ScoreFirmStateAUMAdvisorsCustodian
B59COOMBS WEALTH ADVISORY, LLC
CRD 281132
PA$139.6M2Charles Schwab
B58COMPREHENSIVE FINANCIAL PLANNING, INC.
CRD 110937
PA$419.3M6Charles Schwab
B58CHANCELLOR FINANCIAL GROUP LP
CRD 159563
PA$249.3M6Fidelity
B58PENNSYLVANIA CAPITAL MANAGEMENT INC.
CRD 107648
PA$848.6M5Charles Schwab
B58VERSA CAPITAL MANAGEMENT, L.P.
CRD 321934
PA$180.1MJPMorgan
B58GARDNER LEWIS ASSET MANAGEMENT LP
CRD 105033
PA$456.5M1Goldman Sachs
B58FINANCIAL INTEGRITY ADVISORS, LLC
CRD 130458
PA$3.96B1E*Trade
B58PF ADVISORS, LLC
CRD 277156
PA$238.4M1E*Trade
B58TRINITY WEALTH ADVISORS, L.L.C.
CRD 109452
MO$281.5M4Charles Schwab
B58WILKERSON ADVISORY GROUP LLC
CRD 334668
MO$326.9M4Charles Schwab
B58MARATHON STRATEGIC ADVISORS, LLC
CRD 117108
PA$182.7M1Charles Schwab
B58RISLEY CAPITAL MANAGEMENT LLC
CRD 157271
MO$163.4M1Charles Schwab
B58THE WORLEY BANKS GROUP, LLC
CRD 306890
MO$184.3M2Charles Schwab
B58FLYOVER CAPITAL PARTNERS, LLC
CRD 173709
MO$147.6MCharles Schwab
B57MONETARY MANAGEMENT GROUP INC
CRD 110284
MO$492.3M5E*Trade
B57ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CRD 147982
PA$116.4M4Fidelity
B57ATTINGER, LLC
CRD 311772
PA$394.5MCharles Schwab
B57NORDWAND ADVISORS, LLC
CRD 322936
PA$3.97B8Charles Schwab
B57MB, LEVIS & ASSOCIATES,LLC
CRD 164197
PA$411.6M2Charles Schwab
B57TOWER BRIDGE ADVISORS, INC.
CRD 115700
PA$1.49B6Goldman Sachs
B56CRESAP, INC.
CRD 25899
PA$339.0M17E*Trade
B56BUILD ASSET MANAGEMENT, LLC
CRD 298354
MO$64.6M3Charles Schwab
B56HERSHEY FINANCIAL ADVISERS, LLC
CRD 149907
PA$151.7M4E*Trade
B56ORION INVESTMENT CO
CRD 110867
MO$443.5M4E*Trade
B56ENGLEBERT FINANCIAL ADVISERS, LLC
CRD 300568
PA$156.6M3Charles Schwab
B56MINERVA ADVISORS LLC
CRD 161408
PA$321.0ME*Trade
B56CLAYTON FINANCIAL GROUP, LLC
CRD 226729
MO$793.8M3Charles Schwab
B55TWIN CAPITAL MANAGEMENT INC
CRD 104748
PA$837.8ME*Trade
B55DREXEL MORGAN & CO.
CRD 151053
PA$607.0M2E*Trade
B55SARVER VROOMAN WEALTH ADVISORS LLC
CRD 332699
MO$452.2M4E*Trade
B55PERSIMMON CAPITAL MANAGEMENT, LP
CRD 334563
PA$368.5M3E*Trade
B55NVWM LLC
CRD 152301
PA$713.5M9Charles Schwab
B55OXFORD REAL ESTATE ADVISORS INC
CRD 107209
PA$116.9ME*Trade
B55INTEGRATED CAPITAL MANAGEMENT, INC.
CRD 149489
PA$232.4M5Charles Schwab
B55MORALIS TECHNOLOGIES, LLC
CRD 316221
PA$103.0M8Charles Schwab
B55SEQUINOX WEALTH MANAGEMENT, LLC
CRD 335246
PA$160.0M4Fidelity
B55BRYAN ADVISORY SERVICES, LLC
CRD 153659
PA$2.4M1E*Trade
B55FORTIFY WEALTH, INC.
CRD 297433
MO$115.0M3Charles Schwab
B55TRUMAN WEALTH ADVISORS LLC
CRD 334752
MO$106.0M3Charles Schwab
B54UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
CRD 166742
PA$258.7M4Charles Schwab
B54NORDWAND INVESTMENTS, LLC
CRD 323829
PA$44.7M2E*Trade
B54MID-AMERICAN WEALTH ADVISORY GROUP INC.
CRD 301621
MO$335.6M6Charles Schwab
B54WILSQUARE CAPITAL LLC
CRD 296504
MO$171.2ME*Trade
B54TREBUCHET CONSULTING, LLC
CRD 166645
PA$1.08B4Fidelity
B54DUNCKER, STREETT & CO., LLC
CRD 110828
MO$707.3M2Charles Schwab
B54WALSKY INVESTMENT MANAGEMENT INC
CRD 106991
PA$130.2M2Charles Schwab
B54STEVEN G. BLUM AND ASSOCIATES, LLC
CRD 130807
PA$180.2M2Charles Schwab
B54RLB FINANCIAL LLC
CRD 151778
MO$173.6M3Charles Schwab
B54YOFFE INVESTMENT MANAGEMENT, LLC
CRD 173454
PA$174.9M1Charles Schwab
B54VERICREST PRIVATE WEALTH, LLC
CRD 311111
PA$137.8M2Charles Schwab