ScoreFirmStateAUMAdvisorsCustodian
B55GENEVA FINANCIAL GROUP LLC
CRD 331944
NJ$233.7M1E*Trade
B55TSP CAPITAL MANAGEMENT GROUP, LLC
CRD 131889
NJ$553.3M2E*Trade
B55BPP WEALTH SOLUTIONS, LLC
CRD 166962
NJ$247.3M4Charles Schwab
B55SUSTAINABLE ADVISORS ALLIANCE LLC
CRD 312061
OK$234.8M8Charles Schwab
B55SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD 298315
NJ$454.2M5Charles Schwab
B55TEPLITZ FINANCIAL GROUP LLC
CRD 122038
NJ$131.7M1Charles Schwab
B55MELIORA CAPITAL, LLC
CRD 172367
OK$174.8M1Charles Schwab
B54NEW VERNON ADVISERS LP
CRD 160231
NJ$902.1MPershing
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8MRaymond James
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
B53EVEN HERD LLC
CRD 329728
OK$55.9ME*Trade
B53COPPER BEECH FINANCIAL GROUP, LLC
CRD 313156
NJ$197.4M3E*Trade
B53TRITON FINANCIAL GROUP, INC
CRD 309294
OK$258.7M2Charles Schwab
B53SINDIA CAPITAL ADVISERS, LLC
CRD 333325
NJ$423.4M1E*Trade
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James
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
B53COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170
OK$119.0M3Pershing
B53DAVIDSON WEALTH MANAGEMENT LLC
CRD 153227
NJ$172.4M3Charles Schwab
B53SUSTAINVEST ASSET MANAGEMENT, LLC
CRD 166685
NJ$137.4M1Charles Schwab
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial
B53BISON CAPITAL ADVISORS, LLC
CRD 306471
OK$250.0M2Fidelity
B53AEM ASSET MANAGEMENT, LLC
CRD 310360
NJ$117.9M2E*Trade
B52LUMIDA WEALTH MANAGEMENT LLC
CRD 323410
NJ$132.8M5Charles Schwab
B52FRIEDENTHAL FINANCIAL, LLC
CRD 150457
NJ$196.4M4Charles Schwab
B52ARCHAMBO FINANCIAL ADVISORS, INC.
CRD 129927
OK$163.1M7E*Trade
B52INVESTRUST CONSULTING, LLC
CRD 108037
OK$588.2M7Fidelity
B52NHWM LLC
CRD 328155
NJ$203.3M6Charles Schwab
B51ACCESS FINANCIAL RESOURCES INC.
CRD 109495
OK$410.6M7E*Trade
B5110ELMS LLP
CRD 323398
OK$120.6M4Charles Schwab
B51SEABRIDGE INVESTMENT ADVISORS LLC
CRD 108681
NJ$771.2M11Charles Schwab
B51DUMONT & BLAKE INVESTMENT ADVISORS LLC
CRD 109318
NJ$562.3M4Charles Schwab
B51GEREMIA FINANCIAL SERVICES, LLC
CRD 156504
NJ$132.2M5E*Trade
B51J M BROWN & ASSOCIATES, INC.
CRD 118427
OK$202.1M10Charles Schwab
B51G. DEWAYNE MCANALLY, LLC
CRD 118511
OK$170.1M3Charles Schwab
B51SUMMIT PLACE FINANCIAL ADVISORS,LLC
CRD 147984
NJ$300.4M4Charles Schwab
B50SPUR CAPITAL PARTNERS, LLC
CRD 115959
OK$879.9ME*Trade
B50GOOSE HOLLOW CAPITAL MANAGEMENT LLC
CRD 312912
NJ$41.0ME*Trade
C50BC ADVISORS, LLC
CRD 142982
NJ$4.73B6E*Trade
C50ZYNERGY RETIREMENT PLANNING
CRD 143861
NJ$173.0M5Charles Schwab
C50NATIVE AMERICAN FUND ADVISORS LLC
CRD 108149
OK$38.9M3Charles Schwab
C49XXEC INC
CRD 108886
OK$150.4M1Charles Schwab
C49WBI INVESTMENTS, LLC
CRD 106336
NJ$539.6M6Pershing
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3MFidelity
C49BUCKMAN ADVISORY GROUP LLC
CRD 131688
NJ$277.3M15E*Trade