ScoreFirmStateAUMAdvisorsCustodian
C46BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229
KS$128.5M2Charles Schwab
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade
C45MIDWESTERN FINANCIAL, LLC
CRD 270022
IA$172.8M3Charles Schwab
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2MU.S. Bank
C44CENTRALIS CAPITAL LLC
CRD 305897
KS$60.3ME*Trade
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity
C43KORNITZER CAPITAL MANAGEMENT, INC.
CRD 111087
KS$6.75B10E*Trade
C43LEGACY INVESTMENT PARTNERS, LLC
CRD 133014
KS$403.1M6E*Trade
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo
C43THE ETF STORE, INC.
CRD 148229
KS$168.2M6Charles Schwab
C42THE HEATON HOPPES GROUP, LLC
CRD 115511
IA$172.5M3Charles Schwab
C42VALIANT WEALTH, LLC
CRD 146911
IA$423.1M3Equity Trust
C42BALLAST CAPITAL ADVISORS LLC
CRD 282369
IA$328.7M3E*Trade
C41QUANTUM FINANCIAL PARTNERS LLC
CRD 138112
KS$148.6M7
C41RSG INVESTMENTS LLC
CRD 323527
KS$140.5M6Charles Schwab
C41RDA FINANCIAL NETWORK, INC.
CRD 147309
IA$675.2M17Charles Schwab
C41503 CAPITAL PARTNERS, LLC
CRD 327580
KS$636.4MU.S. Bank
C41PALADIN ADVISORY GROUP, LLC
CRD 285303
IA$279.8M3Charles Schwab
C40PATHWAY FINANCIAL SOLUTIONS, INC.
CRD 340594
KS$06E*Trade
C40ONE ADVISORY PARTNERS, LLC
CRD 161614
KS$369.5M7Charles Schwab
C40TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711
KS$8.93B11U.S. Bank
C40KOESTEN HIRSCHMANN & CRABTREE, INC.
CRD 107212
KS$668.3M8Charles Schwab
C40RETIREWISE TAX AND WEALTH ADVISORS, INC.
CRD 284394
KS$242.8M7Charles Schwab
C40CORNERSTONE SECURITIES LLC
CRD 140379
KS$210.0M10Charles Schwab
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James
C40GENTRY PRIVATE WEALTH, LLC
CRD 323208
KS$307.7M4Charles Schwab
C39FINANCIAL COUNSELORS INC
CRD 106398
KS$1.47B8E*Trade
C39TWO WEST CAPITAL ADVISORS LLC
CRD 154543
KS$3.89B16Charles Schwab
C39AEGON USA REALTY ADVISORS, LLC
CRD 286438
IA$394.5ME*Trade
C39S&A FINANCIAL SERVICES, INC.
CRD 110471
KS$392.3M5Charles Schwab
C38DOGWOOD WEALTH MANAGEMENT, LLC
CRD 317580
KS$257.2M4E*Trade
C38DMKC ADVISORY SERVICES, LLC
CRD 145112
IA$902.5M11E*Trade
C38BCWM, LLC.
CRD 144748
KS$665.2M7Charles Schwab
C38PETERSON FINANCIAL GROUP, INC.
CRD 169519
IA$299.2M3Fidelity
C38MCD-KISSNER GP, LLC
CRD 336165
KS$1.02BE*Trade
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial
C38ACCEL WEALTH MANAGEMENT LLC
CRD 286201
IA$1.15B10Charles Schwab
C37WHETSTONE CAPITAL ADVISORS, LLC
CRD 155414
KS$415.1M2Morgan Stanley
C37ONEDIGITAL ASSET MANAGEMENT, LLC
CRD 320608
KS$762KCharles Schwab
C37MITCHELL CAPITAL MANAGEMENT CO
CRD 106338
KS$847.3M6Charles Schwab
C37PRINCIPAL GLOBAL INVESTORS, LLC
CRD 109002
IA$427.71B50State Street
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial
C36FINANCIAL PARTNERS GROUP, INC.
CRD 288644
KS$1.15B9Fidelity
C36VAN DIEST CAPITAL, LLC
CRD 334743
IA$144.1M7
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade
C35CORNERSTONE ADVISORS, LLC
CRD 114510
KS$265.1M4Charles Schwab
C35CLARITY ASSET MANAGEMENT, INC.
CRD 115699
IA$257.4M4Fidelity
C35KEATING FINANCIAL ADVISORY SERVICES, INC.
CRD 142772
KS$1.45B29Raymond James