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71 firms
ActiveState: IN×Custodian: Folio Institutional×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab→
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab→
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab→
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles Schwab→
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab→
C48CAPITAL CITIES INVESTMENTS
CRD 116185
IN$287.9M14Charles Schwab→
C48TRADEWELL SECURITIES, LLC
CRD 332473
IN$275.8M5Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C46KESSLER INVESTMENT GROUP, LLC
CRD 153696
IN$359.7M3Charles Schwab→
C46FORTITUDE PRIVATE WEALTH INC.
CRD 290074
IN$126.5M1Charles Schwab→
C46GAP ASSET MANAGEMENT, LLC
CRD 309925
IN$287.0M—Folio Institutional→
C45SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
IN$456.9M3Charles Schwab→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C44CURRY WEBB WEALTH MANAGEMENT LLC
CRD 168692
IN$332.4M5Charles Schwab→
C44HOBBS WEALTH MANAGEMENT, LLC
CRD 325374
IN$146.7M1Charles Schwab→
C43BULLOCK WEALTH MANAGEMENT GROUP INC.
CRD 283853
IN$261.4M8Charles Schwab→
C43THE WELLINGTON GRP LLC
CRD 332803
IN$473.6M10Charles Schwab→
C43APPLE TREE ASSET MANAGEMENT, LLC
CRD 298437
IN$151.9M6Charles Schwab→
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab→
C40INTREPID FINANCIAL PLANNING GROUP, LLC
CRD 112196
IN$390.4M11Charles Schwab→
C39AMI INVESTMENT MANAGEMENT INC
CRD 106321
IN$963.6M4Charles Schwab→
C39LAUGHLIN FINANCIAL LLC
CRD 165105
IN$200.2M2Charles Schwab→
C39CBG & COMPANY, INC.
CRD 149225
IN$270.7M3Charles Schwab→
C39STOREN LEGACY PARTNERS, LLC
CRD 339197
IN$438.3M7Charles Schwab→
C38KIRR, MARBACH & COMPANY, LLC
CRD 104634
IN$587.7M6Charles Schwab→
C38VISTA INVESTMENT PARTNERS II, LLC
CRD 327983
IN$383.1M7Charles Schwab→
C38CFC PLANNING COMPANY, LLC
CRD 310603
IN$187.3M4Charles Schwab→
C37SMI ADVISORY SERVICES, LLC
CRD 137872
IN$949.0M7Charles Schwab→
C37JCM STRATEGIC WEALTH PARTNERS LLC
CRD 315220
IN$152.4M2Charles Schwab→
C36MINDSET WEALTH MANAGEMENT, LLC
CRD 330384
IN$445.5M4Charles Schwab→
C36HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD 282587
IN$794.4M10Charles Schwab→
C36WEALTH ADVISORY SOLUTIONS, LLC
CRD 288903
IN$599.1M9Charles Schwab→
C36EVERNEST FINANCIAL ADVISORS
CRD 328161
IN$963.0M6Charles Schwab→
C34CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032
IN$2.94B50Charles Schwab→
C34DEERFIELD FINANCIAL ADVISORS, INC.
CRD 104964
IN$1.18B6Charles Schwab→
C34HOLISTIC FINANCIAL PARTNERS, LLC
CRD 170913
IN$444.6M1Charles Schwab→
C33HILTOP PARTNERS, LLC
CRD 290981
IN$616.4M9Charles Schwab→
C33REIFY WEALTH ADVISORS, INC.
CRD 121978
IN$524.4M5Charles Schwab→
C33MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD 122212
IN$776.0M9Charles Schwab→
C33ELEVATED FINANCIAL GROUP, LLC
CRD 334353
IN$532.0M7Charles Schwab→
C32ELSER FINANCIAL PLANNING, INC.
CRD 143311
IN$2.11B12Charles Schwab→
C32STRIVE FINANCIAL GROUP, LLC
CRD 333298
IN$246.7M10Charles Schwab→
C32NORTHWEST FINANCIAL SERVICES INC
CRD 106805
IN$634.9M9Charles Schwab→
C32RJP INVESTMENT ADVISORS, LLP
CRD 111536
IN$188.7M4Charles Schwab→
C32INDIE ASSET PARTNERS, LLC
CRD 154503
IN$685.2M4Charles Schwab→
C32TKG ADVISORS, LLC
CRD 168156
IN$308.0M4Charles Schwab→
C32LAUER WEALTH, LLC
CRD 289763
IN$160.9M3Charles Schwab→