ScoreFirmStateAUMAdvisorsCustodian
C47SUN FINANCIAL, INC.
CRD 333404
UT$217.5M3Charles Schwab
C47PERIOPE, LC
CRD 144256
UT$177.2M3E*Trade
C47DIAMOND WEALTH MANAGEMENT, LLC
CRD 288603
UT$212.0M6Charles Schwab
C47PLAN2THRIVE FINANCIAL, LLC
CRD 317005
IA$147.5M3E*Trade
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo
C45JACOBS EQUITY
CRD 147725
UT$133.2M3Charles Schwab
C45MIDWESTERN FINANCIAL, LLC
CRD 270022
IA$172.8M3Charles Schwab
C44ABG CONSULTANTS, LLC
CRD 131129
UT$697.4M4Charles Schwab
C44BANNER CAPITAL MANAGEMENT, LLC
CRD 326949
UT$527.2ME*Trade
C44WASATCH INVESTMENT FUND MANAGER, LLC
CRD 325037
UT$254.6ME*Trade
C44VERITAS WEALTH MANAGEMENT, LLC
CRD 160600
UT$135.8M1
C44OLYMPUS PEAKS FINANCIAL, LLC
CRD 283040
UT$141.4M1
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88BWells Fargo
C44BURRUS FINANCIAL SERVICES, INC.
CRD 141435
UT$240.7M2E*Trade
C44PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
UT$58.2M5Charles Schwab
C44PRESTIGE WEALTHWIDE, LLC
CRD 321789
UT$198.5M2Charles Schwab
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo
C43ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096
UT$630.5M4Charles Schwab
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity
C42THE HEATON HOPPES GROUP, LLC
CRD 115511
IA$172.5M3Charles Schwab
C42LIVET WEALTH, LLC
CRD 337826
UT$322.2M3Charles Schwab
C42MED VENTURE MANAGEMENT, LLC
CRD 335443
UT$495.2ME*Trade
C42VALIANT WEALTH, LLC
CRD 146911
IA$423.1M3Equity Trust
C42ALPHA WEALTH FUNDS, LLC
CRD 150231
UT$214.1M10Interactive Brokers
C42BALLAST CAPITAL ADVISORS LLC
CRD 282369
IA$328.7M3E*Trade
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C42THE NORDEN GROUP LLC
CRD 323988
UT$1.97B22Charles Schwab
C41LEFAVI WEALTH MANAGEMENT, INC.
CRD 104961
UT$445.0M3Charles Schwab
C41ASHWORTH WEALTH, LLC
CRD 116950
UT$377.8M5Charles Schwab
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7MWells Fargo
C41ASILIA CREDIT INVESTMENTS, LLC
CRD 334981
UT$365.9ME*Trade
C41CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747
UT$5.8M6Charles Schwab
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity
C41SG TRADING SOLUTIONS, LLC
CRD 322928
UT$911.7ME*Trade
C41RDA FINANCIAL NETWORK, INC.
CRD 147309
IA$675.2M17Charles Schwab
C41PALADIN ADVISORY GROUP, LLC
CRD 285303
IA$279.8M3Charles Schwab
C40LARSON WILLIAMS WEALTH ADVISORS, LLC
CRD 311414
UT$140.0M2
C40PETERSON WEALTH ADVISORS, LLC
CRD 146349
UT$829.7M13Charles Schwab
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James
C39ZIONS CAPITAL ADVISORS, INC.
CRD 131308
UT$830.8M15E*Trade
C39COLAB CAPITAL, LLC
CRD 338182
UT$1.4M1Charles Schwab
C39MEDICUS WEALTH PLANNING, INC.
CRD 282904
UT$160.8M4Fidelity
C39AEGON USA REALTY ADVISORS, LLC
CRD 286438
IA$394.5ME*Trade
C39TENCAP WEALTH COACHING, LLC
CRD 166130
UT$285.0M8Altruist
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity
C39THE PROFESSIONAL FINANCIAL COMPANY LLC
CRD 286419
UT$246.1M4Charles Schwab
C38DMKC ADVISORY SERVICES, LLC
CRD 145112
IA$902.5M11E*Trade
C38HAYNIE WEALTH MANAGEMENT LLC
CRD 305852
UT$106.6M3
C38SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580
UT$94.7M9