ScoreFirmStateAUMAdvisorsCustodian
A70ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809
AZ$240.2M1E*Trade
B64SARATOGA CAPITAL MANAGEMENT, LLC
CRD 112021
AZ$138.8M1E*Trade
B63BASELINE PARTNERS LLC
CRD 301762
AZ$75.3ME*Trade
B57RESQ INVESTMENT PARTNERS, LLC
CRD 169528
AZ$65.8ME*Trade
B57PRAVATI CAPITAL LLC
CRD 300435
AZ$173.7ME*Trade
B53PROSPER PRIVATE WEALTH, LLC
CRD 333708
AZ$150.8M2E*Trade
B53GREENBERG FINANCIAL GROUP
CRD 38747
AZ$406.9M6E*Trade
B52COLE WEALTH MANAGEMENT, LLC
CRD 134509
AZ$181.1M4E*Trade
B52STABLEFORD CAPITAL LLC
CRD 173383
AZ$305.3M4E*Trade
B51BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD 13609
IA$906.4M50E*Trade
B51HARMONY ASSET MANAGEMENT LLC
CRD 116069
AZ$462.5M7E*Trade
C49XCELLERANT VENTURES, LLC
CRD 319671
AZ$26.0ME*Trade
C47PLAN2THRIVE FINANCIAL, LLC
CRD 317005
IA$147.5M3E*Trade
C47ACCORDANT INVESTMENTS LLC
CRD 325678
AZ$186.4M3E*Trade
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade
C43CAPITAL WEST PARTNERS, LLC
CRD 130762
AZ$300.0M2E*Trade
C43LGM CAPITAL MANAGEMENT LLC
CRD 283872
AZ$14.9ME*Trade
C42STRATEGIC EQUITY MANAGEMENT, INC.
CRD 112142
AZ$933.5M9E*Trade
C42BALLAST CAPITAL ADVISORS LLC
CRD 282369
IA$328.7M3E*Trade
C41CLARUS WEALTH ADVISORS, LLC
CRD 281160
AZ$305.2M12E*Trade
C41TREASURE INVESTMENT MANAGEMENT, LLC
CRD 309258
AZ$252.7ME*Trade
C40TEMPLETON FINANCIAL SERVICES INC.
CRD 128240
AZ$441.8M3E*Trade
C39AEGON USA REALTY ADVISORS, LLC
CRD 286438
IA$394.5ME*Trade
C39MPI INFINITE INVESTORS, LLC
CRD 337830
AZ$01E*Trade
C38DMKC ADVISORY SERVICES, LLC
CRD 145112
IA$902.5M11E*Trade
C38TRINITY CAPITAL ADVISER LLC
CRD 326133
AZ$157.6ME*Trade
C37IDX ADVISORS, LLC
CRD 299658
AZ$128.1M1E*Trade
C37BLAKELY WALTERS WEALTH MANAGEMENT LLC
CRD 324410
AZ$173.7M5E*Trade
C36ALKEME INVESTMENTS LLC
CRD 332434
AZ$0E*Trade
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade
C35FAMILY OFFICE INVESTMENT ADVISORY LLC
CRD 339607
AZ$0E*Trade
C35SMEAD CAPITAL MANAGEMENT, INC.
CRD 143567
AZ$5.52B6E*Trade
C34VAN METER ASSOCIATES, LLC
CRD 134191
IA2E*Trade
C31ESTANCIA CAPITAL MANAGEMENT, LLC
CRD 166478
AZ$908.0ME*Trade
C31BILI FINANCE, LLC
CRD 339828
AZ$0E*Trade
C31DES MOINES INVESTMENTS, LLC
CRD 146322
IA$246.0M3E*Trade
C30CURAFIN ADVISORS, LLC
CRD 329091
AZ$748.4M2E*Trade
C30BTC CAPITAL MANAGEMENT, INC.
CRD 127158
IA$4.60B22E*Trade
C3017 CAPITAL PARTNERS, LLC
CRD 283013
AZ$246.4M3E*Trade
C29SVVY, LLC
CRD 325358
AZ$0E*Trade
C27ICW INVESTMENT ADVISORS, LLC
CRD 135081
AZ$376.6M8E*Trade
C27BINNACLE INVESTMENTS, INC.
CRD 313185
IA$264.1M5E*Trade
C27ALPHABIT INVESTMENTS, LLC
CRD 334827
IA$7.7M2E*Trade
C27RRA INVESTMENT MANAGEMENT, LLC
CRD 306287
AZ$663.3ME*Trade
C26SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
CRD 321109
IA$122.05BE*Trade
C25FBL WEALTH MANAGEMENT, LLC
CRD 291396
IA$9.2M50E*Trade
C25BALBEC CAPITAL MANAGEMENT LP
CRD 284363
AZ$7.99BU.S. Bank
C24NERDWALLET ADVISORY LLC
CRD 325767
AZ$01E*Trade
C23PRINCIPAL ADVISED SERVICES, LLC
CRD 297324
IA$1.42B50E*Trade
C22GALVIN, GAUSTAD & STEIN, LLC
CRD 153410
AZ$1.35B8E*Trade