ScoreFirmStateAUMAdvisorsCustodian
B61WELLSPRING ADVISORS, INC.
CRD 147861
OR$152.2M2E*Trade
B55ENCOMPASS WEALTH ADVISORS, LLC
CRD 170807
OR$472.8M4E*Trade
B52HURLEY FINANCIAL GROUP, INC.
CRD 108983
OR$406.5M15E*Trade
B51BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD 13609
IA$906.4M50E*Trade
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade
C47PLAN2THRIVE FINANCIAL, LLC
CRD 317005
IA$147.5M3E*Trade
C47SORTIS FUND MANAGER, LLC
CRD 315584
OR$202.0ME*Trade
C46GREEN CITIES INVESTMENT MANAGEMENT, LLC
CRD 166263
OR$875.0ME*Trade
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade
C45M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648
OR$1.01BE*Trade
C42BALLAST CAPITAL ADVISORS LLC
CRD 282369
IA$328.7M3E*Trade
C42ACM MANAGEMENT COMPANY, LLC
CRD 283037
OR$650.1ME*Trade
C41PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD 138433
OR$284.9M3E*Trade
C39EFM INVESTMENTS & ADVISORY LLC
CRD 339744
OR$680.0ME*Trade
C39AEGON USA REALTY ADVISORS, LLC
CRD 286438
IA$394.5ME*Trade
C39SOUND INVESTMENT MANAGEMENT INC
CRD 107438
OR$255.5M4E*Trade
C39NORTHMARQ FUND MANAGEMENT, LLC
CRD 150703
OR$541.3M1E*Trade
C39GRETCHEN STANGIER, INC.
CRD 171336
OR$300.4M3E*Trade
C38STRADA FINANCIAL GROUP LLC
CRD 316987
OR$159.2M2E*Trade
C38DMKC ADVISORY SERVICES, LLC
CRD 145112
IA$902.5M11E*Trade
C38SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
CRD 138347
OR$275.4M5E*Trade
C38THE H GROUP WASHINGTON, INC.
CRD 300464
OR$256.5ME*Trade
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade
C35EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
CRD 182520
OR$642.6ME*Trade
C34VAN METER ASSOCIATES, LLC
CRD 134191
IA2E*Trade
C33GOVERNMENT PORTFOLIO ADVISORS LLC
CRD 170384
OR$35.09B7E*Trade
C33ALLIUM FINANCIAL ADVISORS, LLC
CRD 288462
OR$733.5M7E*Trade
C31801 WEST CAPITAL MANAGEMENT, LLC
CRD 168417
OR$515.9MJPMorgan
C31DES MOINES INVESTMENTS, LLC
CRD 146322
IA$246.0M3E*Trade
C31NORTH RIDGE WEALTH ADVISORS, INC.
CRD 157516
OR$216.0M3E*Trade
C30BTC CAPITAL MANAGEMENT, INC.
CRD 127158
IA$4.60B22E*Trade
C27BINNACLE INVESTMENTS, INC.
CRD 313185
IA$264.1M5E*Trade
C27ALPHABIT INVESTMENTS, LLC
CRD 334827
IA$7.7M2E*Trade
C27CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CRD 340135
OR$06E*Trade
C27CAMPBELL GLOBAL, LLC
CRD 111944
OR$7.02BJPMorgan
C26SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
CRD 321109
IA$122.05BE*Trade
C26TRUE PRIVATE WEALTH ADVISORS, LLC
CRD 164947
OR$1.43B11E*Trade
C25FBL WEALTH MANAGEMENT, LLC
CRD 291396
IA$9.2M50E*Trade
C23PATTERN
CRD 321915
ORE*Trade
C23PRINCIPAL ADVISED SERVICES, LLC
CRD 297324
IA$1.42B50E*Trade
C20ZUNA, LLC
CRD 306113
OR$411.3M3E*Trade
C20ICON FINANCIAL SERVICES LLC
CRD 306816
OR$19.7M3E*Trade
C19SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
CRD 106747
IA$0E*Trade
C19VARIANT INVESTMENTS, LLC
CRD 289261
OR$2.77BE*Trade
C13ROGUE VALLEY WEALTH
CRD 309847
ORE*Trade
C12FLUENCE WEALTH MANAGEMENT LLC
CRD 333657
OR1E*Trade
C10VAULT
CRD 175403
ORE*Trade