ScoreFirmStateAUMAdvisorsCustodian
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0MPershing
B61WHARTON WEALTH MANAGEMENT, LLC
CRD 281348
PA$209.2M2Pershing
B61BOUVEL INVESTMENT PARTNERS, LLC
CRD 108436
PA$374.4M3Pershing
B52GARDNER RUSSO & QUINN LLC
CRD 106114
PA$9.45BPershing
C47SAFS, LLC
CRD 144405
PA$182.6M2Pershing
C46UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592
NC$337.8M17Pershing
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C41AZARIAS CAPITAL MANAGEMENT, L.P.
CRD 174466
PA$188.8M3Pershing
C38BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
CRD 110783
PA$65.44BBNY Mellon
C37KEY FINANCIAL, INC.
CRD 116240
PA$2.84B10Pershing
C36HIRTLE & CO., LLC
CRD 105403
PA$25.41B40BNY Mellon
C35ARCHETYPE ADVISORS, LLC
CRD 156527
PA$260.0M3Pershing
C35OWLS NEST PARTNERS IA, LLC
CRD 289811
PA$441.2M3Pershing
C35MOUNT LUCAS MANAGEMENT LP
CRD 108255
PA$1.30BBNY Mellon
C35MILLER INVESTMENT MANAGEMENT, LP
CRD 108380
PA$7.10B6Pershing
C34FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777
NC$465.1M50Pershing
C34HUDOCK, INC.
CRD 149255
PA$1.00B9Pershing
C34HC CAPITAL PARTNERS, LLC
CRD 160737
PA$5.21BBNY Mellon
C33CASSIA CAPITAL PARTNERS LLC
CRD 159911
NC$251.2M4Pershing
C31ETON ADVISORS GROUP, LLC
CRD 289395
NC$1.89B6BNY Mellon
C31FIRST CITIZENS INVESTOR SERVICES, INC.
CRD 44430
NC$2.63B50Pershing
C31LINCOLN INVESTMENT PLANNING, LLC
CRD 519
PA$21.99B50Pershing
C31BILL FEW ASSOCIATES, INC.
CRD 133561
PA$2.72B28Pershing
C30MELLON INVESTMENTS CORPORATION
CRD 105764
PA$873.87BBNY Mellon
C28HORNOR, TOWNSEND & KENT, LLC
CRD 4031
PA$9.01B50Pershing
C27HORIZON INVESTMENTS LLC
CRD 109552
NC$8.47B27Pershing
C27CAPITAL ANALYSTS, LLC
CRD 162200
PA$8.77B50Pershing
C261315 CAPITAL, LLC
CRD 175292
PA$1.35BPershing
C25LL FUNDS, LLC
CRD 161552
PA$2.61BBNY Mellon
C25NEWMARKET INVESTMENT MANAGEMENT, LP
CRD 308098
PA$2.82BBNY Mellon
C24RADCLIFFE CAPITAL MANAGEMENT, L.P.
CRD 136028
PA$5.14B1Pershing
C24HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CRD 30177
PA$1.34BPershing
C23FEDERATED INVESTMENT COUNSELING
CRD 105325
PA$207.21B50BNY Mellon
C17FINANCIAL SYMMETRY INCORPORATED
CRD 118443
NC$1.54B15Pershing