ScoreFirmStateAUMAdvisorsCustodian
B54RLJ EQUITY PARTNERS, LLC
CRD 162006
MD$109.1MNorthern Trust
B54WILSQUARE CAPITAL LLC
CRD 296504
MO$171.2ME*Trade
B54DUNCKER, STREETT & CO., LLC
CRD 110828
MO$707.3M2Charles Schwab
B54RLB FINANCIAL LLC
CRD 151778
MO$173.6M3Charles Schwab
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab
B53R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
CRD 131804
MO$415.9M6E*Trade
B53THE YANKER GROUP, INC.
CRD 281364
MO$296.4M5LPL Financial
B53POINTER FINANCIAL ADVISORS LLC
CRD 326745
MD$176.4M2Charles Schwab
B53ESSEX RIDGE CAPITAL GROUP, LLC
CRD 145795
MO$146.3ME*Trade
B52ARROW INVESTMENT ADVISORS, LLC
CRD 139652
MD$377.3ME*Trade
B52WIDMANN FINANCIAL SERVICES, INC.
CRD 289106
MD$466.8M6E*Trade
B52NUANCE INVESTMENTS, LLC
CRD 148534
MO$984.3M4Charles Schwab
B52TORRAY INVESTMENT PARTNERS LLC
CRD 105818
MD$750.1M4Charles Schwab
B52WAYPOINT WEALTH MANAGEMENT, LLC
CRD 155574
MD$242.5M1Charles Schwab
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial
B52HZ INVESTMENTS INC.
CRD 312268
MD$591.4M1Charles Schwab
B52VALUEWEALTH SERVICES, LLC
CRD 304049
MD$319.0M5E*Trade
B51MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621
MD$387.1M4Charles Schwab
B51ASSET STRATEGY CONSULTANTS LLC
CRD 110800
MD$5.16B5E*Trade
B51DIVVI WEALTH MANAGEMENT LLC
CRD 318241
MO$127.4M4Charles Schwab
B51MARATHON CAPITAL MANAGEMENT LLC
CRD 119416
MD$790.1M5Charles Schwab
B51KENDALL CAPITAL MANAGEMENT
CRD 134740
MD$743.9M8Charles Schwab
B51ATCAP PARTNERS, LLC
CRD 158214
MD$195.5M25E*Trade
B51ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC
CRD 106999
MO$234.0M3E*Trade
B51SFC FINANCIAL LLC
CRD 129817
MO$208.3M4E*Trade
B51JEMMA INVESTMENT ADVISORS LLC
CRD 284198
MD$139.8M5E*Trade
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial
B51RYAN POAGE & CO., LLC
CRD 157432
MO$114.2M3
B50THE CENTRAL TRUST BANK
CRD 149262
MO$554.1M2E*Trade
C50EKON ADVISORS, LLC
CRD 281039
MO$219.8M3E*Trade
C50TERRIL BROTHERS INC
CRD 110422
MO$987.8M5E*Trade
C50BAUM CAPITAL PARTNERS MANAGEMENT, LLC
CRD 288225
MO$247.0ME*Trade
C49FLOYD FINANCIAL GROUP LLC
CRD 226773
MO$164.5M2Charles Schwab
C49PARTNERSHIP WEALTH MANAGEMENT, LLC
CRD 285718
MD$234.9M2Charles Schwab
C49ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816
MO$345.7M3Wells Fargo
C48CHAPIN DAVIS, INC
CRD 28116
MD$642.8M25Wells Fargo
C481248 PARTNERS, LLC
CRD 325304
MO$323.4MCharles Schwab
C48BESTGATE WEALTH ADVISORS, LLC
CRD 301639
MD$162.4M3Charles Schwab
C48BLUEPRINT WEALTH MANAGEMENT INC.
CRD 325099
MD$190.0M1Charles Schwab
C48HUSSMAN STRATEGIC ADVISORS INC
CRD 109400
MD$617.4ME*Trade
C48GLR PARTNERS, LLC
CRD 334902
MD$260.7M3Charles Schwab
C47JIM MACKAY FINANCIAL PLANNING, LLC
CRD 169583
MO$176.0M2Altruist
C47WEALTHCARE ASSET MANAGEMENT, LLC
CRD 170382
MO$210.8M6Charles Schwab
C47COMPASS RETIREMENT GROUP LLC
CRD 282420
MO$111.9M6Charles Schwab
C47FOUNDATION WEALTH MANAGEMENT, LLC
CRD 127134
MO$660.6M5Fidelity
C47KRAFT, DAVIS & ASSOCIATES, LLC
CRD 175085
MO$768.5M6LPL Financial
C47ALLOCATOR SOLUTIONS, LLC
CRD 337300
MO$513.5M1E*Trade
C47FIRST HEARTLAND CONSULTANTS, INC.
CRD 110377
MO$2.09B50Pershing