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81 firms
ActiveState: SC×Custodian: State Street×Custodian: Charles Schwab×Custodian: E*Trade×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9M—E*Trade→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade→
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2M—E*Trade→
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0M—E*Trade→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3M—E*Trade→
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab→
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1M—E*Trade→
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→
C42OAK ADVISORS, LLC
CRD 137192
SC$284.7M6Charles Schwab→
C41KEEN CAPITAL, LTD
CRD 145023
SC$179.7M4Charles Schwab→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C41CAPASSO PLANNING PARTNERS LLC
CRD 294673
SC$274.2M2Charles Schwab→
C40JACKSON FINANCIAL SERVICES, LLC
CRD 132252
SC$498.1M2Charles Schwab→
C39FUSION CAPITAL, LLC
CRD 154726
SC$492.3M4Charles Schwab→
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C38FAMILY LEGACY, INC.
CRD 110945
SC$377.3M6Charles Schwab→
C38PROSPERA FUNDS, INC.
CRD 331765
SC$4.6M1E*Trade→
C38WILDES FINANCIAL STRATEGIES, INC
CRD 289496
SC$138.3M3Charles Schwab→
C37360 FINANCIAL PARTNERS, LLC
CRD 169280
SC$206.5M3E*Trade→
C37BURKETT FINANCIAL SERVICES, LLC
CRD 140168
SC$572.6M5Charles Schwab→
C36HARDIN CAPITAL PARTNERS, LLC
CRD 153023
SC$447.8M1Charles Schwab→
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49B—E*Trade→
C36GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015
SC$1.77B16Charles Schwab→
C36RESOLUTE CAPITAL, LLC
CRD 304558
SC$300.8M9Charles Schwab→