ScoreFirmStateAUMAdvisorsCustodian
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab
B58PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
CRD 166853
MI$118.1M4Charles Schwab
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade
B57GPM GROWTH INVESTORS, INC.
CRD 107645
MI$281.3M6Charles Schwab
B57ALLEN FINANCIAL MANAGEMENT, LLC
CRD 153511
MI$121.2M1E*Trade
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab
B56BERINGEA, LLC
CRD 161803
MI$269.9MWells Fargo
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55SUMMIT FINANCIAL CONSULTING LLC
CRD 126570
MI$184.7M6Charles Schwab
B55BEMANAGED FINANCIAL SERVICES, INC.
CRD 140099
MI$410.0MFidelity
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B54INDEPENDENT WEALTH MANAGEMENT, LLC
CRD 124242
MI$203.0M3E*Trade
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing
B54BLUE WATER ASSET MANAGEMENT, LLC
CRD 175362
MI$428.5M7Charles Schwab
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab
B54ARBORFI ADVISORS, LLC
CRD 305009
MI$148.4M2Charles Schwab
B54ARMADA ETF ADVISORS LLC
CRD 317979
MI$10.2ME*Trade
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3MCharles Schwab
B53ASPEN INVESTMENT MANAGEMENT INC.
CRD 112081
MI$452.5M5Charles Schwab
B53WOLVERINE WEALTH ADVISORY SERVICES INC.
CRD 146564
MI$140.9M1Charles Schwab
B53UP NORTH FINANCIAL, LLC
CRD 150996
MI$203.8M2Fidelity
B53OCTO CAPITAL, LLC
CRD 174351
MI$165.0M1Charles Schwab
B52FAI ADVISORS, INC.
CRD 122132
MI$302.0M5E*Trade
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab
B52TRM ADVISORS LP
CRD 321278
MI$159.8ME*Trade
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab
B52BURNHAM & COMPANY LLC
CRD 319339
MI$129.5M2Charles Schwab
B52LONG ROAD INVESTMENT COUNSEL, LLC
CRD 171343
MI$346.4M2E*Trade
B52CYGNET FINANCIAL PLANNING INC.
CRD 123430
MI$212.9M6Charles Schwab
B52GASAWAY INVESTMENT ADVISORS, INC.
CRD 123807
MI$173.1M4Raymond James
B52ELE ADVISORY SERVICES, INC
CRD 148228
MI$136.5M15Charles Schwab
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab
B52MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
CRD 284251
MI$162.7M6LPL Financial
B51UNION HERITAGE CAPITAL
CRD 309768
MI$295.2ME*Trade
B51RBS WEALTH MANAGEMENT, LLC
CRD 336536
MI$322.3M2Charles Schwab
B51THE ENTERPRISE INVESTMENT COMPANY
CRD 116889
MI$607.1M2Charles Schwab
B51CIG ASSET MANAGEMENT, INC.
CRD 123609
MI$192.5M3Charles Schwab
B51HARBORFRONT FINANCIAL LLC
CRD 331763
MI$149.0M4LPL Financial
B51FINANCIAL ADVISORY CORPORATION
CRD 105472
MI$1.10B9Charles Schwab
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing
B51PATHWORKS FINANCIAL, INC.
CRD 138393
MI$279.3M5Charles Schwab