ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles 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
B63CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CRD 123483
IL$135.2M19Charles Schwab
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles 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
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab
B59FORTIS PORTFOLIO SOLUTIONS, LLC
CRD 314886
IL$140.0M1Charles Schwab
B59IRON FINANCIAL LLC
CRD 106682
IL$489.2M4Charles Schwab
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab
B58CERTIFIED TAX SERVICE, INC.
CRD 110960
IL$313.9M4Charles Schwab
B58PERRITT CAPITAL MANAGEMENT INC
CRD 111623
IL$279.8MCharles Schwab
B58TETLEY INVESTMENTS, LLC
CRD 164130
IL$193.9M3Charles Schwab
B57EASTGATE CAPITAL ADVISORS LLC
CRD 220511
IL$271.5M5Charles Schwab
B57MASUS FINANCIAL GROUP, LTD.
CRD 174339
IL$190.6M3LPL Financial
B56T2 ASSET MANAGEMENT, LLC
CRD 167714
IL$180.0M8Charles Schwab
B56KRUSE ASSET MANAGEMENT, LLC
CRD 143204
IL$146.2M3Charles Schwab
B55LATKO WEALTH MANAGEMENT, LTD.
CRD 282423
IL$327.2M2LPL Financial
B55ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
CRD 317544
IL$907.2M5Charles Schwab
B55REVERE FINANCIAL, LLC
CRD 155286
IL$127.1MCharles Schwab
B55FINANCIAL DESIGN STUDIO, INC.
CRD 286686
IL$105.5M3Charles Schwab
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles 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
B54TAIKO PRIVATE WEALTH
CRD 329909
IL$514.8M2Charles Schwab
B54PEARSON CREEK CAPITAL MANAGEMENT LLC
CRD 160354
IL$284.8M1Charles Schwab
B54DILLOW WEALTH MANAGEMENT LLC
CRD 313192
IL$106.3M2Charles Schwab
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab
B54SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543
IL$599.6M16LPL Financial
B53CAPITAL GAINS INC
CRD 111717
IL$166.6MCharles Schwab
B53ADVISORY RESEARCH INC
CRD 108254
IL$991.3M7Charles Schwab
B53BANTAMAC CAPITAL, LLC
CRD 307765
IL$224.7MCharles Schwab
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab
B53CONVEXITAS, LLC
CRD 315145
IL$151.3M4Charles Schwab
B52CYPRESS WEALTH MANAGEMENT, LLC
CRD 324524
IL$282.7MCharles Schwab
B52MEDIQUS ASSET ADVISORS INC
CRD 107694
IL$1.46B5Charles Schwab