ScoreFirmStateAUMAdvisorsCustodian
B61NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057
MN$237.3M1Charles Schwab
B61GEN FINANCIAL MANAGEMENT INC.
CRD 110179
MN$331.8M4Charles Schwab
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab
B61LS INVESTMENT ADVISORS, LLC
CRD 146829
MI$932.1M4Charles Schwab
B60RICHMOND BROTHERS, INC.
CRD 158916
MI$240.6M5Fidelity
B60VISION CAPITAL PARTNERS
CRD 175147
MI$146.6M2Charles Schwab
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade
B59FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
CRD 113086
MN$52.2M1E*Trade
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2ME*Trade
B59CPR INVESTMENTS INC
CRD 139067
MI$238.8M24Charles Schwab
B59PPS & V ASSET MANAGEMENT CONSULTANTS INC
CRD 110491
MI$253.7M3E*Trade
B59NANTUCKET MULTI MANAGERS, LLC
CRD 129024
MI$260.2MLPL Financial
B59LIFEPLAN FINANCIAL, LLC
CRD 136981
MN$141.0M2Charles Schwab
B59BROOKTREE CAPITAL MANAGEMENT INC.
CRD 114173
MI$138.9M2Charles Schwab
B59MWM WEALTH ADVISORY, LLC
CRD 287705
MN$129.9M1Charles Schwab
B59BLACK WALNUT WEALTH MANAGEMENT, LLC
CRD 337606
MI$136.8M1Fidelity
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab
B58PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
CRD 166853
MI$118.1M4Charles Schwab
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity
B57GPM GROWTH INVESTORS, INC.
CRD 107645
MI$281.3M6Charles Schwab
B57ALLEN FINANCIAL MANAGEMENT, LLC
CRD 153511
MI$121.2M1E*Trade
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B57KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418
MN$191.4M3Charles Schwab
B57ALL STAR FINANCIAL LLC
CRD 323765
MN$881.7M5Charles Schwab
B57TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
MN$293.4M2Charles Schwab
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56BERINGEA, LLC
CRD 161803
MI$269.9MWells Fargo
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B56CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590
MN$358.7ME*Trade
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55SUMMIT FINANCIAL CONSULTING LLC
CRD 126570
MI$184.7M6Charles Schwab
B55BEMANAGED FINANCIAL SERVICES, INC.
CRD 140099
MI$410.0MFidelity
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B54ACUMEN FINANCIAL ADVISORS, LLC
CRD 152748
MN$465.2M1E*Trade
B54INDEPENDENT WEALTH MANAGEMENT, LLC
CRD 124242
MI$203.0M3E*Trade
B54NORTHERN PACIFIC GROUP, L.P.
CRD 299012
MN$58.6ME*Trade
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing
B54BLUE WATER ASSET MANAGEMENT, LLC
CRD 175362
MI$428.5M7Charles Schwab
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab
B54ARBORFI ADVISORS, LLC
CRD 305009
MI$148.4M2Charles Schwab
B54WOLD FINANCIAL GROUP LLC
CRD 316409
MN$182.5M3Charles Schwab
B54ARMADA ETF ADVISORS LLC
CRD 317979
MI$10.2ME*Trade
B53ASPEN INVESTMENT MANAGEMENT INC.
CRD 112081
MI$452.5M5Charles Schwab
B53SIIMPL, LLC
CRD 311048
MN$0E*Trade
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