ScoreFirmStateAUMAdvisorsCustodian
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab
C47OAK STREET ADVISORS INC
CRD 139400
SC$126.2M2
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1ME*Trade
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0ME*Trade
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab
C45AXIENT INVESTMENT ADVISORS LLC
CRD 336722
AL$454.0M13Pershing
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity
C44BONAVENTURE CAPITAL, LLC
CRD 120780
AL$493.8M2Charles Schwab
C44GENEROUSWEALTH, LLC
CRD 308263
SC$110.4M2
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9MFidelity
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity
C43COASTAL WEALTH ADVISORS, LLC
CRD 174574
SC$106.6M2
C43OAKWORTH ASSET MANAGEMENT, LLC
CRD 335388
AL$846.3M21E*Trade
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab
C42ABACUS INVESTMENTS LLC
CRD 327805
AL$105.9ME*Trade
C42OAK ADVISORS, LLC
CRD 137192
SC$284.7M6Charles Schwab
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade
C41WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD 162222
AL$257.5M2Charles Schwab
C41STEADMONT ADVISORS, LLC
CRD 328882
AL$430.7M4Fidelity
C41ARAGON FAMILY OFFICE LLC
CRD 337597
AL$112.0M2Charles Schwab
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street
C41KEEN CAPITAL, LTD
CRD 145023
SC$179.7M4Charles Schwab
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade
C41BREACH INLET CAPITAL MANAGEMENT, LLC
CRD 282056
SC$227.7M1Goldman Sachs
C41CAPASSO PLANNING PARTNERS LLC
CRD 294673
SC$274.2M2Charles Schwab
C41WFG CAPITAL ADVISORS, LLC
CRD 310008
AL$354.8M2Charles Schwab
C40COOK & BYNUM CAPITAL MANAGEMENT, LLC
CRD 149454
AL$359.8MPershing
C40E & R WEALTH MANAGEMENT, LLC
CRD 171271
SC$104.8M2
C40JACKSON FINANCIAL SERVICES, LLC
CRD 132252
SC$498.1M2Charles Schwab
C40MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
AL$443.5M8LPL Financial
C40RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031
SC$281.0M4Fidelity
C39LONGVIEW FINANCIAL ADVISORS, INC.
CRD 122451
AL$208.2M3Fidelity
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade
C39FUSION CAPITAL, LLC
CRD 154726
SC$492.3M4Charles Schwab
C39HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496
SC$266.2M3Raymond James
C38FEATHERINGILL CAPITAL, LLC
CRD 299523
AL$142.9ME*Trade