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103 firms
ActiveState: TN×Custodian: State Street×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab→
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab→
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab→
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab→
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab→
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab→
B55COSEY FINANCIAL SERVICES, INC.
CRD 140175
TN$123.7M3Charles Schwab→
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab→
B53JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636
TN$146.2M3Charles Schwab→
B53THE NALLS SHERBAKOFF GROUP, LLC
CRD 168239
TN$337.1M3Charles Schwab→
B53BLONG FINANCIAL, LLC
CRD 164746
TN$202.0M2Charles Schwab→
B53W ADVISORS LLC
CRD 168452
TN$244.9M2Charles Schwab→
B53COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD 141348
TN$113.9M1Charles Schwab→
B51LECONTE WEALTH MANAGEMENT, LLC
CRD 168539
TN$346.8M7Charles Schwab→
B50MISSION VALUE PARTNERS, LLC
CRD 153704
TN$303.2M—State Street→
C50LEGACY WEALTH MANAGEMENT INC
CRD 108619
TN$2.66B16Charles Schwab→
C49HMS CAPITAL MANAGEMENT, LLC
CRD 149764
TN$281.9M6Charles Schwab→
C48FRAZEE INVESTMENT CONSULTING, INC.
CRD 123662
TN$195.5M5Charles Schwab→
C47TRUEHAVEN CAPITAL, LLC
CRD 332005
TN$62.3M2Charles Schwab→
C45SHAYNE & JACOBS, LLC
CRD 109423
TN$429.5M2Charles Schwab→
C45TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
CRD 113586
TN$277.3M1Charles Schwab→
C44MCBREARTY CAPITAL MANAGEMENT INC
CRD 108972
TN$279.7M2Charles Schwab→
C44EFINANCIAL ALLIANCE, LLC
CRD 161352
TN$291.9M4Charles Schwab→
C44J. MARK NICKELL & CO.
CRD 111635
TN$146.4M3Charles Schwab→
C44DELTA ASSET MANAGEMENT, LLC
CRD 113688
TN$1.53B6Charles Schwab→
C43MOON CAPITAL MANAGEMENT LLC
CRD 107612
TN$395.2M—Charles Schwab→
C43CRAVENS & COMPANY ADVISORS, LLC
CRD 130071
TN$311.1M3Charles Schwab→
C43FIELDER CAPITAL GROUP LLC
CRD 156737
TN$1.21B8Charles Schwab→
C43MARSH WEALTH MANAGEMENT, LLC
CRD 282111
TN$182.3M3Charles Schwab→
C42EVERGREEN ADVISORS, LLC
CRD 149861
TN$522.8M2Charles Schwab→
C42VISIONARY HORIZONS, LLC
CRD 150483
TN$396.7M15Charles Schwab→
C42SENTRY, LLC
CRD 150593
TN$2.33B3Charles Schwab→
C41COUNCILMARK ASSET MANAGEMENT, LLC
CRD 111748
TN$270.8M—Charles Schwab→
C41CALYDON CAPITAL, LLC
CRD 285485
TN$3.58B7Charles Schwab→
C41WEALTH PRESERVATION ADVISORS, LLC
CRD 167518
TN$591.6M2Charles Schwab→
C41WMG FINANCIAL ADVISORS, LLC
CRD 285824
TN$693.8M15Charles Schwab→
C41VALOR FINANCIAL SERVICES, LLC
CRD 309377
TN$273.3M2Charles Schwab→
C40RBG WEALTH ADVISORS LLC
CRD 319486
TN$154.8M4Charles Schwab→
C40DECKER WEALTH MANAGEMENT, LLC
CRD 150094
TN$566.2M7Charles Schwab→
C39GUARDIAN WEALTH MANAGEMENT, LLC
CRD 118668
TN$411.1M5Charles Schwab→
C39INNOVATIVE ADVISORY PARTNERS, LLC
CRD 156135
TN$352.1M5Charles Schwab→
C38BROGAN FINANCIAL, INC.
CRD 133623
TN$577.0M6Charles Schwab→
C38CYPRESS CAPITAL, LLC
CRD 171266
TN$426.0M9Charles Schwab→
C38APEX STRATEGIC WEALTH, LLC
CRD 308569
TN$292.1M7Charles Schwab→