ScoreFirmStateAUMAdvisorsCustodian
B58KUNATH KARREN RINNE & ATKIN LLC
CRD 104531
WA$373.0M3E*Trade
B58WHITE & COMPANY FINANCIAL PLANNING, INC.
CRD 115326
WA$149.8M4Charles Schwab
B58STAPP WEALTH MANAGEMENT, PLLC
CRD 116553
WA$145.1M3Charles Schwab
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab
B58INTEGRITY WEALTH MANAGEMENT, INC.
CRD 150103
WA$163.2M2Charles Schwab
B57SIMCOE CAPITAL, LLC
CRD 121505
WA$109.4M3E*Trade
B57P3 ASSET MANAGEMENT, LLC
CRD 327327
WA$40.3ME*Trade
B57ALTUS CAPITAL PARTNERS, INC.
CRD 159529
CT$169.3ME*Trade
B57COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
CT$128.9M2Charles Schwab
B57FULCRUM WEALTH ADVISORS, LLC
CRD 169277
WA$208.0M3Charles Schwab
B57KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
CT$215.5M1Charles Schwab
B57SEARLE & CO.
CRD 13035
CT$629.9M13Pershing
B56WEINAND FINANCIAL, INC.
CRD 328590
WA$610.4M1Charles Schwab
B56S. R. SCHILL & ASSOCIATES, INC.
CRD 105864
WA$143.1M3Charles Schwab
B56SMART PORTFOLIOS, LLC
CRD 131342
WA$210.3M4Charles Schwab
B56COLUMBIA RIVER ADVISORS, LLC
CRD 154571
WA$191.1M4Charles Schwab
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade
B55NORTHWEST WEALTH ADVISORS, LLC
CRD 327641
WA$304.5M6LPL Financial
B55MOUNTAIN PACIFIC ADVISORS, LLC
CRD 151666
WA$484.3ME*Trade
B55ENGLE CAPITAL MANAGEMENT, L.P.
CRD 178525
CT$492.4MGoldman Sachs
B54ARCHON CAPITAL MANAGEMENT LLC
CRD 130499
WA$214.6M3Fidelity
B54SAPPHIRE STAR CAPITAL LLC
CRD 226665
WA$142.2M1Charles Schwab
B54KATE CAPITAL LLC
CRD 329897
CT$206.8ME*Trade
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
B54SEATTLE WEALTH MANAGEMENT LLC
CRD 285877
WA$131.3M2Charles Schwab
B54MOULTON WEALTH MANAGEMENT, INC
CRD 304598
WA$159.7M3Charles Schwab
B54AVANTIA INVESTMENT SERVICES, LLC
CRD 307869
WA$119.1M3Charles Schwab
B54GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
CRD 318092
WA$117.1M2Charles Schwab
B54DRAKE CAPITAL ADVISORS LLC
CRD 136716
CT$713.4MInteractive Brokers
B53SARISSA CAPITAL MANAGEMENT LP
CRD 167244
CT$298.3MMorgan Stanley
B53HFG ADVISORS, INC.
CRD 316446
WA$113.4M5Charles Schwab
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab
B53JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
CRD 116667
WA$137.3M10Charles Schwab
B53GRANITE GROUP ADVISORS, LLC
CRD 127357
CT$829.6M2E*Trade
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab
B53BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD 160581
WA$142.9M1Charles Schwab
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab
B53DLK INVESTMENT ADVISORS, LLC
CRD 328897
WA$140.7M2Charles Schwab
B53917 ADVISORY SERVICES LLC
CRD 331476
WA$167.5M3LPL Financial
B53FREMEN CAPITAL MANAGEMENT LP
CRD 334502
CT$157.3MGoldman Sachs
B53SUNRISE FINANCIAL SERVICES LLC
CRD 325955
WA$151.2M3E*Trade
B52OXFORD GATE MANAGEMENT, LLC
CRD 297061
CT$90.9MU.S. Bank
B52BIRINYI ASSOCIATES, INC.
CRD 107169
CT$471.7ME*Trade
B52INVESTORS PORTFOLIO SERVICES LLC
CRD 117299
WA$238.8M3Charles Schwab
B52TRIVENI CAPITAL INVESTMENTS LP
CRD 325802
CT$300.9MGoldman Sachs
B52MONSON WEALTH MANAGEMENT, INC.
CRD 169857
WA$149.5M1E*Trade
B52SAYBROOK WEALTH GROUP, INC.
CRD 317867
CT$292.1M1E*Trade
B52LANSDOWNE WEALTH MANAGEMENT, LLC
CRD 155422
CT$227.7M7Fidelity