ScoreFirmStateAUMAdvisorsCustodian
A70O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316
CA$179.1M2Wells Fargo
B65TICINO WEALTH LLC
CRD 335808
CA$400.2M3Wells Fargo
B55SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD 332139
CA$424.6M2Wells Fargo
B55INFANGER INVESTMENT TECHNOLOGY, LLC
CRD 112328
CA$494.9M1Wells Fargo
B53LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD 164136
CA$200.9M3Wells Fargo
C50VIRGO INVESTMENT GROUP LLC
CRD 157297
CA$857.4MWells Fargo
C47PACIFIC INCOME ADVISERS INC
CRD 104719
CA$2.25B5Wells Fargo
C46OAK ASSET MANAGEMENT, LLC
CRD 287856
CA$413.8M4Wells Fargo
C43CANTERBURY CONSULTING INCORPORATED
CRD 22875
CA$45.88B25Northern Trust
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo
C40FLYWHEEL PRIVATE WEALTH LLC
CRD 325690
CA$415.0M2Wells Fargo
C40VILA, LLC
CRD 307186
CA$286.5MWells Fargo
C39FACTORIAL FUNDS MANAGEMENT LLC
CRD 319107
CA$967.0MNorthern Trust
C38GLOBAL IMC LLC
CRD 170870
CA$790.0MNorthern Trust
C38LONGTAIL ALPHA, LLC
CRD 282615
CA$822.4M1Northern Trust
C37BRANDES INVESTMENT PARTNERS, LP
CRD 105404
CA$40.65B25Northern Trust
C36HACKMAN CAPITAL PARTNERS, LLC
CRD 314721
CA$1.19BWells Fargo
C35PRESTON CAPITAL LLC
CRD 328417
CA$1.05BWells Fargo
C35IFC ADVISORS LLC
CRD 332157
CA$2.34B9Wells Fargo
C35CAUSEWAY CAPITAL MANAGEMENT LLC
CRD 113308
CA$62.24BNorthern Trust
C34ATALA FINANCIAL INC
CRD 318371
CA$370.7M2Wells Fargo
C34SENTINEL ROCK REALTY TRUST INC.
CRD 337421
CA$273.5MWells Fargo
C33RIMROCK CAPITAL MANAGEMENT LLC
CRD 120410
CA$3.85B8Northern Trust
C33BISON CAPITAL ASSET MANAGEMENT, LLC
CRD 160562
CA$962.5MWells Fargo
C33GENERATION INVESTMENT MANAGEMENT US LLP
CRD 132728
CA$10.54BNorthern Trust
C32MOMENT PARTNERS, LLC
CRD 332691
CA$1.19B4Wells Fargo
C31CWS CAPITAL PARTNERS LLC
CRD 166871
CA$268.4M7Wells Fargo
C30GLOBEFLEX CAPITAL LP
CRD 106417
CA$4.60B1Northern Trust
C29DALTON INVESTMENTS, INC.
CRD 308609
CA$5.72BNorthern Trust
C29FFL PARTNERS, LLC
CRD 156980
CA$4.11BWells Fargo
C28PACIFIC PRIVATE FUND ADVISORS LLC
CRD 168830
CA$12.24BWells Fargo
C28SENTINEL DOME PARTNERS, LLC
CRD 172019
CA$1.59BNorthern Trust
C26VOLEON CAPITAL MANAGEMENT LP
CRD 147443
CA$29.38BWells Fargo
C26PRIME FINANCE ADVISOR, L.P.
CRD 159971
CA$22.22BWells Fargo
C26CASTLE CREEK ADVISORS IV LLC
CRD 158079
CA$1.14BNorthern Trust
C25WHITMAN/PETERSON, LLC
CRD 296087
CA$2.37BWells Fargo
C25BRASA CAPITAL MANAGEMENT, LP
CRD 316265
CA$1.37BNorthern Trust
C25NEW FORESTS INC.
CRD 165267
CA$981.9MWells Fargo
C24NEXUS CAPITAL MANAGEMENT LP
CRD 168618
CA$5.13BNorthern Trust
C24SABAL INVESTMENT ADVISORS, LLC
CRD 169572
CA$5.83BWells Fargo
C23METIS GLOBAL PARTNERS, LLC
CRD 167276
CA$5.67BNorthern Trust
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65BWells Fargo
C22SHAMROCK CAPITAL ADVISORS, LLC
CRD 153100
CA$6.72BWells Fargo
C22LEONARD GREEN & PARTNERS, L.P.
CRD 158164
CA$85.60BWells Fargo
C22STEPSTONE GROUP REAL ASSETS LP
CRD 281695
CA$33.10BWells Fargo
C22WOODWARD DIVERSIFIED CAPITAL, LLC
CRD 306299
CA$609.8M4Wells Fargo
C21ANGELES INVESTMENT ADVISORS, LLC.
CRD 110213
CA$7.27BNorthern Trust
C19COTA CAPITAL MANAGEMENT, LLC
CRD 226750
CA$1.17BNorthern Trust
C19TOWERPOINT WEALTH, LLC
CRD 288593
CA$561.3M5Wells Fargo
C17MENLO EQUITIES V LLC
CRD 162139
CA$4.69BNorthern Trust