ScoreFirmStateAUMAdvisorsCustodian
B56ADVISORS CRYPTO, INC.
CRD 109201
TX$11.2MCharles Schwab
B55BANCREEK CAPITAL STRATEGIES, LLC
CRD 341539
CA$0E*Trade
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
C48CALTIER ADVISORS, LLC
CRD 317263
CA$6.9ME*Trade
C48GET MOVING INC
CRD 329172
CA$4.4ME*Trade
C47TRIPACIFIC CAPITAL ADVISORS, LLC
CRD 142121
CA$12.3ME*Trade
C45ROCKWALL WEALTH MANAGEMENT INC
CRD 339856
TX$03E*Trade
C45SVOF/MM, LLC
CRD 132205
CA$16.4MU.S. Bank
C45STERLING FINANCIAL GROUP, INC.
CRD 300327
CA$16.1M4LPL Financial
C44ONWARD ADVISORS LLC
CRD 316214
CA$03E*Trade
C43BERILIUM TECHNOLOGIES, INC.
CRD 327058
CA$4.5M1Charles Schwab
C43REWBIX AI INVESTMENTS LLC
CRD 326608
TX$20K1E*Trade
C43EDEN FINANCIAL TECHNOLOGIES INCORPORATED
CRD 329900
CA$0E*Trade
C43TERRA FIRMA ASSET MANAGEMENT LLC
CRD 306765
CA$0E*Trade
C42ARGOS GLOBAL ADVISORS, LLC
CRD 287672
CA$13.0M3Pershing
C42PANTHEON VENTURES INC.
CRD 110091
CA$11E*Trade
C42AFT US CAPITAL LLC
CRD 335448
CA$214E*Trade
C42VOLT EQUITY LLC
CRD 310402
CA$10.3ME*Trade
C41REACT INVESTMENT SOLUTIONS, LLC
CRD 150801
CA$0E*Trade
C41UNITY WEALTH PARTNERS LLC
CRD 316222
CA$7.1M2Charles Schwab
C41EVERKEY FINANCIAL LLC
CRD 325189
TX$10.6M1Fidelity
C41VALUE TREND CAPITAL MANAGEMENT LP
CRD 108716
CA$11.9ME*Trade
C40HIGGINBOTHAM RETIREMENT ADVISORS, INC.
CRD 128561
TX$05E*Trade
C40SECURED PRINCIPAL ADVISORS LLC
CRD 339795
CA$0E*Trade
C40PATHWAY FINANCIAL SOLUTIONS, INC.
CRD 340594
KS$06E*Trade
C40RIA GLOBAL RESEARCH, LLC
CRD 332608
TX$928K2Pershing
C40BRIDGEBAY FINANCIAL, INC.
CRD 130279
CA$02E*Trade
C39DECODE FINANCE LLC
CRD 331985
CA$1KE*Trade
C39CORGI STRATEGIES, LLC
CRD 337985
CA$10.0M2E*Trade
C39ACCELAR, INC.
CRD 314872
CA$300E*Trade
C39FINITE MANAGEMENT, LLC
CRD 314875
CA$3.0ME*Trade
C39OCEAN PATH ADVISORS, LLC
CRD 338933
CA$05Charles Schwab
C38SWBC INVESTMENT ADVISORY SERVICES LLC
CRD 156155
TX$05E*Trade
C38RIVERROCK ASSET MANAGEMENT LLC
CRD 147691
TX$0E*Trade
C38PENSERRA WEALTH MANAGEMENT LLC
CRD 333218
CA$2.5M5E*Trade
C38FOUNDER ETFS LLC
CRD 335174
TX$0E*Trade
C38STEP ADVISERS, LLC
CRD 322349
CA$0E*Trade
C38TANG ERIC M P INC
CRD 106135
CA$01E*Trade
C38CHANGE FORCES LLC
CRD 333400
CA$0E*Trade
C38SOUTHPAW CP MANAGER LP
CRD 339218
TX$0E*Trade
C38BERCH CAPITAL LLC
CRD 339591
TX$6.6ME*Trade
C38BLUUM INVEST LLC
CRD 340474
CA$0E*Trade
C38LLOYD TEVIS INVESTMENTS, LLC
CRD 323061
CA$435KE*Trade
C37PECUSAVVY FINANCIAL, LLC
CRD 339768
TX$9.1M1Altruist
C37MANEY WEALTH LLC
CRD 340078
CA$9.4M1Charles Schwab
C37ONEDIGITAL ASSET MANAGEMENT, LLC
CRD 320608
KS$762KCharles Schwab