ScoreFirmStateAUMAdvisorsCustodian
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity
B57C.W. O'CONNER WEALTH ADVISORS, INC.
CRD 125646
GA$264.6M3Fidelity
B57ACCESS INVESTMENT MANAGEMENT, LLC
CRD 322491
GA$456.4M3Charles Schwab
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B57KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418
MN$191.4M3Charles Schwab
B57THE KEYSTONE FINANCIAL ALLIANCE, LLC
CRD 168760
GA$164.7M1Charles Schwab
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial
B57ALL STAR FINANCIAL LLC
CRD 323765
MN$881.7M5Charles Schwab
B57TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
MN$293.4M2Charles Schwab
B57RED TORTOISE, LLC
CRD 282509
GA$382.3M4Charles Schwab
B57BULL STREET ADVISORS, LLC
CRD 304058
GA$271.9M1Charles Schwab
B57LYNX CAPITAL, LLC
CRD 306282
GA$154.5ME*Trade
B56T.R.U.E. COASTAL CAPITAL, LLC
CRD 281556
GA$124.1M2Charles Schwab
B56SB ADVISORY, LLC
CRD 154680
GA$404.8M34E*Trade
B56CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590
MN$358.7ME*Trade
B56PHORCYS CAPITAL PARTNERS, LLC
CRD 285635
GA$191.5MPershing
B55LANIER FINANCIAL GROUP LLC
CRD 152945
GA$236.2M6Charles Schwab
B55TRADEMARK CAPITAL MANAGEMENT INC.
CRD 214512
GA$150.8M7Charles Schwab
B55TANDEMGROWTH FINANCIAL ADVISORS, LLC
CRD 125490
GA$297.0M3E*Trade
B55CORNERSTONE FINANCIAL MANAGEMENT, LLC
CRD 125494
GA$118.0M3
B55INTEGRAS PARTNERS, LLC
CRD 172979
GA$244.8M3E*Trade
B55COVEY CAPITAL ADVISORS, LLC
CRD 151978
GA$156.5M1Charles Schwab
B55CHATHAM CAPITAL MANAGEMENT, LLC
CRD 160961
GA$288.9ME*Trade
B55MAVEN CAPITAL PARTNERS, LLC
CRD 300626
GA$152.9M5Fidelity
B55WEALTH ENGAGEMENT LLC
CRD 310438
GA$105.0M1Charles Schwab
B54ACUMEN FINANCIAL ADVISORS, LLC
CRD 152748
MN$465.2M1E*Trade
B54DECATUR CAPITAL MANAGEMENT, INC.
CRD 120679
GA$253.7M2E*Trade
B54RETIREMENT FUND MANAGEMENT, LLC
CRD 126573
GA$769.7M1E*Trade
B54NORTHERN PACIFIC GROUP, L.P.
CRD 299012
MN$58.6ME*Trade
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab
B54THE MONITOR GROUP, INC.
CRD 126576
GA$167.2M3Charles Schwab
B54NETWORTH FINANCIAL SERVICES, LLC
CRD 126666
GA$128.1M2Charles Schwab
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James
B54WOLD FINANCIAL GROUP LLC
CRD 316409
MN$182.5M3Charles Schwab
B54CROWN MANAGEMENT ADVISORS, LLC
CRD 326369
GA$142.2ME*Trade
B54WEALTH INTELLIGENCE, LLC
CRD 333253
GA$247.5M2Charles Schwab
B53SKYPOINT CAPITAL ADVISORS, LLC
CRD 314979
GA$109.0ME*Trade
B53WASSAW SOUND MANAGEMENT, LLC
CRD 299164
GA$122.7M1E*Trade
B53LONGVIEW WEALTH MANAGEMENT, INC.
CRD 136214
GA$1.15B12Charles Schwab
B53SIIMPL, LLC
CRD 311048
MN$0E*Trade
B53CFS WEALTH MANAGEMENT, LLC
CRD 135579
GA$189.1M5Fidelity
B53MRP CAPITAL INVESTMENTS, LLC
CRD 167256
GA$227.6M3Charles Schwab
B53PARRISH CAPITAL, LLC
CRD 172783
GA$150.0M2Charles Schwab
B53KDHB V CAPITAL MANAGEMENT, LLC
CRD 307182
GA$54.8ME*Trade
B53GEORGIA WEALTH PARTNERS, LLC
CRD 314602
GA$157.5M4E*Trade
B53DANER WEALTH MANAGEMENT, LLC
CRD 317373
GA$201.7M2E*Trade
B52NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC
CRD 173350
MN$58.6ME*Trade
B52MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716
MN$198.9M1Charles Schwab
B52PALISADE ASSET MANAGEMENT, LLC
CRD 136089
MN$1.27B7Charles Schwab
B52PALADIN WEALTH, LLC
CRD 288387
MN$196.2M7Charles Schwab