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71 firms
ActiveState: AL×Custodian: Charles Schwab×Custodian: E*Trade×clear all
ScoreFirmStateAUMAdvisorsCustodian
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab→
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab→
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab→
C44BONAVENTURE CAPITAL, LLC
CRD 120780
AL$493.8M2Charles Schwab→
C43OAKWORTH ASSET MANAGEMENT, LLC
CRD 335388
AL$846.3M21E*Trade→
C42ABACUS INVESTMENTS LLC
CRD 327805
AL$105.9M—E*Trade→
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade→
C41WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD 162222
AL$257.5M2Charles Schwab→
C41ARAGON FAMILY OFFICE LLC
CRD 337597
AL$112.0M2Charles Schwab→
C41WFG CAPITAL ADVISORS, LLC
CRD 310008
AL$354.8M2Charles Schwab→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→
C38FEATHERINGILL CAPITAL, LLC
CRD 299523
AL$142.9M—E*Trade→
C38BMSS WESSON WEALTH SOLUTIONS, LLC
CRD 282792
AL$704.0M8Charles Schwab→
C38BROWN MCLEOD, INC
CRD 155548
AL$468.2M6Charles Schwab→
C38FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC
CRD 168390
AL$194.9M3E*Trade→
C38CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC
CRD 337758
AL$132.1M2Charles Schwab→
C36ONEASCENT FAMILY OFFICE LLC
CRD 323305
AL$544.5M9Charles Schwab→
C36PORTER WHITE INVESTMENT ADVISORS, INC.
CRD 110876
AL$748.2M4E*Trade→
C36BLUEWATER WEALTH ADVISORS, LLC
CRD 330078
AL$145.8M3Charles Schwab→
C33CAPSTONE WEALTH MANAGEMENT, LLC
CRD 118296
AL$416.1M9Charles Schwab→
C33SUNBURST FINANCIAL GROUP, LLC
CRD 283605
AL$808.1M7Charles Schwab→
C32MAYFAIR ADVISORY GROUP, LLC
CRD 304668
AL$806.4M4Charles Schwab→
C32KASSOUF WEALTH ADVISORS, LLC
CRD 122683
AL$471.3M6Charles Schwab→
C31ONEASCENT WEALTH MANAGEMENT LLC
CRD 308057
AL$475.6M13Charles Schwab→
C31MM ADVISORS, LLC
CRD 337688
AL$0—E*Trade→
C31NAVIGATE PRIVATE FUND ADVISORS LLC
CRD 313687
AL$03E*Trade→
C30JACKSON THORNTON WEALTH MANAGEMENT, LLC
CRD 116091
AL$2.01B10Charles Schwab→
C30LYONS VIEW CAPITAL, LLC
CRD 324582
AL$02E*Trade→
C30NBC SECURITIES, INC.
CRD 17870
AL$1.78B50E*Trade→
C29SMITH THORNTON ADVISORS, LLC
CRD 312537
AL$852.3M8Charles Schwab→