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264 firms
ActiveState: TN×State: SC×State: MD×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab→
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab→
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab→
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab→
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles Schwab→
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab→
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab→
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab→
B55COSEY FINANCIAL SERVICES, INC.
CRD 140175
TN$123.7M3Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B53JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636
TN$146.2M3Charles Schwab→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
B53THE NALLS SHERBAKOFF GROUP, LLC
CRD 168239
TN$337.1M3Charles Schwab→
B53BLONG FINANCIAL, LLC
CRD 164746
TN$202.0M2Charles Schwab→
B53W ADVISORS LLC
CRD 168452
TN$244.9M2Charles Schwab→
B53POINTER FINANCIAL ADVISORS LLC
CRD 326745
MD$176.4M2Charles Schwab→
B53COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD 141348
TN$113.9M1Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52TORRAY INVESTMENT PARTNERS LLC
CRD 105818
MD$750.1M4Charles Schwab→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52WAYPOINT WEALTH MANAGEMENT, LLC
CRD 155574
MD$242.5M1Charles Schwab→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
B52HZ INVESTMENTS INC.
CRD 312268
MD$591.4M1Charles Schwab→
B51MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621
MD$387.1M4Charles Schwab→
B51MARATHON CAPITAL MANAGEMENT LLC
CRD 119416
MD$790.1M5Charles Schwab→
B51KENDALL CAPITAL MANAGEMENT
CRD 134740
MD$743.9M8Charles Schwab→