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353 firms
ActiveState: MA×State: MI×Custodian: LPL Financial×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD 125936
MI$161.9M1Charles Schwab→
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
A79KRS CAPITAL MANAGEMENT, LLC
CRD 142928
MI$188.9M1Charles Schwab→
A77GREYSTONE FINANCIAL GROUP, LLC
CRD 306595
MI$494.9M4Charles Schwab→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69SPECTRUM FINANCIAL RESOURCES, LLC
CRD 127453
MI$235.3M5Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A69JOHN A. WOLFE & ASSOCIATES, INC.
CRD 110799
MI$560.7M1Charles Schwab→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A66REITZ CAPITAL ADVISORS LLC
CRD 167088
MI$103.4M1Charles Schwab→
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab→
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab→
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab→
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab→
A65OLD OAK FINANCIAL PLANNING, INC.
CRD 122500
MI$160.3M4Charles Schwab→
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab→
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab→
B64FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408
MA$333.2M2Charles Schwab→
B64MILLER CAPITAL PARTNERS, INC.
CRD 124489
MI$311.6M2Charles Schwab→
B62SAVIOR LLC
CRD 299178
MA$140.2M5Charles Schwab→
B62GREAT LAKES WEALTH, LLC
CRD 282362
MI$166.3M1Charles Schwab→
B62EXECUTIVE FINANCIAL SERVICES INC
CRD 110180
MI$199.4M3Charles Schwab→
B62BETRO MILESZKO & COMPANY, LLC
CRD 145184
MA$144.8M2Charles Schwab→
B61DUET ADVISORY SERVICES LLC
CRD 283584
MI$316.5M3Charles Schwab→
B61GLOBAL FINANCIAL PLANNING GROUP, LLC
CRD 114803
MI$135.3M2Charles Schwab→
B61PROFICIENT WEALTH COUNSELORS, LLC
CRD 152640
MA$146.9M1Charles Schwab→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B61SYNERGY WEALTH MANAGEMENT, LLC
CRD 174633
MI$127.1M3Charles Schwab→
B61BLUEBIRD WEALTH MANAGEMENT LLC
CRD 293420
MA$154.0M3Charles Schwab→
B61LS INVESTMENT ADVISORS, LLC
CRD 146829
MI$932.1M4Charles Schwab→
B60VISION CAPITAL PARTNERS
CRD 175147
MI$146.6M2Charles Schwab→
B59CPR INVESTMENTS INC
CRD 139067
MI$238.8M24Charles Schwab→
B59NANTUCKET MULTI MANAGERS, LLC
CRD 129024
MI$260.2M—LPL Financial→
B59BROOKTREE CAPITAL MANAGEMENT INC.
CRD 114173
MI$138.9M2Charles Schwab→
B58WOLFSTICH CAPITAL, LLC
CRD 146026
MA$162.1M1Charles Schwab→
B58PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
CRD 166853
MI$118.1M4Charles Schwab→
B58CONSTANT GUIDANCE FINANCIAL, LLC
CRD 172612
MA$198.0M1Charles Schwab→
B57AEQUITAS INVESTMENT ADVISORS, LLC
CRD 127625
MA$826.1M5Charles Schwab→
B57GPM GROWTH INVESTORS, INC.
CRD 107645
MI$281.3M6Charles Schwab→
B57LTG CAPITAL LLC
CRD 128216
MA$142.2M3Charles Schwab→
B57WEST BRANCH CAPITAL LLC
CRD 133813
MA$690.1M4Charles Schwab→
B57MERIDIAN FINANCIAL, LLC
CRD 119679
MA$283.9M2Charles Schwab→
B56SOUTH SHORE CAPITAL ADVISORS, LLC
CRD 142915
MA$272.8M3Charles Schwab→
B55SUMMIT FINANCIAL CONSULTING LLC
CRD 126570
MI$184.7M6Charles Schwab→
B54BLUE WATER ASSET MANAGEMENT, LLC
CRD 175362
MI$428.5M7Charles Schwab→
B54OUELLETTE WEALTH ADVISORY LLC
CRD 289242
MA$274.4M2Charles Schwab→
B54LEVATUS LLC
CRD 287811
MA$173.9M2Charles Schwab→