ScoreFirmStateAUMAdvisorsCustodian
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3MCharles Schwab
C45CLEVELAND CAPITAL MANAGEMENT, L.L.C.
CRD 341686
OH$0E*Trade
C42MATSON CAPITAL LLC
CRD 335193
OH$02E*Trade
C41CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747
UT$5.8M6Charles Schwab
C40UNION STRATEGIC ADVISORS LLC
CRD 340640
OH$03E*Trade
C39COLAB CAPITAL, LLC
CRD 338182
UT$1.4M1Charles Schwab
C37QUEST WEALTH SOLUTIONS, INC.
CRD 341599
OH$0E*Trade
C37TANARA WEALTH MANAGEMENT LLC
CRD 340174
UT$06E*Trade
C35GUDORF FINANCIAL GROUP, LLC
CRD 339836
OH$02E*Trade
C34NATIONWIDE SECURITIES, LLC
CRD 11173
OH$046E*Trade
C33CBIZ FINANCIAL SOLUTIONS, INC.
CRD 16678
OH$8.9M25E*Trade
C31MM ADVISORS, LLC
CRD 337688
AL$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
C28CVNA, LLC
CRD 340877
OH$02E*Trade
C24EAGLE REALTY CAPITAL PARTNERS, LLC
CRD 282903
OH$0E*Trade
C23W&S ADVISORY SERVICES, LLC
CRD 334683
OH$5.3M9E*Trade
C16KBCM RESEARCH LLC
CRD 326557
OH$0E*Trade