ScoreFirmStateAUMAdvisorsCustodian
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab
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
A68DRUM HILL CAPITAL, LLC
CRD 123359
CT$194.3M3E*Trade
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab
A67HERITAGE CAPITAL, LLC
CRD 127650
CT$146.9M3E*Trade
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*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
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9ME*Trade
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab
B62LONGWALL INVESTMENT PARTNERS, LLC
CRD 324336
CT$428.2M3E*Trade
B62VISION INVESTMENT ADVISORS, LLC
CRD 109621
CT$137.4M9Charles Schwab
B61BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
CT$113.7M1Charles Schwab
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab
B60NEW CHINA CAPITAL MANAGEMENT CORP.
CRD 295905
CT$233.7ME*Trade
B60CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
CT$275.1M4Charles Schwab
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2ME*Trade
B59ABUNDANT WEALTH MANAGEMENT LLC
CRD 331285
CT$243.8M3E*Trade
B59TRUE NORTH MANAGEMENT GROUP, LLC
CRD 161042
CT$492.5ME*Trade
B59AIS CAPITAL MANAGEMENT L.P.
CRD 107971
CT$358.3M48E*Trade
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade
B58JAT CAPITAL MANAGEMENT LP
CRD 311599
CT$228.5ME*Trade
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab
B57ALTUS CAPITAL PARTNERS, INC.
CRD 159529
CT$169.3ME*Trade
B57COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
CT$128.9M2Charles Schwab
B57KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
CT$215.5M1Charles Schwab
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B54KATE CAPITAL LLC
CRD 329897
CT$206.8ME*Trade
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3MCharles Schwab
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab
B53GRANITE GROUP ADVISORS, LLC
CRD 127357
CT$829.6M2E*Trade
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab
B52BIRINYI ASSOCIATES, INC.
CRD 107169
CT$471.7ME*Trade
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab