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158 firms
ActiveState: IN×clear all
ScoreFirmStateAUMAdvisorsCustodian
C43TITAN INVESTMENT MANAGEMENT LLC
CRD 291148
IN$123.9M4—→
C43APPLE TREE ASSET MANAGEMENT, LLC
CRD 298437
IN$151.9M6Charles Schwab→
C42MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
IN$02Raymond James→
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3M—E*Trade→
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab→
C40MONARCH CAPITAL MANAGEMENT INC
CRD 106244
IN$495.7M4Pershing→
C40GALECKI FINANCIAL MANAGEMENT INC
CRD 107218
IN$929.5M6E*Trade→
C40INTREPID FINANCIAL PLANNING GROUP, LLC
CRD 112196
IN$390.4M11Charles Schwab→
C40CAPITAL CITIES, LLC
CRD 122916
IN$011E*Trade→
C40PROVIDER FINANCIAL, INC.
CRD 168964
IN$304.0M2LPL Financial→
C39AMI INVESTMENT MANAGEMENT INC
CRD 106321
IN$963.6M4Charles Schwab→
C39LAUGHLIN FINANCIAL LLC
CRD 165105
IN$200.2M2Charles Schwab→
C39GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429
IN$2.70B2E*Trade→
C39CBG & COMPANY, INC.
CRD 149225
IN$270.7M3Charles Schwab→
C39STOREN LEGACY PARTNERS, LLC
CRD 339197
IN$438.3M7Charles Schwab→
C38KOON FINANCIAL PLANNING & CONSULTING, LLC
CRD 126051
IN$146.9M2E*Trade→
C38QBOX FIDUCIARY SOLUTIONS, LLC
CRD 167622
IN$429.2M1E*Trade→
C38KIRR, MARBACH & COMPANY, LLC
CRD 104634
IN$587.7M6Charles Schwab→
C38HORIZON INVESTMENT SERVICES, LLC.
CRD 110642
IN$363.8M7LPL Financial→
C38VISTA INVESTMENT PARTNERS II, LLC
CRD 327983
IN$383.1M7Charles Schwab→
C38CFC PLANNING COMPANY, LLC
CRD 310603
IN$187.3M4Charles Schwab→
C37PROTEUS, LLC
CRD 164085
IN$259.8M3E*Trade→
C37SMI ADVISORY SERVICES, LLC
CRD 137872
IN$949.0M7Charles Schwab→
C37JCM STRATEGIC WEALTH PARTNERS LLC
CRD 315220
IN$152.4M2Charles Schwab→
C36MINDSET WEALTH MANAGEMENT, LLC
CRD 330384
IN$445.5M4Charles Schwab→
C36IMC ADVISORS, LLC
CRD 111537
IN$540.0M3Fidelity→
C36HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD 282587
IN$794.4M10Charles Schwab→
C36WEALTH ADVISORY SOLUTIONS, LLC
CRD 288903
IN$599.1M9Charles Schwab→
C36EVERNEST FINANCIAL ADVISORS
CRD 328161
IN$963.0M6Charles Schwab→
C35PROCOURSE FIDUCIARY ADVISORS, LLC
CRD 164328
IN$5.49B4Fidelity→
C35SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CRD 288623
IN$6.18B26E*Trade→
C35CXI ADVISORS, LLC
CRD 301321
IN$0—E*Trade→
C35GOELZER INVESTMENT MANAGEMENT, INC.
CRD 44402
IN$4.51B23E*Trade→
C34CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032
IN$2.94B50Charles Schwab→
C34US AGRICULTURE, LLC
CRD 282576
IN$759.1M—E*Trade→
C34DEERFIELD FINANCIAL ADVISORS, INC.
CRD 104964
IN$1.18B6Charles Schwab→
C34LJI WEALTH MANAGEMENT, LLC
CRD 145399
IN$1.37B13E*Trade→
C34THURSTON SPRINGER ADVISORS, LLC
CRD 299201
IN$3.68B50E*Trade→
C34HOLISTIC FINANCIAL PARTNERS, LLC
CRD 170913
IN$444.6M1Charles Schwab→
C33COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
CRD 128257
IN$595.6M12Raymond James→
C33HILTOP PARTNERS, LLC
CRD 290981
IN$616.4M9Charles Schwab→
C33ONEAMERICA SECURITIES, INC.
CRD 4173
IN$306.1M50Pershing→
C33GIMBAL FINANCIAL, LLC
CRD 159003
IN$290.0M6E*Trade→
C33REIFY WEALTH ADVISORS, INC.
CRD 121978
IN$524.4M5Charles Schwab→
C33MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD 122212
IN$776.0M9Charles Schwab→
C33ELEVATED FINANCIAL GROUP, LLC
CRD 334353
IN$532.0M7Charles Schwab→
C32TRUEDGE ASSET MANAGEMENT LLC
CRD 323442
IN$03E*Trade→
C32ELSER FINANCIAL PLANNING, INC.
CRD 143311
IN$2.11B12Charles Schwab→
C32STRIVE FINANCIAL GROUP, LLC
CRD 333298
IN$246.7M10Charles Schwab→
C32NORTHWEST FINANCIAL SERVICES INC
CRD 106805
IN$634.9M9Charles Schwab→