ScoreFirmStateAUMAdvisorsCustodian
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab
A65HILLSPRING FINANCIAL, INC.
CRD 113938
AZ$186.0M10Charles Schwab
A65FINANCIAL ARCHITECTS, LLC
CRD 116027
GA$199.2M3Charles Schwab
A65IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
AZ$140.8M2Charles Schwab
B65DYNAMIC WEALTH ADVISORS
CRD 169792
AZ$140.1M4Charles Schwab
B64CAPITAL ENDURANCE GROUP, INC
CRD 284793
GA$108.8M2Charles Schwab
B64PFW ADVISORS, LLC
CRD 325119
GA$393.2M2Charles Schwab
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial
B63PROFOCUS, INCORPORATED
CRD 113954
AZ$156.5M14Charles Schwab
B63R. STEWART EADS INVESTMENT COUNSEL, INC.
CRD 105524
GA$240.5M4Charles Schwab
B62THE FINANCIAL DISCOVERY GROUP,INC.
CRD 125383
GA$118.3M3Charles Schwab
B62PRESTON F. SANDERS, CHFC, LLC
CRD 125741
GA$148.8M2Charles Schwab
B62DYCHE WEALTH MANAGEMENT, INC
CRD 159708
GA$162.3M3Charles Schwab
B62WILKINSON WEALTH MANAGEMENT, LLC
CRD 317741
AZ$164.7M2Charles Schwab
B61STRICKLAND DAVIS ADVISORS LLC
CRD 126538
GA$121.3M3Charles Schwab
B61INTRINSIC VALUE PARTNERS, LLC
CRD 165214
AZ$220.6M2Charles Schwab
B61MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD 168223
AZ$228.4M1Charles Schwab
B61LEVIN FUNDING GROUP LLC
CRD 170087
AZ$215.4M1Charles Schwab
B60PARK SQUARE FINANCIAL GROUP, LLC
CRD 332268
GA$218.6M5Charles Schwab
B59FAMILY WMS, LLC
CRD 126456
GA$571.6M3Charles Schwab
B59C2C WEALTH MANAGEMENT, LLC
CRD 284148
AZ$179.8M1Charles Schwab
B59UNION CAPITAL COMPANY
CRD 110301
AZ$150.0M13Charles Schwab
B58REGISTER FINANCIAL ADVISORS, LLC
CRD 143884
GA$488.5M15Charles Schwab
B58BLEDSOE ASSET MANAGEMENT, LLC
CRD 145943
AZ$189.0M5Charles Schwab
B58LARRY MATHIS FINANCIAL PLANNING, L.L.C.
CRD 172858
AZ$212.8M5Charles Schwab
B58SPAHN WEALTH & RETIREMENT LLC
CRD 285932
AZ$181.4M1Charles Schwab
B57ACCESS INVESTMENT MANAGEMENT, LLC
CRD 322491
GA$456.4M3Charles Schwab
B57WEALTH MANAGEMENT SOLUTIONS, LLC
CRD 127517
AZ$172.6M3Charles Schwab
B57VORA WEALTH MANAGEMENT, PLLC
CRD 153559
AZ$74.8MCharles Schwab
B57THE KEYSTONE FINANCIAL ALLIANCE, LLC
CRD 168760
GA$164.7M1Charles Schwab
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial
B57SPIRIT WEST ADVISORS, LLC
CRD 285314
AZ$111.1M1Charles Schwab
B57THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
CRD 140551
AZ$538.8M1Charles Schwab
B57BILTMORE WEALTH MANAGEMENT, LLC
CRD 151365
AZ$439.6M3Charles Schwab
B57RED TORTOISE, LLC
CRD 282509
GA$382.3M4Charles Schwab
B57BULL STREET ADVISORS, LLC
CRD 304058
GA$271.9M1Charles Schwab
B56T.R.U.E. COASTAL CAPITAL, LLC
CRD 281556
GA$124.1M2Charles Schwab
B56TAURUM RETIREMENT PARTNERS, LLC
CRD 282017
AZ$155.9M2Charles Schwab
B55LANIER FINANCIAL GROUP LLC
CRD 152945
GA$236.2M6Charles Schwab
B55TRADEMARK CAPITAL MANAGEMENT INC.
CRD 214512
GA$150.8M7Charles Schwab
B55WALL CAPITAL GROUP, INC.
CRD 105913
AZ$294.7M3Charles Schwab
B55COVEY CAPITAL ADVISORS, LLC
CRD 151978
GA$156.5M1Charles Schwab