ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
B56BERINGEA, LLC
CRD 161803
MI$269.9MWells Fargo
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing
C46VIMA, LLC
CRD 148833
MI$229.5M12Pershing
C45J.W. KORTH & COMPANY, LIMITED PARTNERSHIP
CRD 26455
MI$228.7M17Pershing
C45AXIENT INVESTMENT ADVISORS LLC
CRD 336722
AL$454.0M13Pershing
C41POINTE CAPITAL MANAGEMENT LLC
CRD 152520
MI$452.3M6Pershing
C40MONARCH CAPITAL MANAGEMENT INC
CRD 106244
IN$495.7M4Pershing
C40COOK & BYNUM CAPITAL MANAGEMENT, LLC
CRD 149454
AL$359.8MPershing
C40THE NEMES RUSH GROUP, LLC
CRD 312554
MI$1.62B8Pershing
C36USA FINANCIAL SECURITIES LLC
CRD 103857
MI$296.5M50Pershing
C34STONEX ADVISORS INC.
CRD 174182
AL$5.09B50Pershing
C33ONEAMERICA SECURITIES, INC.
CRD 4173
IN$306.1M50Pershing
C33GUIDESTREAM FINANCIAL, INC.
CRD 150890
MI$263.5M5Pershing
C32ANDERSON GROWTH PARTNERS, LLC
CRD 138600
AL$1.01B1Pershing
C32BCR WEALTH STRATEGIES, LLC
CRD 119670
AL$528.1M7Pershing
C30SCHECHTER PRIVATE CAPITAL, LLC
CRD 289491
MI$171.7MPershing
C28AXIOM FINANCIAL STRATEGIES GROUP, LLC
CRD 306618
IN$404.1M6Wells Fargo
C28SAPIENT CAPITAL LLC
CRD 324899
IN$13.76B33Pershing
C27WELL DONE, LLC
CRD 173736
MI$2.00B20Pershing
C24RETIREMENT INCOME SOLUTIONS, INC.
CRD 110145
MI$2.97B16Pershing
C22SCHMIDT, JACOB AARON
CRD 121034
IN$212.6M7Pershing