ScoreFirmStateAUMAdvisorsCustodian
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab
B56CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590
MN$358.7ME*Trade
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo
B54ACUMEN FINANCIAL ADVISORS, LLC
CRD 152748
MN$465.2M1E*Trade
B54RLJ EQUITY PARTNERS, LLC
CRD 162006
MD$109.1MNorthern Trust
B54NORTHERN PACIFIC GROUP, L.P.
CRD 299012
MN$58.6ME*Trade
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James
B54WOLD FINANCIAL GROUP LLC
CRD 316409
MN$182.5M3Charles Schwab
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab
B53SIIMPL, LLC
CRD 311048
MN$0E*Trade
B53POINTER FINANCIAL ADVISORS LLC
CRD 326745
MD$176.4M2Charles Schwab
B52ARROW INVESTMENT ADVISORS, LLC
CRD 139652
MD$377.3ME*Trade
B52WIDMANN FINANCIAL SERVICES, INC.
CRD 289106
MD$466.8M6E*Trade
B52TORRAY INVESTMENT PARTNERS LLC
CRD 105818
MD$750.1M4Charles Schwab
B52WAYPOINT WEALTH MANAGEMENT, LLC
CRD 155574
MD$242.5M1Charles Schwab
B52NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC
CRD 173350
MN$58.6ME*Trade
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial
B52MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716
MN$198.9M1Charles Schwab
B52HZ INVESTMENTS INC.
CRD 312268
MD$591.4M1Charles Schwab
B52VALUEWEALTH SERVICES, LLC
CRD 304049
MD$319.0M5E*Trade
B52PALISADE ASSET MANAGEMENT, LLC
CRD 136089
MN$1.27B7Charles Schwab
B52PALADIN WEALTH, LLC
CRD 288387
MN$196.2M7Charles Schwab
B51MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621
MD$387.1M4Charles Schwab
B51VPWM ADVISORS, LLC
CRD 167886
MN$326.6M15LPL Financial
B51ASSET STRATEGY CONSULTANTS LLC
CRD 110800
MD$5.16B5E*Trade
B51MURPHY POHLAD ASSET MANAGEMENT LLC
CRD 109973
MN$639.7M4Charles 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
B51JEMMA INVESTMENT ADVISORS LLC
CRD 284198
MD$139.8M5E*Trade
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial
B51BOULEVARD WEALTH MANAGEMENT, INC.
CRD 164423
MN$119.5M4
B50CAPITAL MANAGEMENT ASSOCIATES INC
CRD 105010
MN$1.88B15Charles Schwab
B50ADVANCED ADVISOR GROUP, LLC
CRD 140393
MN$10.9M50Fidelity
B50SYSTELLIGENCE, LLC
CRD 283582
MN$783.9M3E*Trade
B50DSG CAPITAL ADVISORS, LLC
CRD 332056
MN$780.3M7LPL Financial
B50SPEECE THORSON CAPITAL GROUP INC
CRD 106052
MN$469.0M5E*Trade
B50PEAK FINANCIAL CONSULTING, INC.
CRD 291860
MN$132.3M2Charles Schwab
B50ADVISORNET FINANCIAL, INC.
CRD 113074
MN$3.15B50Charles Schwab
C50DGV SOLUTIONS LP
CRD 174379
MN$944.4MNorthern Trust
C50NORTHLAND CAPITAL MANAGEMENT, LLC
CRD 146452
MN$235.0M3E*Trade
C50FELTL ADVISORS, LLC
CRD 165244
MN$165.6M15E*Trade
C49PARTNERSHIP WEALTH MANAGEMENT, LLC
CRD 285718
MD$234.9M2Charles Schwab
C49WHITE PINE CAPITAL LLC
CRD 108417
MN$430.6M4Charles Schwab
C49GTS FINANCIAL, LLC
CRD 310222
MN$169.9M3Charles Schwab
C49TONKA CAPITAL PARTNERS, LLC
CRD 298336
MN$139.8M3Wells Fargo
C49ALLODIUM INVESTMENT CONSULTANTS, LLC
CRD 135812
MN$576.8M5Charles Schwab
C49HUNTER STREET PARTNERS, LP
CRD 298142
MN$313.0MU.S. Bank