ScoreFirmStateAUMAdvisorsCustodian
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab
C46KESSLER INVESTMENT GROUP, LLC
CRD 153696
IN$359.7M3Charles Schwab
C46AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD 288742
IN$258.9M4Fidelity
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street
C46PRIVATE COUNSEL GROUP, LTD.
CRD 300083
IN$116.0M3
C46FORTITUDE PRIVATE WEALTH INC.
CRD 290074
IN$126.5M1Charles Schwab
C46GAP ASSET MANAGEMENT, LLC
CRD 309925
IN$287.0MFolio Institutional
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0ME*Trade
C45OXFORD HARRIMAN HOLDINGS ADV LLC
CRD 340313
IN$0E*Trade
C45SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
IN$456.9M3Charles Schwab
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab
C45AXIENT INVESTMENT ADVISORS LLC
CRD 336722
AL$454.0M13Pershing
C443FOURTEEN & SMI ADVISORY SERVICES, LLC
CRD 331301
IN$723.0ME*Trade
C44THE FINANCIAL RESOURCE CENTER, INC.
CRD 316747
IN$642.5M4E*Trade
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab
C44BONAVENTURE CAPITAL, LLC
CRD 120780
AL$493.8M2Charles Schwab
C44INTEGRATED INVESTMENT STRATEGIES,INC.
CRD 122706
IN$104.5M
C44CURRY WEBB WEALTH MANAGEMENT LLC
CRD 168692
IN$332.4M5Charles Schwab
C44HOBBS WEALTH MANAGEMENT, LLC
CRD 325374
IN$146.7M1Charles Schwab
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9MFidelity
C43MERIDIAN INVESTMENT ADVISORS, INC.
CRD 107593
IN$628.0M4E*Trade
C43PELOTON CAPITAL MANAGEMENT
CRD 109775
IN$282.0M3E*Trade
C43BULLOCK WEALTH MANAGEMENT GROUP INC.
CRD 283853
IN$261.4M8Charles Schwab
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade
C43THE WELLINGTON GRP LLC
CRD 332803
IN$473.6M10Charles Schwab
C43GENESIS ADVISORS, LLC
CRD 151976
IN$121.2M4
C43TITAN INVESTMENT MANAGEMENT LLC
CRD 291148
IN$123.9M4
C43OAKWORTH ASSET MANAGEMENT, LLC
CRD 335388
AL$846.3M21E*Trade
C43APPLE TREE ASSET MANAGEMENT, LLC
CRD 298437
IN$151.9M6Charles Schwab
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust
C42MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
IN$02Raymond James
C42ABACUS INVESTMENTS LLC
CRD 327805
AL$105.9ME*Trade
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3ME*Trade
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade
C41WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD 162222
AL$257.5M2Charles Schwab
C41STEADMONT ADVISORS, LLC
CRD 328882
AL$430.7M4Fidelity
C41ARAGON FAMILY OFFICE LLC
CRD 337597
AL$112.0M2Charles Schwab
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street
C41WFG CAPITAL ADVISORS, LLC
CRD 310008
AL$354.8M2Charles Schwab
C40MONARCH CAPITAL MANAGEMENT INC
CRD 106244
IN$495.7M4Pershing
C40COOK & BYNUM CAPITAL MANAGEMENT, LLC
CRD 149454
AL$359.8MPershing
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
C40MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
AL$443.5M8LPL Financial
C39AMI INVESTMENT MANAGEMENT INC
CRD 106321
IN$963.6M4Charles Schwab