ScoreFirmStateAUMAdvisorsCustodian
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3MCharles Schwab
C48SCALYR TECHNOLOGIES INC.
CRD 326836
MA$190KE*Trade
C43ALAMOS CAPITAL, LLC
CRD 332985
AZ$1.0M2Charles Schwab
C43LGM CAPITAL MANAGEMENT LLC
CRD 283872
AZ$14.9ME*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
C41CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747
UT$5.8M6Charles Schwab
C39COLAB CAPITAL, LLC
CRD 338182
UT$1.4M1Charles Schwab
C39TE ADVISORS LLC
CRD 336139
MA$11KE*Trade
C39MPI INFINITE INVESTORS, LLC
CRD 337830
AZ$01E*Trade
C38ONE STONE GLOBAL LLC
CRD 175052
MA$0E*Trade
C38TYLER STREET CAPITAL
CRD 340011
MA$01E*Trade
C37TANARA WEALTH MANAGEMENT LLC
CRD 340174
UT$06E*Trade
C37BORABOND, LLC
CRD 336456
MA$83K1E*Trade
C36SPRING LAKE EQUITY MANAGEMENT LLC
CRD 167251
MA$0E*Trade
C36ALKEME INVESTMENTS LLC
CRD 332434
AZ$0E*Trade
C36GALLOWAY ASSET MANAGEMENT LLC
CRD 141091
AZ$17.9M26Pershing
C35FAMILY OFFICE INVESTMENT ADVISORY LLC
CRD 339607
AZ$0E*Trade
C342201 CAPITAL, LLC
CRD 341112
MA$02E*Trade
C34LILLIANO CAPITAL MANAGEMENT LLC
CRD 339106
AZ$01Charles Schwab
C32VISION2020 WEALTH MANAGEMENT CORP.
CRD 154149
AZ$0Charles Schwab
C31HARVEST CAPITAL PARTNERS LLC
CRD 133026
MA$0E*Trade
C31GOSSELIN CONSULTING GROUP LLC
CRD 161019
MA$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
C29SANDLOT PRIVATE WEALTH LLC
CRD 335925
UT$305K2E*Trade
C29SVVY, LLC
CRD 325358
AZ$0E*Trade
C28BROOKWOOD ADVISORS, LLC
CRD 338550
MA$0E*Trade
C28TAYLOR FRIGON FAMILY OFFICE, LLC
CRD 323249
AZ$20.0M6Charles Schwab
C28HARBOURVEST REGISTERED ADVISERS II L.P.
CRD 341198
MA$0E*Trade
C27HEMISTA INC.
CRD 301888
MA$0E*Trade
C25DIVIDEX MANAGEMENT LLC
CRD 171322
MA$0E*Trade
C25DATALIGN ADVISORY, INC.
CRD 317004
MA$02E*Trade
C25STACKWELL CAPITAL ADVISERS, LLC
CRD 316298
MA$2.3ME*Trade
C24NERDWALLET ADVISORY LLC
CRD 325767
AZ$01E*Trade
C24CONSTITUTION CAPITAL HORIZON ADVISOR, LP
CRD 339512
MA$0E*Trade
C23ESHEL SPRING LLC
CRD 340187
MA$0E*Trade
C21REFINITIV GLOBAL MARKETS INC.
CRD 109120
MA$0E*Trade
C19NBW CAPITAL LLC
CRD 147306
MA$04E*Trade