ScoreFirmStateAUMAdvisorsCustodian
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab
B59BYRON PLACE CAPITAL MANAGEMENT, LLC
CRD 282078
NJ$48.4M1E*Trade
B59PARADIGM WEALTH ADVISORY LLC
CRD 283120
NJ$201.2M7Charles Schwab
B59ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD 47798
NJ$351.4M2E*Trade
B59CAPITAL FINANCIAL, LLC
CRD 122844
MD$159.4M2E*Trade
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley
B59ASSET MANAGEMENT CONSULTING SERVICES, INC.
CRD 128793
NJ$144.2M2Pershing
B59KENSINGTON FINANCIAL ADVISORS LLC
CRD 136346
NJ$159.9M2Charles Schwab
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade
B58A. J. PERRY & COMPANY, INC.
CRD 107041
MD$108.8M1
B58CORRADO ADVISORS, LLC
CRD 111721
NJ$252.8M6Charles Schwab
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab
B58TALARA CAPITAL MANAGEMENT, LLC
CRD 158866
NJ$317.6MU.S. Bank
B58ALTMAN INVESTMENT MANAGEMENT LLC
CRD 113832
NJ$119.9M6Charles Schwab
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab
B58WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346
NJ$180.4M3Charles Schwab
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles Schwab
B58RISK MANAGEMENT GROUP, LLC
CRD 122366
MD$200.5M6E*Trade
B58JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD 155392
NJ$161.7M15E*Trade
B57BNB WEALTH MANAGEMENT, LLC
CRD 107702
MD$264.6M4Raymond James
B57GULFSTREAM CM, LLC
CRD 165459
NJ$244.2M4Pershing
B57WEALTHPLANS, LLC
CRD 311560
MD$219.6M1Raymond James
B57PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
NJ$666.4M5Charles Schwab
B57MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184
NJ$455.6M4Charles Schwab
B57CALVERT IMPACT ADVISORY SERVICES, LLC
CRD 326022
MD$197.8ME*Trade
B56EXCEL CAPITAL MANAGEMENT CORP
CRD 109229
NJ$192.5M2E*Trade
B56SHAPIRO FINANCIAL SECURITY GROUP, INC.
CRD 120801
NJ$152.6M3E*Trade
B56MFG INVESTMENTS, LLC
CRD 125122
NJ$146.5M5E*Trade
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0MWells Fargo
B56WEALTH MANAGEMENT ASSOCIATES, INC.
CRD 117606
NJ$717.4M11E*Trade
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B56MLP3, LLC
CRD 296314
NJ$248.1M2E*Trade
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo
B55GENEVA FINANCIAL GROUP LLC
CRD 331944
NJ$233.7M1E*Trade
B55TSP CAPITAL MANAGEMENT GROUP, LLC
CRD 131889
NJ$553.3M2E*Trade
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55BPP WEALTH SOLUTIONS, LLC
CRD 166962
NJ$247.3M4Charles Schwab
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B55SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD 298315
NJ$454.2M5Charles Schwab
B55TEPLITZ FINANCIAL GROUP LLC
CRD 122038
NJ$131.7M1Charles Schwab
B54RLJ EQUITY PARTNERS, LLC
CRD 162006
MD$109.1MNorthern Trust
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing
B54NEW VERNON ADVISERS LP
CRD 160231
NJ$902.1MPershing
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8MRaymond James
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab
B54HIGH POINT WEALTH MANAGEMENT, LLC
CRD 147111
NJ$192.9M2Fidelity
B54STOLZER ROTHSCHILD LEVY LLC
CRD 169817
NJ$166.0M2Charles Schwab