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366 firms
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ScoreFirmStateAUMAdvisorsCustodian
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52ATLAS CAPITAL MANAGEMENT CORP
CRD 106107
IN$869.8M5E*Trade→
B52QUANTUM FINANCIAL SERVICES INC.
CRD 121631
IN$730.9M2E*Trade→
B52SYCAMORE FINANCIAL GROUP, INC.
CRD 14143
IN$787.4M6E*Trade→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing→
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3M—E*Trade→
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab→
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles Schwab→
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab→
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C49GREENLEAF FINANCIAL GROUP, LLC
CRD 137933
IN$175.2M2E*Trade→
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48CAPITAL CITIES INVESTMENTS
CRD 116185
IN$287.9M14Charles Schwab→
C48TRADEWELL SECURITIES, LLC
CRD 332473
IN$275.8M5Charles Schwab→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing→
C47OAK STREET ADVISORS INC
CRD 139400
SC$126.2M2—→
C46STREET CAPITAL PARTNERS, LLC
CRD 309233
IN$238.9M4E*Trade→
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→
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1M—E*Trade→
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$287.0M—Folio Institutional→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C45OXFORD HARRIMAN HOLDINGS ADV LLC
CRD 340313
IN$0—E*Trade→
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab→
C45SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
IN$456.9M3Charles Schwab→
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab→