ScoreFirmStateAUMAdvisorsCustodian
B59PERRYRIDGE CAPITAL LP
CRD 331781
CT$226.6MMorgan Stanley
B59TRUE NORTH MANAGEMENT GROUP, LLC
CRD 161042
CT$492.5ME*Trade
B59AIS CAPITAL MANAGEMENT L.P.
CRD 107971
CT$358.3M48E*Trade
B59STERLING INVESTMENT ADVISORS,LLC
CRD 117287
MO$229.3M3E*Trade
B59SREP CAPITAL MANAGEMENT, LLC
CRD 296281
CT$157.9MJPMorgan
B59CONWAY FINANCIAL GROUP, LLC
CRD 117608
MO$177.7M2Charles Schwab
B59CLARITY FINANCIAL PLANNERS, LLC
CRD 277114
MO$132.5M1Charles Schwab
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade
B58JAT CAPITAL MANAGEMENT LP
CRD 311599
CT$228.5ME*Trade
B58TRINITY WEALTH ADVISORS, L.L.C.
CRD 109452
MO$281.5M4Charles Schwab
B58WILKERSON ADVISORY GROUP LLC
CRD 334668
MO$326.9M4Charles Schwab
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab
B58RISLEY CAPITAL MANAGEMENT LLC
CRD 157271
MO$163.4M1Charles Schwab
B58THE WORLEY BANKS GROUP, LLC
CRD 306890
MO$184.3M2Charles Schwab
B58FLYOVER CAPITAL PARTNERS, LLC
CRD 173709
MO$147.6MCharles Schwab
B57ALTUS CAPITAL PARTNERS, INC.
CRD 159529
CT$169.3ME*Trade
B57MONETARY MANAGEMENT GROUP INC
CRD 110284
MO$492.3M5E*Trade
B57COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
CT$128.9M2Charles Schwab
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
B56BUILD ASSET MANAGEMENT, LLC
CRD 298354
MO$64.6M3Charles Schwab
B56ORION INVESTMENT CO
CRD 110867
MO$443.5M4E*Trade
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B56CLAYTON FINANCIAL GROUP, LLC
CRD 226729
MO$793.8M3Charles Schwab
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1
B55SARVER VROOMAN WEALTH ADVISORS LLC
CRD 332699
MO$452.2M4E*Trade
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
B55FORTIFY WEALTH, INC.
CRD 297433
MO$115.0M3Charles Schwab
B55TRUMAN WEALTH ADVISORS LLC
CRD 334752
MO$106.0M3Charles Schwab
B54MID-AMERICAN WEALTH ADVISORY GROUP INC.
CRD 301621
MO$335.6M6Charles Schwab
B54WILSQUARE CAPITAL LLC
CRD 296504
MO$171.2ME*Trade
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
B54DUNCKER, STREETT & CO., LLC
CRD 110828
MO$707.3M2Charles Schwab
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
B54RLB FINANCIAL LLC
CRD 151778
MO$173.6M3Charles 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
B53R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
CRD 131804
MO$415.9M6E*Trade
B53THE YANKER GROUP, INC.
CRD 281364
MO$296.4M5LPL Financial
B53GRANITE GROUP ADVISORS, LLC
CRD 127357
CT$829.6M2E*Trade