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439 firms
ActiveState: MD×State: CT×State: IL×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab→
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab→
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab→
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab→
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab→
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab→
A65OPUS FINANCIAL SOLUTIONS LLC
CRD 282311
IL$150.8M3Charles Schwab→
A65BONDURANT INVESTMENT ADVISORY, LLC
CRD 297290
IL$111.1M3Charles Schwab→
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab→
B63CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CRD 123483
IL$135.2M19Charles Schwab→
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab→
B62VISION INVESTMENT ADVISORS, LLC
CRD 109621
CT$137.4M9Charles Schwab→
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab→
B61DWM FINANCIAL GROUP, INC.
CRD 111594
IL$279.2M3Charles Schwab→
B61BOON CAPITAL ADVISORS LLC
CRD 174016
IL$185.0M1Charles Schwab→
B61HARBOUR FINANCIAL RESOURCES, LTD
CRD 110261
IL$189.8M2Charles Schwab→
B61WOLF FINANCIAL ADVISORS LLC
CRD 146080
IL$124.9M1Charles Schwab→
B61BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
CT$113.7M1Charles Schwab→
B60CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
CT$275.1M4Charles Schwab→
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab→
B59FORTIS PORTFOLIO SOLUTIONS, LLC
CRD 314886
IL$140.0M1Charles Schwab→
B59IRON FINANCIAL LLC
CRD 106682
IL$489.2M4Charles Schwab→
B58CERTIFIED TAX SERVICE, INC.
CRD 110960
IL$313.9M4Charles Schwab→
B58PERRITT CAPITAL MANAGEMENT INC
CRD 111623
IL$279.8M—Charles Schwab→
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab→
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab→
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles Schwab→
B58TETLEY INVESTMENTS, LLC
CRD 164130
IL$193.9M3Charles Schwab→
B57EASTGATE CAPITAL ADVISORS LLC
CRD 220511
IL$271.5M5Charles Schwab→
B57COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
CT$128.9M2Charles Schwab→
B57KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
CT$215.5M1Charles Schwab→
B56T2 ASSET MANAGEMENT, LLC
CRD 167714
IL$180.0M8Charles Schwab→
B56KRUSE ASSET MANAGEMENT, LLC
CRD 143204
IL$146.2M3Charles Schwab→
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab→
B55ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
CRD 317544
IL$907.2M5Charles Schwab→
B55REVERE FINANCIAL, LLC
CRD 155286
IL$127.1M—Charles Schwab→
B55FINANCIAL DESIGN STUDIO, INC.
CRD 286686
IL$105.5M3Charles Schwab→
B54LCM CAPITAL MANAGEMENT INC
CRD 111074
IL$403.0M8Charles Schwab→
B54JOURNEY FINANCIAL GROUP, INC.
CRD 123565
IL$336.5M5Charles Schwab→
B54CARTER FINANCIAL GROUP, INC.
CRD 301025
IL$382.2M5Charles Schwab→
B54HEMSLEY ADVISORS, LTD.
CRD 106414
IL$638.1M4Charles Schwab→