ScoreFirmStateAUMAdvisorsCustodian
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab
B58CAPITAL ASSET MANAGEMENT, INC.
CRD 120597
OH$199.5M2Fidelity
B58INFINITY WEALTH COUNSEL, LLC
CRD 171959
OH$151.9M2Charles Schwab
B58SIGNATURE EQUITY PARTNERS, LLC
CRD 327455
OH$330.6M31Charles Schwab
B57DEMMING FINANCIAL SERVICES CORP.
CRD 120106
OH$675.7M5Charles Schwab
B57KEIDAN FINANCIAL CONSULTANTS LLC
CRD 108093
OH$574.9M2Pershing
B57FIRST MASON FINANCIAL, LLC
CRD 145025
OH$185.7M1Charles Schwab
B57FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
CRD 291484
OH$193.4M2Charles Schwab
B57KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811
OH$299.1M2Raymond James
B57RETIREMENT PLANS, INC.
CRD 286214
OH$224.9M1E*Trade
B57ALCYON WEALTH ADVISORS, LLC
CRD 334909
OH$356.5M3Fidelity
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B56MIAMI VALLEY PORTFOLIO MANAGEMENT INC
CRD 106389
OH$218.6M4E*Trade
B55VANWEELDEN WEALTH MANAGEMENT, LLC
CRD 290308
OH$136.5M3Charles Schwab
B55FUTURE FINANCES INC
CRD 105190
OH$304.6M2E*Trade
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55T.T.G. FINANCIAL, INC.
CRD 129004
OH$194.0M8Charles Schwab
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B55WARTHER PRIVATE WEALTH, LLC
CRD 125145
OH$371.3M2Charles Schwab
B55M.K. BROWN WEALTH ADVISORY, LLC
CRD 121269
OH$165.5M1Raymond James
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab
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
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab
B52FC WEALTH SOLUTIONS LLC
CRD 286381
OH$101.0M4Fidelity
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab
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
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3ME*Trade