ScoreFirmStateAUMAdvisorsCustodian
B57KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
CT$215.5M1Charles Schwab
B57SEARLE & CO.
CRD 13035
CT$629.9M13Pershing
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B55ENGLE CAPITAL MANAGEMENT, L.P.
CRD 178525
CT$492.4MGoldman Sachs
B54KATE CAPITAL LLC
CRD 329897
CT$206.8ME*Trade
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3MCharles Schwab
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab
B54DRAKE CAPITAL ADVISORS LLC
CRD 136716
CT$713.4MInteractive Brokers
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
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles 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
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab
B52TRIVENI CAPITAL INVESTMENTS LP
CRD 325802
CT$300.9MGoldman Sachs
B52SAYBROOK WEALTH GROUP, INC.
CRD 317867
CT$292.1M1E*Trade
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
B51RISKBRIDGE ADVISORS, LLC
CRD 310396
CT$898.3M10Charles Schwab
B51TENGRAM CAPITAL PARTNERS L.P.
CRD 166930
CT$110.7MJPMorgan
B51MONTE FINANCIAL GROUP, LLC
CRD 150119
CT$482.4M6Fidelity
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
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3ME*Trade
B50SR ALTERNATIVE CREDIT, LLC
CRD 319478
CT$247.4ME*Trade
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
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab
C49SULLIVAN FINANCIAL, LLC
CRD 121371
CT$119.1M2Charles Schwab
C49BRIDGELIGHT FINANCIAL ADVISORS, INC
CRD 139518
CT$150.8M3Charles Schwab
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab