ScoreFirmStateAUMAdvisorsCustodian
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial
B51LECONTE WEALTH MANAGEMENT, LLC
CRD 168539
TN$346.8M7Charles Schwab
B50FORREST FINANCIAL SERVICES L.L.C.
CRD 117546
IA$154.0M2Charles Schwab
B50MISSION VALUE PARTNERS, LLC
CRD 153704
TN$303.2MState Street
C50STRATEGIC ADVISORY SERVICES, LLC
CRD 287984
TN$201.2M8LPL Financial
C50LEGACY WEALTH MANAGEMENT INC
CRD 108619
TN$2.66B16Charles Schwab
C49GUNCHEON FINANCIAL LLC
CRD 277091
IA$146.2M5Charles Schwab
C49EN ENTERPRISES, LLC
CRD 337964
IA$142.7M1Charles Schwab
C49HMS CAPITAL MANAGEMENT, LLC
CRD 149764
TN$281.9M6Charles Schwab
C49B. RILEY WEALTH PRIVATE SHARES, LLC
CRD 315851
TN$47.6M3E*Trade
C48WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936
IA$157.2M3Charles Schwab
C48FRAZEE INVESTMENT CONSULTING, INC.
CRD 123662
TN$195.5M5Charles Schwab
C48BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD 132416
IA$342.0M4Charles Schwab
C48PHAROS CAPITAL GROUP, LLC
CRD 158849
TN$629.6MFidelity
C48JASON W. QUALLS
CRD 159192
TN$112.5M1
C48ANCHOR HEALTH CAPITAL, LLC
CRD 309949
TN$166.0MFidelity
C48WEAVER C. BARKSDALE & ASSOCIATES, INC.
CRD 105098
TN$3.44B9E*Trade
C47TRUEHAVEN CAPITAL, LLC
CRD 332005
TN$62.3M2Charles Schwab
C47PLAN2THRIVE FINANCIAL, LLC
CRD 317005
IA$147.5M3E*Trade
C47CHICKASAW CAPITAL MANAGEMENT, LLC
CRD 127398
TN$2.55B14U.S. Bank
C47CALDWELL ADVISORS, LLC
CRD 144408
TN$351.4M6LPL Financial
C46MARTIN & COMPANY, INC
CRD 108718
TN$1.65B6E*Trade
C461819 PARTNERS, LLC
CRD 326601
TN$207.1M1E*Trade
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade
C46THOROUGHBRED FINANCIAL SERVICES, LLC
CRD 47893
TN$4.04B44E*Trade
C45EUDAIMONIA ASSET MANAGEMENT, LLC
CRD 299379
TN$246.9M1E*Trade
C45SHAYNE & JACOBS, LLC
CRD 109423
TN$429.5M2Charles Schwab
C45TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
CRD 113586
TN$277.3M1Charles Schwab
C45TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD 149101
TN$314.2MFidelity
C45MIDWESTERN FINANCIAL, LLC
CRD 270022
IA$172.8M3Charles Schwab
C45DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD 286575
TN$144.9M3Raymond James
C44MCBREARTY CAPITAL MANAGEMENT INC
CRD 108972
TN$279.7M2Charles Schwab
C44EFINANCIAL ALLIANCE, LLC
CRD 161352
TN$291.9M4Charles Schwab
C44TIGEROAK MANAGEMENT, LLC
CRD 330640
TN$481.2M6E*Trade
C44BELLWETHER INVESTMENT GROUP, LLC
CRD 148114
TN$155.1M6Raymond James
C44J. MARK NICKELL & CO.
CRD 111635
TN$146.4M3Charles Schwab
C44DELTA ASSET MANAGEMENT, LLC
CRD 113688
TN$1.53B6Charles Schwab
C43IRONHORSE CAPITAL LLC
CRD 148572
TN$120.5M2E*Trade
C43MOON CAPITAL MANAGEMENT LLC
CRD 107612
TN$395.2MCharles Schwab
C43CRAVENS & COMPANY ADVISORS, LLC
CRD 130071
TN$311.1M3Charles Schwab
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo
C43ROAN CAPITAL PARTNERS, LLC
CRD 293119
TN$152.0M4
C43FIELDER CAPITAL GROUP LLC
CRD 156737
TN$1.21B8Charles Schwab
C43MARSH WEALTH MANAGEMENT, LLC
CRD 282111
TN$182.3M3Charles Schwab
C43MALT PARTNERS MANAGEMENT LLC
CRD 337855
TN$36.3ME*Trade
C43GREENSVIEW WEALTH MANAGEMENT LLC
CRD 297321
TN$121.1ME*Trade
C42THE HEATON HOPPES GROUP, LLC
CRD 115511
IA$172.5M3Charles Schwab
C42EVERGREEN ADVISORS, LLC
CRD 149861
TN$522.8M2Charles Schwab
C42VISIONARY HORIZONS, LLC
CRD 150483
TN$396.7M15Charles Schwab
C42SENTRY, LLC
CRD 150593
TN$2.33B3Charles Schwab