ScoreFirmStateAUMAdvisorsCustodian
B54NVEST WEALTH STRATEGIES, INC.
CRD 139758
OH$236.7M3Charles Schwab
B54OAK ASSOCIATES LTD
CRD 108874
OH$1.78B3Charles Schwab
B53THE PRIVATE INVESTMENT GROUP, INC.
CRD 128876
OH$179.3M2Charles Schwab
B53VISION FINANCIAL MANAGEMENT, LLC
CRD 170003
OH$165.7M2LPL Financial
B53OELSCHLAGER INVESTMENTS LLC
CRD 306035
OH$93.3M1Charles Schwab
B53GRAVER CAPITAL MANAGEMENT, LLC
CRD 312515
OH$153.5M2Charles Schwab
B53HDA WEALTH MANAGEMENT, LLC
CRD 317346
OH$159.1M2Charles Schwab
B52FC WEALTH SOLUTIONS LLC
CRD 286381
OH$101.0M4Fidelity
B52VIKING PARTNERS ADVISORS, LLC
CRD 321989
OH$375.0ME*Trade
B52COMPASS FINANCIAL GROUP, INC.
CRD 130867
OH$148.8M2E*Trade
B52CREW CAPITAL MANAGEMENT, LTD.
CRD 125402
OH$235.4M7Charles Schwab
B52WORTHINGTON FINANCIAL PARTNERS LLC
CRD 312951
OH$153.7M3Charles Schwab
B51ARDENT CAPITAL MANAGEMENT, INC.
CRD 108264
OH$327.0M2E*Trade
B51FINANCIAL MANAGEMENT STRATEGIES, INC.
CRD 120818
OH$714.2M19Pershing
B51EMPEIRIA CAPITAL MANAGEMENT, LLC
CRD 285463
OH$339.4ME*Trade
B51FAMILY WEALTH ADVISORY GROUP, LLC
CRD 130595
OH$396.2M3Fidelity
B51HFG ADVISORS, INC.
CRD 282027
OH$426.7M5LPL Financial
B51BEACON ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 318651
OH$101.1M3
B51GATEPASS CAPITAL, LLC
CRD 329404
OH$299.1M3Charles Schwab
B50DEAN INVESTMENT ASSOCIATES, LLC
CRD 104635
OH$909.3M3Charles Schwab
B50CINTRIFUSE FUND MANAGEMENT, LLC
CRD 166973
OH$180.1ME*Trade
B50KIPLINGER INVESTMENT ADVISORS, LLC.
CRD 116726
OH$261.7M8Charles Schwab
B50LECLAIR WEALTH PARTNERS LLC
CRD 332827
OH$363.0M4Raymond James
C50FIRST FIDUCIARY INVESTMENT COUNSEL INC
CRD 111144
OH$565.5M4Charles Schwab
C50TACTICAL FUND ADVISORS, LLC
CRD 298049
OH$169.8M1E*Trade
C49SHUTTLEWORTH & COMPANY
CRD 121382
OH$173.0M2Charles Schwab
C49SYMPHONY FINANCIAL SERVICES, INC.
CRD 125058
OH$428.7M7LPL Financial
C49SAFE HARBOR WEALTH ADVISORS, LLC
CRD 284613
OH$167.2M2Charles Schwab
C49INDEPENDENCE WEALTH ADVISORS, LLC
CRD 306236
OH$210.3M4Charles Schwab
C49AXIM WEALTH MANAGEMENT LLC
CRD 319618
OH$127.2M5Charles Schwab
C49HENDLEY & CO INC
CRD 110465
OH$445.0M2Pershing
C49RESOLUTE WEALTH ADVISOR, INC.
CRD 290349
OH$293.8M3Charles Schwab
C49VIRTERA PARTNERS LLC
CRD 308187
OH$451.8M3Charles Schwab
C49TUDOR FINANCIAL, INC.
CRD 121495
OH$256.3M9E*Trade
C49HORAN WEALTH, LLC
CRD 333974
OH$1.47B22Charles Schwab
C49MEYER CAPITAL MANAGEMENT LLC.
CRD 106904
OH$190.8M2E*Trade
C49MUNN WEALTH MANAGEMENT, LLC
CRD 174414
OH$242.3M6E*Trade
C49CANOPY PARTNERS, LLC
CRD 324812
OH$869.0M3Charles Schwab
C48CLUTTERBUCK CAPITAL MANAGEMENT LLC
CRD 140082
OH$233.4MPershing
C482 KNIGHTS WEALTH MANAGEMENT, LLC
CRD 307238
OH$127.3M2Charles Schwab
C48KINETIC WEALTH INVESTMENT ADVISORS, LLC
CRD 311536
OH$214.5M3LPL Financial
C48S.C. THOMAS & ASSOCIATES, CPA, LLC
CRD 121666
OH$104.6M1
C48WEALTH DIMENSIONS FAMILY OFFICE, INC
CRD 266787
OH$625.9M7Fidelity
C48ANCORA ADVISORS LLC
CRD 124674
OH$4.61B10Fidelity
C48HAMILTON CAPITAL, LLC
CRD 109116
OH$4.94B50Charles Schwab
C47HARDING FINANCIAL GROUP, LLC
CRD 135731
OH$160.2M3Charles Schwab
C47FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
CRD 316955
OH$233.7M3Pershing
C47MEYER GATES FINANCIAL ADVISORS, INC
CRD 125046
OH$168.7M3Charles Schwab
C47BEACON FINANCIAL ADVISORY LLC
CRD 174334
OH$900.7M13Charles Schwab
C47CAMBRIDGE FINANCIAL GROUP, INC.
CRD 112254
OH$331.3M4Charles Schwab