ScoreFirmStateAUMAdvisorsCustodian
A65THE WEALTH COACH, LLC
CRD 144588
TX$219.6M3Pershing
B58DDELTA REAL ESTATE INVESTMENTS INC.
CRD 326662
TX$169.6M1Pershing
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
B57KERCHEVILLE ADVISORS LLC
CRD 169471
TX$554.7M3Pershing
B55NEXUS ONE FINANCIAL ADVISORS LLC
CRD 336809
TX$552.0M6Pershing
B54SCALAR GAUGE MANAGEMENT, LLC
CRD 287991
TX$199.4MPershing
B54PROMUS ASSET MANAGEMENT, LLC
CRD 157484
TX$384.6M4Pershing
B50JACKSON HILL ADVISORS, LLC
CRD 284162
TX$217.9MPershing
C48RAMIAH INVESTMENT GROUP, INC.
CRD 130919
WI$283.3M4Pershing
C48MCGOWAN GROUP ASSET MANAGEMENT, INC.
CRD 154127
TX$1.08B7Pershing
C48RPOA ADVISORS, INC.
CRD 157222
TX$3.59B37Pershing
C47HAZOOR PARTNERS, LLC
CRD 289744
TX$330.7MPershing
C46EIGHT 31 FINANCIAL, LLC
CRD 327632
TX$532.4M4Pershing
C43DIMENSIONAL FUND ADVISORS LP
CRD 106482
TX$1020.36B50State Street
C42MULTICOIN CAPITAL MANAGEMENT, LLC
CRD 297302
TX$2.69BPershing
C41SANDERS MORRIS LLC
CRD 20580
TX$576.1M25Pershing
C40WESTWOOD MANAGEMENT CORP
CRD 110269
TX$12.46B14State Street
C40RIA GLOBAL RESEARCH, LLC
CRD 332608
TX$928K2Pershing
C37AMERICAN BEACON ADVISORS, INC.
CRD 105552
TX$59.93B15State Street
C35NEXADVISORS, LLC
CRD 317477
TX$26.1M2Pershing
C35BANORTE VENTURES LTD.
CRD 335283
TX$52K8Pershing
C33AB PRIVATE CREDIT INVESTORS LLC
CRD 173027
TX$11.36BState Street
C33ALTA FOX CAPITAL MANAGEMENT, LLC
CRD 295816
TX$821.4MPershing
C32S.B. VALUE PARTNERS, L.P.
CRD 139162
TX$3.89B7Pershing
C32PARADIGM GLOBAL INVESTORS, LLC
CRD 338287
TX$3.03B2Pershing
C31CROW HOLDINGS CAPITAL PARTNERS, L.L.C.
CRD 156925
TX$14.45B9Pershing
C31SENDERO WEALTH MANAGEMENT, LLC
CRD 145594
TX$6.51B21Pershing
C29TOLLESON PRIVATE WEALTH MANAGEMENT, LLC
CRD 111838
TX$9.26B29Pershing
C29RANGER INVESTMENT MANAGEMENT,L.P.
CRD 124414
TX$1.48BState Street
C29NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
CRD 307169
WI$16.25B14State Street
C28LEVERTY FINANCIAL GROUP, LLC
CRD 310258
WI$676.8M6Pershing
C28FIRST COMMAND ADVISORY SERVICES
CRD 281958
TX$24.43B50Pershing
C27BANORTE ASSET MANAGEMENT, INC.
CRD 290555
TX$661.2M17Pershing
C27STONECREST ADVISORS, INC.
CRD 142095
TX$398.8M21Pershing
C26ALM FIRST FINANCIAL ADVISORS LLC
CRD 108561
TX$76.17BPershing
C26GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC
CRD 160830
TX$1.54B2Pershing
C26CRESTA ADVISORS, LTD.
CRD 169641
TX$786.0M7Pershing
C25MSC ADVISER I, LLC
CRD 169939
TX$1.73BState Street
C25MONEX ASSET MANAGEMENT, INC.
CRD 148123
TX$650.9M17Pershing
C25TRUST ASSET MANAGEMENT LLC
CRD 147379
TX$3.21B3Pershing
C25STELLUS CAPITAL MANAGEMENT, LLC
CRD 160115
TX$3.51BState Street
C23TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
CRD 298422
TX$4.19B50Pershing
C23ORGEL WEALTH MANAGEMENT, LLC
CRD 168219
WI$9.55B30Pershing
C22SIXTH STREET ADVISERS, LLC
CRD 159014
TX$101.61BState Street
C22FIVE POINT INFRASTRUCTURE LLC
CRD 171158
TX$7.05B1State Street
C22OGAM, LP
CRD 287919
TX$8.69BState Street
C21VOSS CAPITAL, LP
CRD 158929
TX$1.94B1Pershing
C20STANSBERRY ASSET MANAGEMENT, LLC
CRD 282103
TX$1.29B21Pershing
C15INVESTMENT PROFESSIONALS, INC.
CRD 30184
TXPershing
C13PICKERING ENERGY PARTNERS LP
CRD 302116
TX$1.66BPershing