ScoreFirmStateAUMAdvisorsCustodian
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab
A65FINANCIAL ARCHITECTS, LLC
CRD 116027
GA$199.2M3Charles Schwab
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab
B64CAPITAL ENDURANCE GROUP, INC
CRD 284793
GA$108.8M2Charles Schwab
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab
B64COURAGE MILLER PARTNERS, LLC
CRD 147360
VA$480.7M3Charles Schwab
B64PFW ADVISORS, LLC
CRD 325119
GA$393.2M2Charles 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
B61STRICKLAND DAVIS ADVISORS LLC
CRD 126538
GA$121.3M3Charles Schwab
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab
B60PARK SQUARE FINANCIAL GROUP, LLC
CRD 332268
GA$218.6M5Charles Schwab
B59FAMILY WMS, LLC
CRD 126456
GA$571.6M3Charles Schwab
B59CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
VA$118.8M1Charles Schwab
B58REGISTER FINANCIAL ADVISORS, LLC
CRD 143884
GA$488.5M15Charles Schwab
B58WESTBOURNE INVESTMENTS, INC.
CRD 37499
VA$276.4M5Charles Schwab
B57ACCESS INVESTMENT MANAGEMENT, LLC
CRD 322491
GA$456.4M3Charles Schwab
B57WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057
VA$195.4M5Charles Schwab
B57THE KEYSTONE FINANCIAL ALLIANCE, LLC
CRD 168760
GA$164.7M1Charles Schwab
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial
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
B55LANIER FINANCIAL GROUP LLC
CRD 152945
GA$236.2M6Charles Schwab
B55SIMA WEALTH PARTNERS, LLC
CRD 159943
VA$156.7M5Charles Schwab
B55TRADEMARK CAPITAL MANAGEMENT INC.
CRD 214512
GA$150.8M7Charles Schwab
B55COVEY CAPITAL ADVISORS, LLC
CRD 151978
GA$156.5M1Charles Schwab
B55CLIO ASSET MANAGEMENT LLC
CRD 298041
VA$134.5M1Charles Schwab
B55WEALTH ENGAGEMENT LLC
CRD 310438
GA$105.0M1Charles Schwab
B54JUNO FINANCIAL GROUP LLC
CRD 336362
VA$541.9M7Charles Schwab
B54VANTAGE CONSULTING GROUP INC
CRD 105240
VA$241.7M8Folio Institutional
B54MORRIS & WELLS WEALTH MANAGEMENT
CRD 162411
VA$987.9MCharles Schwab
B54THE MONITOR GROUP, INC.
CRD 126576
GA$167.2M3Charles Schwab
B54NETWORTH FINANCIAL SERVICES, LLC
CRD 126666
GA$128.1M2Charles Schwab
B54PEAKVALLEY WEALTH, LLC
CRD 165542
VA$130.3M4Charles Schwab
B54DECISIONMAP WEALTH MANAGEMENT, LLC
CRD 328429
VA$363.4M4Charles Schwab
B54HENDERSON FINANCIAL GROUP LLC
CRD 333013
VA$136.4M3Charles Schwab
B54WEALTH INTELLIGENCE, LLC
CRD 333253
GA$247.5M2Charles Schwab
B54TENZING FINANCIAL LLC
CRD 335259
VA$231.1M3Charles Schwab