ScoreFirmStateAUMAdvisorsCustodian
C48JRS WEALTH MANAGEMENT LLC
CRD 306294
UT$135.0M2
C48TFB ADVISORS, LLC
CRD 321870
KS$840.2M17Charles Schwab
C48FIDUCIARY ADVISORS, LLC
CRD 104189
UT$520.2M1E*Trade
C48SILVERHAWK CAPITAL PARTNERS, LLC
CRD 161678
KS$137.2ME*Trade
C48CASTLEBAR ASSET MANAGEMENT, LLC
CRD 162231
KS$122.5M3
C48ACCESS CAPITAL, LLC
CRD 327013
KS$105.6M1
C48WASATCH VENTURE MANAGEMENT, LLC
CRD 326762
UT$337.3ME*Trade
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity
C47SUN FINANCIAL, INC.
CRD 333404
UT$217.5M3Charles Schwab
C47EVEREST WEALTH MANAGEMENT, LLC
CRD 133823
KS$237.4M1E*Trade
C47PERIOPE, LC
CRD 144256
UT$177.2M3E*Trade
C47DIAMOND WEALTH MANAGEMENT, LLC
CRD 288603
UT$212.0M6Charles Schwab
C47COLLABORATIVE PORTFOLIO MANAGEMENT, LLC
CRD 332929
KS$178.7M4E*Trade
C47FORTUNE FINANCIAL ADVISORS, LLC
CRD 145799
KS$322.6M5Charles 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
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo
C45JACOBS EQUITY
CRD 147725
UT$133.2M3Charles Schwab
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2MU.S. Bank
C44ABG CONSULTANTS, LLC
CRD 131129
UT$697.4M4Charles Schwab
C44BANNER CAPITAL MANAGEMENT, LLC
CRD 326949
UT$527.2ME*Trade
C44CENTRALIS CAPITAL LLC
CRD 305897
KS$60.3ME*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
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
C43ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096
UT$630.5M4Charles Schwab
C43THE ETF STORE, INC.
CRD 148229
KS$168.2M6Charles Schwab
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity
C42LIVET WEALTH, LLC
CRD 337826
UT$322.2M3Charles Schwab
C42MED VENTURE MANAGEMENT, LLC
CRD 335443
UT$495.2ME*Trade
C42ALPHA WEALTH FUNDS, LLC
CRD 150231
UT$214.1M10Interactive Brokers
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
C41QUANTUM FINANCIAL PARTNERS LLC
CRD 138112
KS$148.6M7
C41CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747
UT$5.8M6Charles Schwab
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity