ScoreFirmStateAUMAdvisorsCustodian
B58CERTIFIED TAX SERVICE, INC.
CRD 110960
IL$313.9M4Charles Schwab
B58PERRITT CAPITAL MANAGEMENT INC
CRD 111623
IL$279.8MCharles Schwab
B58SOUTH GEORGIA CAPITAL, LLC
CRD 146765
IL$134.0M2Pershing
B58TETLEY INVESTMENTS, LLC
CRD 164130
IL$193.9M3Charles Schwab
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade
B57EASTGATE CAPITAL ADVISORS LLC
CRD 220511
IL$271.5M5Charles Schwab
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab
B57MASUS FINANCIAL GROUP, LTD.
CRD 174339
IL$190.6M3LPL Financial
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab
B56VIA IV INVESTMENTS, LLC
CRD 121992
IL$221.8M4E*Trade
B56T2 ASSET MANAGEMENT, LLC
CRD 167714
IL$180.0M8Charles Schwab
B56KRUSE ASSET MANAGEMENT, LLC
CRD 143204
IL$146.2M3Charles Schwab
B56GLL INVESTORS, LLC
CRD 161830
IL$184.1ME*Trade
B56MONERE WEALTH MANAGEMENT, INC.
CRD 173076
IL$312.0M9E*Trade
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab
B56VERMILLION FINANCIAL ADVISORS, INC.
CRD 119239
IL$386.7M6E*Trade
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab
B55BENTLEY FINANCIAL GROUP, INC.
CRD 172474
IL$392.8M5E*Trade
B55PLUSCIOS MANAGEMENT LLC
CRD 146761
IL$258.1ME*Trade
B55IMPACT ENGINE MANAGEMENT, PBC
CRD 304022
IL$244.5ME*Trade
B55SIGNATURE FINANCIAL SERVICES, LTD
CRD 123729
IL$274.0M13Pershing
B55ZIMMERMAN WEALTH MANAGEMENT, LLC
CRD 127526
IL$472.4M7Fidelity
B55LATKO WEALTH MANAGEMENT, LTD.
CRD 282423
IL$327.2M2LPL Financial
B55ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
CRD 317544
IL$907.2M5Charles Schwab
B55REVERE FINANCIAL, LLC
CRD 155286
IL$127.1MCharles Schwab
B55WINONA CAPITAL MANAGEMENT, LLC
CRD 162882
IL$255.6MFolio Institutional
B55FINANCIAL DESIGN STUDIO, INC.
CRD 286686
IL$105.5M3Charles Schwab
B54LIZARD INVESTORS LLC
CRD 147284
IL$232.8MState Street
B54FIRST ANALYSIS CAPITAL MANAGEMENT LLC
CRD 161373
IL$186.2MJPMorgan
B54CENTERSTAR ASSET MANAGEMENT, LLC
CRD 289928
IL$138.6MGoldman Sachs
B54LCM CAPITAL MANAGEMENT INC
CRD 111074
IL$403.0M8Charles Schwab
B54JOURNEY FINANCIAL GROUP, INC.
CRD 123565
IL$336.5M5Charles Schwab
B54CARTER FINANCIAL GROUP, INC.
CRD 301025
IL$382.2M5Charles Schwab
B54HEMSLEY ADVISORS, LTD.
CRD 106414
IL$638.1M4Charles Schwab
B54TAIKO PRIVATE WEALTH
CRD 329909
IL$514.8M2Charles Schwab
B54NORTH SHORE INVESTMENT CONSULTING LLC
CRD 131763
IL$170.5M1Fidelity
B54PEARSON CREEK CAPITAL MANAGEMENT LLC
CRD 160354
IL$284.8M1Charles Schwab
B54DILLOW WEALTH MANAGEMENT LLC
CRD 313192
IL$106.3M2Charles Schwab
B54INSIGHT SECURITIES, INC.
CRD 5611
IL$94.2M48E*Trade
B54SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543
IL$599.6M16LPL Financial
B53CAPITAL GAINS INC
CRD 111717
IL$166.6MCharles Schwab
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3MCharles Schwab
B53ADVISORY RESEARCH INC
CRD 108254
IL$991.3M7Charles Schwab
B53MACK INVESTMENT SECURITIES, INC.
CRD 17643
IL$302.6M12E*Trade
B53LIBERTY ASSET MANAGEMENT, INC.
CRD 135791
IL$172.7M3Fidelity
B53BANTAMAC CAPITAL, LLC
CRD 307765
IL$224.7MCharles Schwab
B53CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.
CRD 157296
IL$203.9ME*Trade
B53CONVEXITAS, LLC
CRD 315145
IL$151.3M4Charles Schwab
B53MADDEN FUNDS MANAGEMENT LTD.
CRD 110309
IL$217.9M3E*Trade
B52BCM CAPITAL MANAGEMENT LLC
CRD 337570
IL$126.3M2E*Trade