ScoreFirmStateAUMAdvisorsCustodian
B59ABUNDANT WEALTH MANAGEMENT LLC
CRD 331285
CT$243.8M3E*Trade
B59PERRYRIDGE CAPITAL LP
CRD 331781
CT$226.6MMorgan Stanley
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab
B59TRUE NORTH MANAGEMENT GROUP, LLC
CRD 161042
CT$492.5ME*Trade
B59AIS CAPITAL MANAGEMENT L.P.
CRD 107971
CT$358.3M48E*Trade
B59CAPITAL FINANCIAL, LLC
CRD 122844
MD$159.4M2E*Trade
B59STRATEGIC WEALTH PARTNERS LLC
CRD 336564
TN$101.7M2E*Trade
B59SREP CAPITAL MANAGEMENT, LLC
CRD 296281
CT$157.9MJPMorgan
B58JAT CAPITAL MANAGEMENT LP
CRD 311599
CT$228.5ME*Trade
B58A. J. PERRY & COMPANY, INC.
CRD 107041
MD$108.8M1
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles Schwab
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James
B58RISK MANAGEMENT GROUP, LLC
CRD 122366
MD$200.5M6E*Trade
B57BNB WEALTH MANAGEMENT, LLC
CRD 107702
MD$264.6M4Raymond James
B57MEMPHIS CAPITAL MANAGEMENT, LLC
CRD 134522
TN$268.6M2E*Trade
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James
B57ALTUS CAPITAL PARTNERS, INC.
CRD 159529
CT$169.3ME*Trade
B57SOLAS BIOVENTURES MANAGEMENT, LLC
CRD 322344
TN$165.0ME*Trade
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab
B57COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
CT$128.9M2Charles Schwab
B57KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
CT$215.5M1Charles Schwab
B57WEALTHPLANS, LLC
CRD 311560
MD$219.6M1Raymond James
B57SEARLE & CO.
CRD 13035
CT$629.9M13Pershing
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab
B57NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676
TN$2.21B7E*Trade
B57CALVERT IMPACT ADVISORY SERVICES, LLC
CRD 326022
MD$197.8ME*Trade
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo
B55COSEY FINANCIAL SERVICES, INC.
CRD 140175
TN$123.7M3Charles Schwab
B55AGP FRANKLIN, LLC
CRD 331699
TN$247.1M3Raymond James
B55CARDINAL WEALTH ADVISORY, LLC
CRD 136659
TN$273.2M2E*Trade
B55HOGAN INVESTMENT COUNSEL, LLC
CRD 160186
TN$107.2M1
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade
B55INVESTMENT & RETIREMENT ADVISORS, LLC
CRD 131741
TN$138.6M2E*Trade
B55ENGLE CAPITAL MANAGEMENT, L.P.
CRD 178525
CT$492.4MGoldman Sachs
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab
B54RLJ EQUITY PARTNERS, LLC
CRD 162006
MD$109.1MNorthern Trust
B54KATE CAPITAL LLC
CRD 329897
CT$206.8ME*Trade
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3MCharles Schwab
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James
B54DRAKE CAPITAL ADVISORS LLC
CRD 136716
CT$713.4MInteractive Brokers
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James
B53JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636
TN$146.2M3Charles Schwab
B53SARISSA CAPITAL MANAGEMENT LP
CRD 167244
CT$298.3MMorgan Stanley
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab