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103 firms
ActiveState: KS×Custodian: Pershing×Custodian: E*Trade×Custodian: Charles Schwab×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B56NEXT GENERATION INVESTING, LLC
CRD 149017
KS$128.0M3E*Trade→
B55DOUGLASS INVESTMENT GROUP LLC
CRD 331223
KS$173.6M2E*Trade→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B54DISCRETIONARY MANAGEMENT SERVICES, LLC
CRD 145851
KS$228.4M9E*Trade→
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab→
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab→
B51TYR CAPITAL ADVISORS, LLC
CRD 326208
KS$244.1M—E*Trade→
C50KOMPASS KAPITAL ADVISORS, LLC
CRD 335041
KS$116.6M1E*Trade→
C49M3SIXTY CAPITAL, LLC
CRD 323764
KS$28.7M3E*Trade→
C49CABIN ADVISORS, LLC
CRD 312547
KS$220.2M15E*Trade→
C48TFB ADVISORS, LLC
CRD 321870
KS$840.2M17Charles Schwab→
C48SILVERHAWK CAPITAL PARTNERS, LLC
CRD 161678
KS$137.2M—E*Trade→
C47EVEREST WEALTH MANAGEMENT, LLC
CRD 133823
KS$237.4M1E*Trade→
C47COLLABORATIVE PORTFOLIO MANAGEMENT, LLC
CRD 332929
KS$178.7M4E*Trade→
C47FORTUNE FINANCIAL ADVISORS, LLC
CRD 145799
KS$322.6M5Charles Schwab→
C46BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229
KS$128.5M2Charles Schwab→
C44CENTRALIS CAPITAL LLC
CRD 305897
KS$60.3M—E*Trade→
C43KORNITZER CAPITAL MANAGEMENT, INC.
CRD 111087
KS$6.75B10E*Trade→
C43LEGACY INVESTMENT PARTNERS, LLC
CRD 133014
KS$403.1M6E*Trade→
C43THE ETF STORE, INC.
CRD 148229
KS$168.2M6Charles Schwab→
C41RSG INVESTMENTS LLC
CRD 323527
KS$140.5M6Charles Schwab→
C40PATHWAY FINANCIAL SOLUTIONS, INC.
CRD 340594
KS$06E*Trade→
C40ONE ADVISORY PARTNERS, LLC
CRD 161614
KS$369.5M7Charles Schwab→
C40KOESTEN HIRSCHMANN & CRABTREE, INC.
CRD 107212
KS$668.3M8Charles Schwab→
C40RETIREWISE TAX AND WEALTH ADVISORS, INC.
CRD 284394
KS$242.8M7Charles Schwab→
C40CORNERSTONE SECURITIES LLC
CRD 140379
KS$210.0M10Charles Schwab→
C40GENTRY PRIVATE WEALTH, LLC
CRD 323208
KS$307.7M4Charles Schwab→
C39FINANCIAL COUNSELORS INC
CRD 106398
KS$1.47B8E*Trade→
C39TWO WEST CAPITAL ADVISORS LLC
CRD 154543
KS$3.89B16Charles Schwab→
C39S&A FINANCIAL SERVICES, INC.
CRD 110471
KS$392.3M5Charles Schwab→
C38DOGWOOD WEALTH MANAGEMENT, LLC
CRD 317580
KS$257.2M4E*Trade→
C38BCWM, LLC.
CRD 144748
KS$665.2M7Charles Schwab→
C38MCD-KISSNER GP, LLC
CRD 336165
KS$1.02B—E*Trade→
C37ONEDIGITAL ASSET MANAGEMENT, LLC
CRD 320608
KS$762K—Charles Schwab→
C37MITCHELL CAPITAL MANAGEMENT CO
CRD 106338
KS$847.3M6Charles Schwab→
C35CORNERSTONE ADVISORS, LLC
CRD 114510
KS$265.1M4Charles Schwab→
C35ALLOS INVESTMENT ADVISORS, LLC
CRD 155541
KS$73.6M10Charles Schwab→
C34MARINER MANAGED ACCOUNT SOLUTIONS, LLC
CRD 151664
KS$2.77B7E*Trade→
C33MATTERN WEALTH MANAGEMENT LLC
CRD 304520
KS$579.0M3Charles Schwab→
C33RPR FINANCIAL ADVISORS LLC
CRD 316557
KS$162.1M5Charles Schwab→
C32WESTWARD INVESTMENT ADVISORY, LLC
CRD 281742
KS$571.5M3E*Trade→
C32GREAT RANGE CAPITAL, LLC
CRD 164294
KS$495.0M—E*Trade→