ScoreFirmStateAUMAdvisorsCustodian
B53WOLVERINE WEALTH ADVISORY SERVICES INC.
CRD 146564
MI$140.9M1Charles Schwab
B53UP NORTH FINANCIAL, LLC
CRD 150996
MI$203.8M2Fidelity
B53OCTO CAPITAL, LLC
CRD 174351
MI$165.0M1Charles Schwab
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab
B52FAI ADVISORS, INC.
CRD 122132
MI$302.0M5E*Trade
B52TRM ADVISORS LP
CRD 321278
MI$159.8ME*Trade
B52BURNHAM & COMPANY LLC
CRD 319339
MI$129.5M2Charles Schwab
B52LONG ROAD INVESTMENT COUNSEL, LLC
CRD 171343
MI$346.4M2E*Trade
B52CYGNET FINANCIAL PLANNING INC.
CRD 123430
MI$212.9M6Charles Schwab
B52GASAWAY INVESTMENT ADVISORS, INC.
CRD 123807
MI$173.1M4Raymond James
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab
B52ELE ADVISORY SERVICES, INC
CRD 148228
MI$136.5M15Charles Schwab
B52MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
CRD 284251
MI$162.7M6LPL Financial
B51UNION HERITAGE CAPITAL
CRD 309768
MI$295.2ME*Trade
B51RBS WEALTH MANAGEMENT, LLC
CRD 336536
MI$322.3M2Charles Schwab
B51THE ENTERPRISE INVESTMENT COMPANY
CRD 116889
MI$607.1M2Charles Schwab
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab
B51CIG ASSET MANAGEMENT, INC.
CRD 123609
MI$192.5M3Charles Schwab
B51HARBORFRONT FINANCIAL LLC
CRD 331763
MI$149.0M4LPL Financial
B51FINANCIAL ADVISORY CORPORATION
CRD 105472
MI$1.10B9Charles Schwab
B51PATHWORKS FINANCIAL, INC.
CRD 138393
MI$279.3M5Charles Schwab
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity
B51TYR CAPITAL ADVISORS, LLC
CRD 326208
KS$244.1ME*Trade
B51SANDERS MANAGEMENT GROUP, LTD
CRD 334205
MI$203.5ME*Trade
B50MEADOWBROOK INVESTMENT ADVISORS LLC
CRD 109960
MI$185.2M2Charles Schwab
C50RADEMACHER FINANCIAL, INC.
CRD 114067
KS$234.3M6Raymond James
C50VALSTONE PARTNERS VI, LLC
CRD 300629
MI$735.9MBNY Mellon
C50PILGRIMS CAPITAL ADVISORS, INC.
CRD 121348
MI$294.9M4E*Trade
C50KOMPASS KAPITAL ADVISORS, LLC
CRD 335041
KS$116.6M1E*Trade
C509 STREAM CAPITAL PARTNERS LLC
CRD 340394
KS$73.9MGoldman Sachs
C49CAITLIN JOHN, LLC
CRD 154494
MI$214.9M23Charles Schwab
C49VANDERPOL INVESTMENTS L.L.C.
CRD 168174
MI$118.1M3Charles Schwab
C49GREENWAY FINANCIAL, LLC
CRD 288864
MI$151.4M3Charles Schwab
C49M3SIXTY CAPITAL, LLC
CRD 323764
KS$28.7M3E*Trade
C49ENGLISH CAPITAL MANAGEMENT LLC
CRD 234790
MI$241.1ME*Trade
C49CABIN ADVISORS, LLC
CRD 312547
KS$220.2M15E*Trade
C48ARBOR INVESTMENT MANAGEMENT, LLC
CRD 154735
MI$162.0M2Charles Schwab
C48SCULATI WEALTH MANAGEMENT, LLC
CRD 158783
MI$381.5M3Charles Schwab
C48ANTONELLI FINANCIAL ADVISORS, LLC
CRD 286452
MI$229.1M3Charles Schwab
C48TFB ADVISORS, LLC
CRD 321870
KS$840.2M17Charles Schwab
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
C48DANIEL INVESTMENT GROUP INC.
CRD 338851
MI$210.1M3E*Trade
C48STONEBROOK PRIVATE LLC
CRD 325434
MI$937.0M3Raymond James
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity
C47FEE-ONLY FIDUCIARY ADVISORS LLC
CRD 143329
MI$197.0M3Fidelity
C47HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC
CRD 291609
MI$200.0M1Charles Schwab
C47GRAETZ WEALTH, LLC
CRD 317857
MI$158.2M3Altruist