ScoreFirmStateAUMAdvisorsCustodian
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3MCharles Schwab
C50PRIVATE CAPITAL ASSET MANAGEMENT LLC
CRD 317930
CT$13.0MPershing
C44NEWDAY FUNDS, INC.
CRD 174758
CT$6.5M2Charles Schwab
C43ALAMOS CAPITAL, LLC
CRD 332985
AZ$1.0M2Charles Schwab
C43LGM CAPITAL MANAGEMENT LLC
CRD 283872
AZ$14.9ME*Trade
C41TSCG INVESTORS, LLC
CRD 105525
CT$0E*Trade
C40JC CAPITAL ADVISORS GROUP LLC
CRD 339298
CT$01E*Trade
C39MPI INFINITE INVESTORS, LLC
CRD 337830
AZ$01E*Trade
C38COVE VIEW INVESTMENT PARTNERS, LLC
CRD 339631
CT$0Morgan Stanley
C38REINOVA CAPITAL ADVISORS LLC
CRD 340095
CT$0E*Trade
C38UBS FARMLAND INVESTORS LLC
CRD 107754
CT$0E*Trade
C36USI SECURITIES, INC.
CRD 43793
CT$050E*Trade
C36ALKEME INVESTMENTS LLC
CRD 332434
AZ$0E*Trade
C36GALLOWAY ASSET MANAGEMENT LLC
CRD 141091
AZ$17.9M26Pershing
C36ANALYZE FUTURE LLC
CRD 314583
CT$0E*Trade
C35FAMILY OFFICE INVESTMENT ADVISORY LLC
CRD 339607
AZ$0E*Trade
C35TELOS PARTNERS LLC
CRD 340922
CT$03E*Trade
C35XD FUND ADVISOR LLC
CRD 328236
CT$415KE*Trade
C3537SPRUCE INVESTMENT PARTNERS, LLC
CRD 340176
CT$0E*Trade
C34LILLIANO CAPITAL MANAGEMENT LLC
CRD 339106
AZ$01Charles Schwab
C33WALDO.AI, INC.
CRD 336723
CT$01E*Trade
C32VISION2020 WEALTH MANAGEMENT CORP.
CRD 154149
AZ$0Charles Schwab
C31NIGHT OWL CAPITAL CANADA, LLC
CRD 338234
CT$0E*Trade
C31MM ADVISORS, LLC
CRD 337688
AL$0E*Trade
C31BILI FINANCE, LLC
CRD 339828
AZ$0E*Trade
C31NAVIGATE PRIVATE FUND ADVISORS LLC
CRD 313687
AL$03E*Trade
C30LYONS VIEW CAPITAL, LLC
CRD 324582
AL$02E*Trade
C29GRADIENT RIDGE CAPITAL, L.P.
CRD 340497
CT$0E*Trade
C29SVVY, LLC
CRD 325358
AZ$0E*Trade
C29FINTRON ADVISORS, LLC
CRD 324052
CT$0Apex Clearing
C28TAYLOR FRIGON FAMILY OFFICE, LLC
CRD 323249
AZ$20.0M6Charles Schwab
C27CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CRD 340135
OR$06E*Trade
C26FAIRLEAD STRATEGIES LLC
CRD 341167
CT$03E*Trade
C24NERDWALLET ADVISORY LLC
CRD 325767
AZ$01E*Trade
C22BREACHER CAPITAL ADVISORS, LLC
CRD 307943
CT$7.5MInteractive Brokers
C20ICON FINANCIAL SERVICES LLC
CRD 306816
OR$19.7M3E*Trade
C19THE WINTHROP CORPORATION
CRD 105273
CT$0E*Trade