE GLOBAL LLC
CRD 175052
MA$0E*Trade
C38CRESALTA INVESTMENT MANAGEMENT, INC.
CRD 339872
CO$0E*Trade
C38TYLER STREET CAPITAL
CRD 340011
MA$01E*Trade
C37BORABOND, LLC
CRD 336456
MA$83K1E*Trade
C36SPRING LAKE EQUITY MANAGEMENT LLC
CRD 167251
MA$0E*Trade
C35TAO PRIVATE WEALTH, LLC
CRD 340979
OK$0E*Trade
C342201 CAPITAL, LLC
CRD 341112
MA$02E*Trade
C34INNOVEST PORTFOLIO SOLUTIONS LLC
CRD 106110
CO$022E*Trade
C33SCIRE FUND III GP, LLC
CRD 323864
CO$0E*Trade
C32CULTIVATE WEALTH PARTNERS LLC
CRD 340314
CO$01E*Trade
C31HARVEST CAPITAL PARTNERS LLC
CRD 133026
MA$0E*Trade
C31GOSSELIN CONSULTING GROUP LLC
CRD 161019
MA$0E*Trade
C30ASK DOLLY, LLC
CRD 337843
CO$01E*Trade
C29MIDBRIDGE ADVISORS LP
CRD 330056
CO$0E*Trade
C28BROOKWOOD ADVISORS, LLC
CRD 338550
MA$0E*Trade
C28EC VENTURES V LLC
CRD 340444
CO$02E*Trade
C28HARBOURVEST REGISTERED ADVISERS II L.P.
CRD 341198
MA$0E*Trade
C27HEMISTA INC.
CRD 301888
MA$0E*Trade
C27GBG WEALTH MANAGEMENT LLC
CRD 333368
CO$23.8M4E*Trade
C26GALLACHER CAPITAL LLC
CRD 339154
CO$0E*Trade
C26APPLIED QUANTITATIVE INVESTMENTS LLC
CRD 339159
CO$0E*Trade
C25DIVIDEX MANAGEMENT LLC
CRD 171322
MA$0E*Trade
C25DATALIGN ADVISORY, INC.
CRD 317004
MA$02E*Trade
C25FREIF ADVISORS LLC
CRD 340426
CO$0E*Trade
C25STACKWELL CAPITAL ADVISERS, LLC
CRD 316298
MA$2.3ME*Trade
C24CLASS VI VENTURES, LLC
CRD 328904
CO$14.9M3Charles Schwab
C24CONSTITUTION CAPITAL HORIZON ADVISOR, LP
CRD 339512
MA$0E*Trade
C23ESHEL SPRING LLC
CRD 340187
MA$0E*Trade
C22MONTICELLO ASSOCIATES, LLC
CRD 107392
CO$0E*Trade
C21REFINITIV GLOBAL MARKETS INC.
CRD 109120
MA$0E*Trade
C21MAGNIFI LLC
CRD 309397
CO$2.1ME*Trade
C19NBW CAPITAL LLC
CRD 147306
MA$04E*Trade