ScoreFirmStateAUMAdvisorsCustodian
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade
B55DOUGLASS INVESTMENT GROUP LLC
CRD 331223
KS$173.6M2E*Trade
B55ENGLE CAPITAL MANAGEMENT, L.P.
CRD 178525
CT$492.4MGoldman Sachs
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab
B54KATE CAPITAL LLC
CRD 329897
CT$206.8ME*Trade
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3MCharles Schwab
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab
B54DRAKE CAPITAL ADVISORS LLC
CRD 136716
CT$713.4MInteractive Brokers
B54DISCRETIONARY MANAGEMENT SERVICES, LLC
CRD 145851
KS$228.4M9E*Trade
B53SARISSA CAPITAL MANAGEMENT LP
CRD 167244
CT$298.3MMorgan Stanley
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab
B53GRANITE GROUP ADVISORS, LLC
CRD 127357
CT$829.6M2E*Trade
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab
B53IOWA WEALTH MANAGEMENT, LLC
CRD 286435
IA$123.9M2Charles Schwab
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab
B53FREMEN CAPITAL MANAGEMENT LP
CRD 334502
CT$157.3MGoldman Sachs
B52OXFORD GATE MANAGEMENT, LLC
CRD 297061
CT$90.9MU.S. Bank
B52BIRINYI ASSOCIATES, INC.
CRD 107169
CT$471.7ME*Trade
B52WEALTH ADVISORS GROUP, LLC
CRD 291648
IA$278.5M2Charles Schwab
B52TRIVENI CAPITAL INVESTMENTS LP
CRD 325802
CT$300.9MGoldman Sachs
B52SAYBROOK WEALTH GROUP, INC.
CRD 317867
CT$292.1M1E*Trade
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab
B52LANSDOWNE WEALTH MANAGEMENT, LLC
CRD 155422
CT$227.7M7Fidelity
B51YAKIRA CAPITAL MANAGEMENT, INC.
CRD 159398
CT$411.6ME*Trade
B51SAVOIR FAIRE CAPITAL MANAGEMENT, LP
CRD 306994
CT$389.5ME*Trade
B51PEMBERWICK INVESTMENT ADVISORS, LLC
CRD 149639
CT$173.7ME*Trade
B51BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD 13609
IA$906.4M50E*Trade
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab
B51RISKBRIDGE ADVISORS, LLC
CRD 310396
CT$898.3M10Charles Schwab
B51TENGRAM CAPITAL PARTNERS L.P.
CRD 166930
CT$110.7MJPMorgan
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial
B51MONTE FINANCIAL GROUP, LLC
CRD 150119
CT$482.4M6Fidelity
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity
B51TYR CAPITAL ADVISORS, LLC
CRD 326208
KS$244.1ME*Trade
B50MATSON FINANCIAL ADVISORS, INC.
CRD 122480
CT$518.9M3Pershing
B50J.H. WHITNEY CAPITAL PARTNERS, LLC
CRD 160547
CT$859.3ME*Trade
B50CFO CAPITAL MANAGEMENT, LLC
CRD 110950
CT$243.9MCharles Schwab
B50LUCERNE CAPITAL MANAGEMENT, LP
CRD 111288
CT$364.6MGoldman Sachs
B50FORREST FINANCIAL SERVICES L.L.C.
CRD 117546
IA$154.0M2Charles Schwab
B50SR ALTERNATIVE CREDIT, LLC
CRD 319478
CT$247.4ME*Trade
C50RADEMACHER FINANCIAL, INC.
CRD 114067
KS$234.3M6Raymond James
C50ENDEAVOUR CAPITAL ADVISORS INC.
CRD 137689
CT$602.7MMorgan Stanley
C50PRIVATE CAPITAL ASSET MANAGEMENT LLC
CRD 317930
CT$13.0MPershing
C50BRX GLOBAL LP
CRD 284664
CT$231.4ME*Trade
C50KOMPASS KAPITAL ADVISORS, LLC
CRD 335041
KS$116.6M1E*Trade
C509 STREAM CAPITAL PARTNERS LLC
CRD 340394
KS$73.9MGoldman Sachs