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733 firms
ActiveState: FL×Custodian: LPL Financial×Custodian: E*Trade×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90WINNING POINTS ADVISORS, L.L.C.
CRD 118077
FL$173.1M1Charles Schwab→
A80OSPREY CAPITAL MANAGEMENT CORP.
CRD 172524
FL$197.2M—E*Trade→
A75SYNTAX RESEARCH, INC.
CRD 151948
FL$202.9M1E*Trade→
A72AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
FL$150.6M3Charles Schwab→
A72MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
FL$119.6M2Charles Schwab→
A71FUTURA ASSET ADVISORS LLC
CRD 136285
FL$114.8M1E*Trade→
A69PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601
FL$121.9M11Charles Schwab→
A69AMERICAN ASSET MANAGEMENT INC.
CRD 123116
FL$153.3M1Charles Schwab→
A69LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512
FL$156.8M5Charles Schwab→
A68RUTHERFORD ASSET PLANNING, INC.
CRD 128036
FL$181.3M1Charles Schwab→
A68CAMPBELL CAPITAL MANAGEMENT INC
CRD 106130
FL$303.3M1E*Trade→
A68ZEST CAPITAL LLC
CRD 316889
FL$90.6M—E*Trade→
A67MCDERMOTT INVESTMENT ADVISORS, LLC
CRD 132221
FL$203.3M10E*Trade→
A67STATETRUST CAPITAL, LLC.
CRD 114052
FL$93.7M2E*Trade→
A67CATHERINE AVERY INVESTMENT MANAGEMENT LLC
CRD 144946
FL$318.0M1Charles Schwab→
A66KAILIX ADVISORS LLC
CRD 311094
FL$119.0M1Charles Schwab→
A66GUIRY CAPITAL MANAGEMENT, LLC
CRD 122056
FL$204.3M—Charles Schwab→
A65HOROWITZ & COMPANY, INC.
CRD 106737
FL$180.7M2Charles Schwab→
A65EDMP, INC.
CRD 110248
FL$147.4M3Charles Schwab→
A65SOLOMON API LLC
CRD 159471
FL$173.1M3Charles Schwab→
A65CAPSTONE WEALTH MANAGEMENT CORP.
CRD 165359
FL$109.4M3Charles Schwab→
A65RED REEF ADVISORS LLC
CRD 174748
FL$135.0M3Charles Schwab→
B65JAMES I. BLACK & COMPANY
CRD 1249
FL$144.1M8E*Trade→
B64ALPHAQ ADVISORS LLC
CRD 141006
FL$90.6M2Charles Schwab→
B64LIONSBRIDGE WEALTH MANAGEMENT LLC
CRD 149019
FL$122.4M3Charles Schwab→
B64SKY ALPHA ASSET ADVISORS LLC
CRD 295839
FL$216.0M2Charles Schwab→
B64GREAT NORTHERN ASSET MANAGEMENT, INC.
CRD 166788
FL$73.1M1E*Trade→
B64STONEX INTERNATIONAL ADVISORS INC
CRD 153799
FL$106.7M14E*Trade→
B63SEMINOLE ADVISORY SERVICES, LLC
CRD 148975
FL$242.5M—E*Trade→
B63GIP INVESTMENT ADVISER LLC
CRD 300541
FL$198.0M—E*Trade→
B63BANYAN GLOBAL INVESTMENT ADVISORS, LLC
CRD 283264
FL$162.1M2Charles Schwab→
B63FELLOWSHIP INVESTMENT ADVISORS, LLC
CRD 154103
FL$175.9M3Charles Schwab→
B63WEALTHTRUST ASSET MANAGEMENT, LLC
CRD 174901
FL$217.4M5Charles Schwab→
B62GALLATIN & COMPANY, LLC
CRD 111984
FL$98.1M1Charles Schwab→
B62PRINCE ASSET MANAGEMENT, INC.
CRD 141567
FL$137.7M3Charles Schwab→
B62LYONS WEALTH MANAGEMENT, LLC
CRD 150581
FL$109.1M4Charles Schwab→
B621650 WEALTH MANAGEMENT, LLC
CRD 152985
FL$119.7M1Charles Schwab→
B62FINANCIAL PLANNING SERVICES, INC.
CRD 311146
FL$145.0M—Charles Schwab→
B61MOSELEY INVESTMENT MANAGEMENT, INC.
CRD 124152
FL$456.8M4Charles Schwab→
B60MBF HEALTHCARE MANAGEMENT II, LLC
CRD 283576
FL$235.0M—E*Trade→
B60KAZAZIAN ASSET MANAGEMENT, LLC
CRD 328433
FL$193.3M—E*Trade→
B60CYWP FUND LLC
CRD 337234
FL$160.8M—E*Trade→
B60PERSONAL FINANCIAL PROFILES INC
CRD 109327
FL$335.3M2Charles Schwab→
B60ARMADA ADVISORS, INC.
CRD 150416
FL$190.3M2E*Trade→
B59FUSCO FINANCIAL SERVICES INC
CRD 106841
FL$159.3M2E*Trade→
B59SPARROW WEALTH MANAGEMENT, INC.
CRD 152670
FL$135.2M1E*Trade→
B59CHRONOS CAPITAL ADVISORS LLC
CRD 283639
FL$181.1M2E*Trade→
B59MUTUAL TRUST ASSET MGMT., INC.
CRD 121364
FL$58.4M5Charles Schwab→
B59WHITESTAR ADVISORS, LLC
CRD 124627
FL$454.5M—E*Trade→
B59CARDEA CAPITAL ADVISORS, LLC
CRD 307600
FL$124.2M7Charles Schwab→