ScoreFirmStateAUMAdvisorsCustodian
B56ADVISORS CRYPTO, INC.
CRD 109201
TX$11.2MCharles Schwab
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3MCharles Schwab
C49CUMBERLAND HILL CAPITAL MANAGEMENT LLC
CRD 142227
TX$18.1M2E*Trade
C48INSCRIPTION FAMILY OFFICE, LLC
CRD 301900
TX$04E*Trade
C48PRECEPT MANAGEMENT, LLC
CRD 114671
TX$5.4M2Goldman Sachs
C48ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
CRD 127140
TX$23.5M1Charles Schwab
C45ROCKWALL WEALTH MANAGEMENT INC
CRD 339856
TX$03E*Trade
C43REWBIX AI INVESTMENTS LLC
CRD 326608
TX$20K1E*Trade
C41EVERKEY FINANCIAL LLC
CRD 325189
TX$10.6M1Fidelity
C40HIGGINBOTHAM RETIREMENT ADVISORS, INC.
CRD 128561
TX$05E*Trade
C40PATHWAY FINANCIAL SOLUTIONS, INC.
CRD 340594
KS$06E*Trade
C40RIA GLOBAL RESEARCH, LLC
CRD 332608
TX$928K2Pershing
C38SWBC INVESTMENT ADVISORY SERVICES LLC
CRD 156155
TX$05E*Trade
C38RIVERROCK ASSET MANAGEMENT LLC
CRD 147691
TX$0E*Trade
C38FOUNDER ETFS LLC
CRD 335174
TX$0E*Trade
C38SOUTHPAW CP MANAGER LP
CRD 339218
TX$0E*Trade
C38BERCH CAPITAL LLC
CRD 339591
TX$6.6ME*Trade
C37PECUSAVVY FINANCIAL, LLC
CRD 339768
TX$9.1M1Altruist
C37ONEDIGITAL ASSET MANAGEMENT, LLC
CRD 320608
KS$762KCharles Schwab
C37MDT FINANCIAL ADVISORS, LLC
CRD 340925
TX$05E*Trade
C37KESTRA INSTITUTIONAL SERVICES, LLC
CRD 151790
TX$0E*Trade
C37WEALTHDOOR ASSET MANAGEMENT LLC
CRD 336825
TX$7KE*Trade
C36FIVANCIAL ADVISORS, INC.
CRD 336326
TX$925E*Trade
C35TROVE INVESTMENT ADVISORS LLC
CRD 306904
TX$718K1E*Trade
C35BANORTE VENTURES LTD.
CRD 335283
TX$52K8Pershing
C35BRANSON FOWLKES RUSSELL INC
CRD 107656
TX$1.6M6E*Trade
C35WHITE ROCK RESOURCES HOLDINGS, LLC
CRD 332560
TX$0E*Trade
C35OEW INVESTMENT ADVISORS LP
CRD 338375
TX$01E*Trade
C34SHOREBIRD CAPITAL, LP
CRD 285437
TX$01E*Trade
C34ALKA PARTNERS, LLC
CRD 338183
TX$2E*Trade
C34MEADOWCREST WEALTH MANAGEMENT LLC
CRD 341005
TX$05E*Trade
C33L & B REALTY ADVISORS, LLP
CRD 136654
TX$219K6E*Trade
C33UNIFIMONEY RIA QOZB, LLC
CRD 328842
TX$314K1E*Trade
C33SSC ADVISORS, LLC
CRD 339313
TX$0E*Trade
C32QUOTIENT WEALTH ASSET MANAGEMENT, LLC
CRD 336552
TX$01E*Trade
C32818 FAMILY OFFICE, LLC
CRD 339082
TX$02E*Trade
C32IRONHORN ADVISORS LLC
CRD 339425
TX$01E*Trade
C32SAVE ADVISERS LLC
CRD 306053
TX$3.5ME*Trade
C31SANDERS BOOZE CAPITAL ADVISORS, LLC
CRD 148651
KS$02E*Trade
C31KOIN CAPITAL INC
CRD 315355
TX$0E*Trade
C31MM ADVISORS, LLC
CRD 337688
AL$0E*Trade
C31SKYLAR CAPITAL MANAGEMENT LP
CRD 341413
TX$0E*Trade
C31DEMARCHE ASSOCIATES INC
CRD 105500
KS$09E*Trade
C31NAVIGATE PRIVATE FUND ADVISORS LLC
CRD 313687
AL$03E*Trade
C31BOON INVESTMENT GROUP, INC.
CRD 150102
TX$01E*Trade
C31EMPIRIC INSTITUTIONAL, LLC
CRD 164683
TX$9.9M3Charles Schwab
C30BBAE ADVISORS LLC
CRD 269900
TX$1.2ME*Trade
C30THIRTEEN TWENTY-TWO ADVISORS, LLC
CRD 339326
TX$07LPL Financial
C30LYONS VIEW CAPITAL, LLC
CRD 324582
AL$02E*Trade
C29FORTUNA FUNDS, LLC
CRD 333660
TX$915KE*Trade