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195 firms
ActiveState: CT×State: TN×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab→
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab→
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab→
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab→
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab→
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab→
B62VISION INVESTMENT ADVISORS, LLC
CRD 109621
CT$137.4M9Charles Schwab→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B61BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
CT$113.7M1Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B60CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
CT$275.1M4Charles Schwab→
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab→
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab→
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab→
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab→
B57COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
CT$128.9M2Charles Schwab→
B57KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
CT$215.5M1Charles Schwab→
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab→
B55COSEY FINANCIAL SERVICES, INC.
CRD 140175
TN$123.7M3Charles Schwab→
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab→
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3M—Charles Schwab→
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab→
B53JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636
TN$146.2M3Charles Schwab→
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab→
B53THE NALLS SHERBAKOFF GROUP, LLC
CRD 168239
TN$337.1M3Charles Schwab→
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab→
B53BLONG FINANCIAL, LLC
CRD 164746
TN$202.0M2Charles Schwab→
B53W ADVISORS LLC
CRD 168452
TN$244.9M2Charles Schwab→
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab→
B53COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD 141348
TN$113.9M1Charles Schwab→
B51RISKBRIDGE ADVISORS, LLC
CRD 310396
CT$898.3M10Charles Schwab→
B51LECONTE WEALTH MANAGEMENT, LLC
CRD 168539
TN$346.8M7Charles Schwab→
B50CFO CAPITAL MANAGEMENT, LLC
CRD 110950
CT$243.9M—Charles Schwab→
C50LEGACY WEALTH MANAGEMENT INC
CRD 108619
TN$2.66B16Charles Schwab→
C49SULLIVAN FINANCIAL, LLC
CRD 121371
CT$119.1M2Charles Schwab→
C49BRIDGELIGHT FINANCIAL ADVISORS, INC
CRD 139518
CT$150.8M3Charles Schwab→
C49FREEDOM INVESTMENT MANAGEMENT, INC.
CRD 126052
CT$568.7M5Charles Schwab→
C49HMS CAPITAL MANAGEMENT, LLC
CRD 149764
TN$281.9M6Charles Schwab→
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab→
C48FRAZEE INVESTMENT CONSULTING, INC.
CRD 123662
TN$195.5M5Charles Schwab→
C48LCR WEALTH MANAGEMENT LLC
CRD 313013
CT$151.8M3Charles Schwab→
C48AUGUST WEALTH ADVISORS LLC
CRD 339322
CT$436.6M4Charles Schwab→
C48WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
CRD 125765
CT$346.4M4Charles Schwab→
C47TRUEHAVEN CAPITAL, LLC
CRD 332005
TN$62.3M2Charles Schwab→