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1,321 firms
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ScoreFirmStateAUMAdvisorsCustodian
B64LIONSBRIDGE WEALTH MANAGEMENT LLC
CRD 149019
FL$122.4M3Charles Schwab→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64SKY ALPHA ASSET ADVISORS LLC
CRD 295839
FL$216.0M2Charles Schwab→
B64GREAT NORTHERN ASSET MANAGEMENT, INC.
CRD 166788
FL$73.1M1E*Trade→
B64STONEX INTERNATIONAL ADVISORS INC
CRD 153799
FL$106.7M14E*Trade→
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing→
B64WIN ADVISORS, INC
CRD 300351
FL$266.8M4Pershing→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B63SEMINOLE ADVISORY SERVICES, LLC
CRD 148975
FL$242.5M—E*Trade→
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9M—E*Trade→
B63GIP INVESTMENT ADVISER LLC
CRD 300541
FL$198.0M—E*Trade→
B63BANYAN GLOBAL INVESTMENT ADVISORS, LLC
CRD 283264
FL$162.1M2Charles Schwab→
B63PLANNING SOLUTIONS INTERNATIONAL LLC
CRD 300043
FL$108.8M1Altruist→
B63FELLOWSHIP INVESTMENT ADVISORS, LLC
CRD 154103
FL$175.9M3Charles Schwab→
B63WEALTHTRUST ASSET MANAGEMENT, LLC
CRD 174901
FL$217.4M5Charles Schwab→
B62GALLATIN & COMPANY, LLC
CRD 111984
FL$98.1M1Charles Schwab→
B62MUTUAL TRUST ADVISORY GROUP, INC.
CRD 277060
FL$165.8M2Raymond James→
B62RALL CAPITAL MANAGEMENT, INC.
CRD 132827
FL$122.7M2—→
B62GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
CRD 120084
FL$213.5M3Fidelity→
B62PRINCE ASSET MANAGEMENT, INC.
CRD 141567
FL$137.7M3Charles Schwab→
B62LYONS WEALTH MANAGEMENT, LLC
CRD 150581
FL$109.1M4Charles Schwab→
B621650 WEALTH MANAGEMENT, LLC
CRD 152985
FL$119.7M1Charles Schwab→
B62FORTIS PRIVATE WEALTH ADVISORS, LLC
CRD 304494
FL$124.4M1Pershing→
B62FINANCIAL PLANNING SERVICES, INC.
CRD 311146
FL$145.0M—Charles Schwab→
B61MOSELEY INVESTMENT MANAGEMENT, INC.
CRD 124152
FL$456.8M4Charles Schwab→
B61COLBERT INVESTMENT MANAGEMENT CO
CRD 108642
FL$295.8M2Fidelity→
B61TARGETED FINANCIAL SERVICES, LLC
CRD 129049
FL$353.4M4Fidelity→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B60MBF HEALTHCARE MANAGEMENT II, LLC
CRD 283576
FL$235.0M—E*Trade→
B60KAZAZIAN ASSET MANAGEMENT, LLC
CRD 328433
FL$193.3M—E*Trade→
B60CYWP FUND LLC
CRD 337234
FL$160.8M—E*Trade→
B60PERSONAL FINANCIAL PROFILES INC
CRD 109327
FL$335.3M2Charles Schwab→
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade→
B60ARMADA ADVISORS, INC.
CRD 150416
FL$190.3M2E*Trade→
B59FUSCO FINANCIAL SERVICES INC
CRD 106841
FL$159.3M2E*Trade→
B59SPARROW WEALTH MANAGEMENT, INC.
CRD 152670
FL$135.2M1E*Trade→
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2M—E*Trade→
B59CHRONOS CAPITAL ADVISORS LLC
CRD 283639
FL$181.1M2E*Trade→
B59MUTUAL TRUST ASSET MGMT., INC.
CRD 121364
FL$58.4M5Charles Schwab→
B59WHITESTAR ADVISORS, LLC
CRD 124627
FL$454.5M—E*Trade→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59LIFEINVEST WEALTH MANAGEMENT, LTD
CRD 146966
FL$300.5M8Pershing→
B59CARDEA CAPITAL ADVISORS, LLC
CRD 307600
FL$124.2M7Charles Schwab→
B59LONG SHORT ADVISORS, LLC
CRD 153632
FL$154.2M—E*Trade→
B59MFP FINANCIAL SERVICES, LLC
CRD 331681
FL$361.0M3LPL Financial→
B59LUMA CAPITAL LLC
CRD 119576
FL$135.8M4Charles Schwab→
B59WILLIAMS WEALTH MANAGEMENT GROUP, INC.
CRD 147341
FL$161.0M1Charles Schwab→
B59MACLENDON WEALTH MANAGEMENT, LLC
CRD 157819
FL$129.6M2Charles Schwab→
B59CRAMER & RAUCHEGGER, INC.
CRD 164784
FL$151.4M3Charles Schwab→
B59CORAL WEALTH MANAGEMENT, LLC
CRD 307117
FL$114.7M1Charles Schwab→