ScoreFirmStateAUMAdvisorsCustodian
C50FINANCIAL DIRECTIONS LLC
CRD 108475
AZ$737.8M3Fidelity
C49SLT HOLDINGS LLC
CRD 328450
AZ$230.3M4Charles Schwab
C49THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
CRD 165183
AZ$309.3M2LPL Financial
C49ALPHA FIDUCIARY, INC.
CRD 144720
AZ$114.0M2Equity Trust
C49TOTAL INVESTMENT MANAGEMENT, INC.
CRD 108818
AZ$1.35B10Charles Schwab
C49XCELLERANT VENTURES, LLC
CRD 319671
AZ$26.0ME*Trade
C47TRIBECA FINANCIAL, LLC
CRD 113245
AZ$248.3M6Charles Schwab
C47FORTRESS FINANCIAL SOLUTIONS, LLC
CRD 143969
AZ$142.0M7Charles Schwab
C47VIGILARE WEALTH MANAGEMENT LLC
CRD 157663
AZ$330.9M4Charles Schwab
C47ACCORDANT INVESTMENTS LLC
CRD 325678
AZ$186.4M3E*Trade
C47SCOTTSDALE WEALTH PLANNING, INC.
CRD 169248
AZ$171.5M2Charles Schwab
C46CLAREMONT CAPITAL MANAGEMENT, LLC
CRD 155189
AZ$843.9M2Charles Schwab
C46ARBOR WEALTH MANAGEMENT, LLC
CRD 168774
AZ$138.1M2Charles Schwab
C46DEGREEN PRIVATE WEALTH, LLC
CRD 332192
AZ$132.8M1Charles Schwab
C45ACRYLIC FINANCIAL, INC.
CRD 288263
AZ$73.5M21Charles Schwab
C45KEY GROUP MANAGEMENT, INC.
CRD 146054
AZ$303.8M8Charles Schwab
C45STONECREST WEALTH MANAGEMENT, INC
CRD 311404
AZ$375.8M3Raymond James
C45BRADLEY WEALTH LLC
CRD 131808
AZ$196.7M3Pershing
C45PRESTON ADVISORY SERVICES LLC
CRD 289926
AZ$197.7M4Charles Schwab
C45FARNAM FINANCIAL, LLC
CRD 306180
AZ$161.4M3Charles Schwab
C45WLTH CAPITAL MANAGEMENT, LLC
CRD 335594
AZ$229.8M2Charles Schwab
C44TAYLOR FRIGON CAPITAL MANAGEMENT LLC
CRD 142617
AZ$232.6M6Charles Schwab
C44VB&T WEALTH MANAGEMENT LLC
CRD 318330
AZ$328.3M4Charles Schwab
C44STOKER OSTLER WEALTH ADVISORS, INC.
CRD 111320
AZ$3.67B14Charles Schwab
C44FORM PROSPERITY WEALTH ADVISORS, LLC
CRD 307792
AZ$112.9M1
C44HERITAGE FAMILY OFFICES, LLP
CRD 323930
AZ$423.3M4Charles Schwab
C44CSP FINANCIAL GROUP LLC
CRD 310819
AZ$119.2M21Charles Schwab
C44AIO FINANCIAL, LLC
CRD 114030
AZ$199.2M2Charles Schwab
C44VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591
AZ$165.8M2Fidelity
C44CLARITY WEALTH MANAGEMENT, L.L.C.
CRD 284874
AZ$236.8M4LPL Financial
C44SHARPEPOINT, LLC
CRD 290719
AZ$222.8M3Charles Schwab
C43ALAMOS CAPITAL, LLC
CRD 332985
AZ$1.0M2Charles Schwab
C43STRATEGIC INCOME GROUP LLC
CRD 165839
AZ$362.4M5Charles Schwab
C43SAGE FINANCIAL ADVISORS INC.
CRD 116933
AZ$270.3M5Charles Schwab
C43CAPITAL WEST PARTNERS, LLC
CRD 130762
AZ$300.0M2E*Trade
C43LGM CAPITAL MANAGEMENT LLC
CRD 283872
AZ$14.9ME*Trade
C42TREIBERG WEALTH MANAGEMENT, INC.
CRD 284140
AZ$325.1M3LPL Financial
C42VOYA INVESTMENTS, LLC
CRD 111091
AZ$59.48BBNY Mellon
C42STRATEGIC EQUITY MANAGEMENT, INC.
CRD 112142
AZ$933.5M9E*Trade
C42NORTHRIM ADVISER, LLC
CRD 306796
AZ$556.0MWells Fargo
C42DYNAMIC ADVISOR SOLUTIONS LLC
CRD 151367
AZ$5.64B50Charles Schwab
C41WESTMARK WEALTH MANAGEMENT, LLC
CRD 334109
AZ$195.4M4Charles Schwab
C41ATTESSA CAPITAL LLC
CRD 306827
AZ$343.5M8Charles Schwab
C41OPTIMA CAPITAL MANAGEMENT LLC
CRD 306036
AZ$150.3M4Charles Schwab
C41CLARUS WEALTH ADVISORS, LLC
CRD 281160
AZ$305.2M12E*Trade
C41WT WEALTH MANAGEMENT, LLC
CRD 169566
AZ$419.1M12Charles Schwab
C41CAPITAL WEALTH ALLIANCE, LLC
CRD 298257
AZ$300.3M3Raymond James
C41TREASURE INVESTMENT MANAGEMENT, LLC
CRD 309258
AZ$252.7ME*Trade
C40TEMPLETON FINANCIAL SERVICES INC.
CRD 128240
AZ$441.8M3E*Trade
C40INDIGO PARTNERS LLC
CRD 163648
AZ$1.66BJPMorgan