ScoreFirmStateAUMAdvisorsCustodian
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab
C46POSTROCK PARTNERS LLC
CRD 328865
KS$489.1M5Fidelity
C46BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229
KS$128.5M2Charles Schwab
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0ME*Trade
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2MU.S. Bank
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab
C45AXIENT INVESTMENT ADVISORS LLC
CRD 336722
AL$454.0M13Pershing
C44CENTRALIS CAPITAL LLC
CRD 305897
KS$60.3ME*Trade
C44BONAVENTURE CAPITAL, LLC
CRD 120780
AL$493.8M2Charles Schwab
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9MFidelity
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity
C43KORNITZER CAPITAL MANAGEMENT, INC.
CRD 111087
KS$6.75B10E*Trade
C43LEGACY INVESTMENT PARTNERS, LLC
CRD 133014
KS$403.1M6E*Trade
C43OAKWORTH ASSET MANAGEMENT, LLC
CRD 335388
AL$846.3M21E*Trade
C43THE ETF STORE, INC.
CRD 148229
KS$168.2M6Charles Schwab
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust
C42ABACUS INVESTMENTS LLC
CRD 327805
AL$105.9ME*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
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street
C41QUANTUM FINANCIAL PARTNERS LLC
CRD 138112
KS$148.6M7
C41RSG INVESTMENTS LLC
CRD 323527
KS$140.5M6Charles Schwab
C41503 CAPITAL PARTNERS, LLC
CRD 327580
KS$636.4MU.S. Bank
C41WFG CAPITAL ADVISORS, LLC
CRD 310008
AL$354.8M2Charles Schwab
C40PATHWAY FINANCIAL SOLUTIONS, INC.
CRD 340594
KS$06E*Trade
C40COOK & BYNUM CAPITAL MANAGEMENT, LLC
CRD 149454
AL$359.8MPershing
C40ONE ADVISORY PARTNERS, LLC
CRD 161614
KS$369.5M7Charles Schwab
C40TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711
KS$8.93B11U.S. Bank
C40KOESTEN HIRSCHMANN & CRABTREE, INC.
CRD 107212
KS$668.3M8Charles Schwab
C40RETIREWISE TAX AND WEALTH ADVISORS, INC.
CRD 284394
KS$242.8M7Charles Schwab
C40CORNERSTONE SECURITIES LLC
CRD 140379
KS$210.0M10Charles Schwab
C40MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
AL$443.5M8LPL Financial
C40GENTRY PRIVATE WEALTH, LLC
CRD 323208
KS$307.7M4Charles Schwab
C39FINANCIAL COUNSELORS INC
CRD 106398
KS$1.47B8E*Trade
C39TWO WEST CAPITAL ADVISORS LLC
CRD 154543
KS$3.89B16Charles Schwab
C39LONGVIEW FINANCIAL ADVISORS, INC.
CRD 122451
AL$208.2M3Fidelity
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade
C39S&A FINANCIAL SERVICES, INC.
CRD 110471
KS$392.3M5Charles Schwab
C38DOGWOOD WEALTH MANAGEMENT, LLC
CRD 317580
KS$257.2M4E*Trade
C38FEATHERINGILL CAPITAL, LLC
CRD 299523
AL$142.9ME*Trade
C38BMSS WESSON WEALTH SOLUTIONS, LLC
CRD 282792
AL$704.0M8Charles Schwab
C38BCWM, LLC.
CRD 144748
KS$665.2M7Charles Schwab
C38BROWN MCLEOD, INC
CRD 155548
AL$468.2M6Charles Schwab
C38FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC
CRD 168390
AL$194.9M3E*Trade