ScoreFirmStateAUMAdvisorsCustodian
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
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
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
B55H. C. DENISON CO.
CRD 1628
WI$310.0M4E*Trade
B55SKYLANDS CAPITAL, LLC
CRD 131183
WI$746.5M2Goldman Sachs
B55GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260
WI$225.6M4Charles Schwab
B55BPP WEALTH SOLUTIONS, LLC
CRD 166962
NJ$247.3M4Charles Schwab
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
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab
B54BLACKHAWK CAPITAL PARTNERS, LLC
CRD 158020
WI$452.0M7Charles Schwab
B54NEW VERNON ADVISERS LP
CRD 160231
NJ$902.1MPershing
B54RICHMOND INVESTMENT SERVICES LLC
CRD 327451
WI$453.2M14LPL Financial
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8MRaymond James
B54SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298
WI$236.4M5LPL Financial
B54KULT WEALTH MANAGEMENT GROUP, LLC
CRD 126740
WI$135.1M1Charles Schwab
B54HIGH POINT WEALTH MANAGEMENT, LLC
CRD 147111
NJ$192.9M2Fidelity
B54STOLZER ROTHSCHILD LEVY LLC
CRD 169817
NJ$166.0M2Charles Schwab
B54SFI ADVISORS, LLC
CRD 287929
NJ$176.0M4Charles Schwab
B54HUDSON OAK WEALTH ADVISORY LLC
CRD 300218
NJ$133.9M1Charles Schwab
B53REEDMARK ADVISORS, LLC
CRD 173760
NJ$564.6M4E*Trade
B53COPPER BEECH FINANCIAL GROUP, LLC
CRD 313156
NJ$197.4M3E*Trade
B53SINDIA CAPITAL ADVISERS, LLC
CRD 333325
NJ$423.4M1E*Trade
B53AZNAR FINANCIAL ADVISORS, LLC
CRD 121388
NJ$169.6M6Charles Schwab
B53191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT
CRD 124288
NJ$150.1M1Fidelity
B53STEMBROOK ASSET MANAGEMENT, LLC
CRD 144116
NJ$147.5M2Charles Schwab
B53DAVIDSON WEALTH MANAGEMENT LLC
CRD 153227
NJ$172.4M3Charles Schwab
B53SUSTAINVEST ASSET MANAGEMENT, LLC
CRD 166685
NJ$137.4M1Charles Schwab
B53CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD 167513
WI$189.9M1LPL Financial
B53GRANITE FINANCIAL GROUP, LLC
CRD 168675
WI$186.2M2LPL Financial