ScoreFirmStateAUMAdvisorsCustodian
B53R.H. INVESTMENT GROUP, LLC
CRD 115994
AZ$238.5M1Charles Schwab
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James
B53WEALTH ENGINEERING, LLC
CRD 128549
AZ$171.0M1Charles Schwab
B53COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170
OK$119.0M3Pershing
B53BISON CAPITAL ADVISORS, LLC
CRD 306471
OK$250.0M2Fidelity
B53GREENBERG FINANCIAL GROUP
CRD 38747
AZ$406.9M6E*Trade
B52ARCHAMBO FINANCIAL ADVISORS, INC.
CRD 129927
OK$163.1M7E*Trade
B52COLE WEALTH MANAGEMENT, LLC
CRD 134509
AZ$181.1M4E*Trade
B52STABLEFORD CAPITAL LLC
CRD 173383
AZ$305.3M4E*Trade
B52INVESTRUST CONSULTING, LLC
CRD 108037
OK$588.2M7Fidelity
B52RIDGELINE WEALTH LLC
CRD 318258
AZ$172.8M4Charles Schwab
B51ACCESS FINANCIAL RESOURCES INC.
CRD 109495
OK$410.6M7E*Trade
B5110ELMS LLP
CRD 323398
OK$120.6M4Charles Schwab
B51WINDSOR CAPITAL MANAGEMENT, LLC
CRD 116593
AZ$703.4M5Charles Schwab
B51J M BROWN & ASSOCIATES, INC.
CRD 118427
OK$202.1M10Charles Schwab
B51G. DEWAYNE MCANALLY, LLC
CRD 118511
OK$170.1M3Charles Schwab
B51CYPRESS ADVISORY GROUP, LLC
CRD 172113
AZ$152.7M3Charles Schwab
B51INTRINSIC WEALTH COUNSEL, INC.
CRD 105022
AZ$344.7M3Charles Schwab
B51HARMONY ASSET MANAGEMENT LLC
CRD 116069
AZ$462.5M7E*Trade
B50SPUR CAPITAL PARTNERS, LLC
CRD 115959
OK$879.9ME*Trade
B50FOOTHILLS ADVISORS, LLC
CRD 298408
AZ$128.5M3Charles Schwab
B50AMPLIFY FINANCIAL, LLC
CRD 325721
AZ$230.7M4Charles Schwab
C50FINANCIAL DIRECTIONS LLC
CRD 108475
AZ$737.8M3Fidelity
C50NATIVE AMERICAN FUND ADVISORS LLC
CRD 108149
OK$38.9M3Charles Schwab
C49XXEC INC
CRD 108886
OK$150.4M1Charles Schwab
C49SLT HOLDINGS LLC
CRD 328450
AZ$230.3M4Charles Schwab
C49THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
CRD 165183
AZ$309.3M2LPL Financial
C49ALPHA FIDUCIARY, INC.
CRD 144720
AZ$114.0M2Equity Trust
C49TOTAL INVESTMENT MANAGEMENT, INC.
CRD 108818
AZ$1.35B10Charles Schwab
C49DRAWBRIDGE CAPITAL, LLC
CRD 128636
OK$224.6M6E*Trade
C49XCELLERANT VENTURES, LLC
CRD 319671
AZ$26.0ME*Trade
C48LONGBOW ASSET MANAGEMENT
CRD 126193
OK$134.4M2Charles Schwab
C48SERAPH CAPITAL ASSOCIATES, LLC
CRD 165754
OK$90.3MCharles Schwab
C47TRIBECA FINANCIAL, LLC
CRD 113245
AZ$248.3M6Charles Schwab
C47FORTRESS FINANCIAL SOLUTIONS, LLC
CRD 143969
AZ$142.0M7Charles Schwab
C47REDSTONE WEALTH MANAGEMENT, LLC
CRD 311525
OK$187.7M4Charles Schwab
C47VIGILARE WEALTH MANAGEMENT LLC
CRD 157663
AZ$330.9M4Charles Schwab
C47ACCORDANT INVESTMENTS LLC
CRD 325678
AZ$186.4M3E*Trade
C47SCOTTSDALE WEALTH PLANNING, INC.
CRD 169248
AZ$171.5M2Charles Schwab
C47JM2 CAPITAL INC.
CRD 292351
OK$238.4M3Charles Schwab
C46TOM JOHNSON INVESTMENT MANAGEMENT, LLC
CRD 104511
OK$1.63B6Fidelity
C46CLAREMONT CAPITAL MANAGEMENT, LLC
CRD 155189
AZ$843.9M2Charles Schwab
C46HUGHES WARREN, INC.
CRD 145570
OK$220.5M2Fidelity
C46ARBOR WEALTH MANAGEMENT, LLC
CRD 168774
AZ$138.1M2Charles Schwab
C46DEGREEN PRIVATE WEALTH, LLC
CRD 332192
AZ$132.8M1Charles Schwab
C45ACRYLIC FINANCIAL, INC.
CRD 288263
AZ$73.5M21Charles Schwab
C45KEY GROUP MANAGEMENT, INC.
CRD 146054
AZ$303.8M8Charles Schwab
C45STONECREST WEALTH MANAGEMENT, INC
CRD 311404
AZ$375.8M3Raymond James
C45OLISTICO WEALTH, LLC
CRD 315028
OK$371.5M4Pershing
C45CHAPPELWOOD FINANCIAL SERVICES CORP.
CRD 134318
OK$113.1M3