ScoreFirmStateAUMAdvisorsCustodian
B59STERLING CAPITAL MANAGEMENT INC
CRD 106822
WI$296.9M2E*Trade
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2ME*Trade
B59JOHN F SUBY WEALTH MANAGEMENT LLC
CRD 150824
WI$464.9M3E*Trade
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
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo
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
B59OMNI FINANCIAL LLC
CRD 314670
WI$116.9M1LPL Financial
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade
B58CORRADO ADVISORS, LLC
CRD 111721
NJ$252.8M6Charles 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
B58JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD 155392
NJ$161.7M15E*Trade
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
B57WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
WI$251.2M2Charles Schwab
B57WARNKE/NICHOLS LTD.
CRD 112181
WI$160.0M2Charles Schwab
B57GENEVA PARTNERS, LLC
CRD 130768
WI$423.6M9E*Trade
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade
B57GULFSTREAM CM, LLC
CRD 165459
NJ$244.2M4Pershing
B57PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
NJ$666.4M5Charles Schwab
B57MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184
NJ$455.6M4Charles Schwab
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
B56STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD 332731
WI$168.2M3E*Trade
B56WEALTH MANAGEMENT ASSOCIATES, INC.
CRD 117606
NJ$717.4M11E*Trade
B56ELITE WEALTH MANAGEMENT, INC.
CRD 333159
WI$161.4M4Charles Schwab
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B56MLP3, LLC
CRD 296314
NJ$248.1M2E*Trade
B55FINANCIAL STRATEGIES, INC.
CRD 113097
WI$149.8M10Charles Schwab
B55BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048
WI$197.6M3Charles Schwab
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
B55H. C. DENISON CO.
CRD 1628
WI$310.0M4E*Trade
B55SKYLANDS CAPITAL, LLC
CRD 131183
WI$746.5M2Goldman Sachs
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260
WI$225.6M4Charles Schwab
B55BPP WEALTH SOLUTIONS, LLC
CRD 166962
NJ$247.3M4Charles Schwab
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles Schwab
B55SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD 298315
NJ$454.2M5Charles Schwab
B55TEPLITZ FINANCIAL GROUP LLC
CRD 122038
NJ$131.7M1Charles Schwab