ScoreFirmStateAUMAdvisorsCustodian
B53HFG ADVISORS, INC.
CRD 316446
WA$113.4M5Charles Schwab
B53TRITON FINANCIAL GROUP, INC
CRD 309294
OK$258.7M2Charles Schwab
B53JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
CRD 116667
WA$137.3M10Charles Schwab
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James
B53COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170
OK$119.0M3Pershing
B53BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD 160581
WA$142.9M1Charles Schwab
B53BISON CAPITAL ADVISORS, LLC
CRD 306471
OK$250.0M2Fidelity
B53DLK INVESTMENT ADVISORS, LLC
CRD 328897
WA$140.7M2Charles Schwab
B53917 ADVISORY SERVICES LLC
CRD 331476
WA$167.5M3LPL Financial
B53SUNRISE FINANCIAL SERVICES LLC
CRD 325955
WA$151.2M3E*Trade
B52INVESTORS PORTFOLIO SERVICES LLC
CRD 117299
WA$238.8M3Charles Schwab
B52ARCHAMBO FINANCIAL ADVISORS, INC.
CRD 129927
OK$163.1M7E*Trade
B52MONSON WEALTH MANAGEMENT, INC.
CRD 169857
WA$149.5M1E*Trade
B52INVESTRUST CONSULTING, LLC
CRD 108037
OK$588.2M7Fidelity
B51ACCESS FINANCIAL RESOURCES INC.
CRD 109495
OK$410.6M7E*Trade
B5110ELMS LLP
CRD 323398
OK$120.6M4Charles Schwab
B51TRADEWINDS CAPITAL MANAGEMENT, LLC
CRD 145934
WA$727.3M8Charles Schwab
B51NORTHERN CAPITAL MANAGEMENT, INC.
CRD 111379
WA$526.7M10Charles Schwab
B51J M BROWN & ASSOCIATES, INC.
CRD 118427
OK$202.1M10Charles Schwab
B51G. DEWAYNE MCANALLY, LLC
CRD 118511
OK$170.1M3Charles Schwab
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab
B51GEVERS WEALTH MANAGEMENT, LLC
CRD 340092
WA$223.7M3
B51ALLIANT SECURITIES, INC.
CRD 7726
WA$300.0M9Charles Schwab
B50RAINIER INVESTMENT MANAGEMENT LLC
CRD 105556
WA$581.1ME*Trade
B50SPUR CAPITAL PARTNERS, LLC
CRD 115959
OK$879.9ME*Trade
B50CAPRIA VENTURES LLC
CRD 284129
WA$161.0MJPMorgan
C50OLIVER CAPITAL MANAGEMENT, LLC
CRD 127606
WA$505.5M1Charles Schwab
C50HOT CREEK CAPITAL, L.L.C.
CRD 162371
WA$135.7M1E*Trade
C50NATIVE AMERICAN FUND ADVISORS LLC
CRD 108149
OK$38.9M3Charles Schwab
C50R.L. EVANS CO. INC.
CRD 110699
WA$545.0M3Charles Schwab
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo
C49XXEC INC
CRD 108886
OK$150.4M1Charles Schwab
C49PALOUSE CAPITAL MANAGEMENT, INC.
CRD 104573
WA$408.5M4Charles Schwab
C49JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
CRD 109542
WA$442.7M2Charles Schwab
C49TIETON CAPITAL MANAGEMENT, LLC
CRD 135769
WA$314.0M2Charles Schwab
C49DRAWBRIDGE CAPITAL, LLC
CRD 128636
OK$224.6M6E*Trade
C49AERIE ADVISORY GROUP LLC
CRD 333610
WA$618.1M3Charles Schwab
C48LONGBOW ASSET MANAGEMENT
CRD 126193
OK$134.4M2Charles Schwab
C48SERAPH CAPITAL ASSOCIATES, LLC
CRD 165754
OK$90.3MCharles Schwab
C48THE FAUSER GROUP, LLC
CRD 282351
WA$314.5MCharles Schwab
C48FINANCIAL FREEDOM FOR DENTISTS LLC
CRD 301981
WA$165.6M3Charles Schwab
C48ILLUMINE INVESTMENT MANAGEMENT, LLC
CRD 311661
WA$215.2M3Charles Schwab
C48KAIROS CAPITAL MANAGEMENT, LLC
CRD 150342
WA$105.9M1
C48MIDDLETON & COMPANY
CRD 284996
WA$131.3M2Charles Schwab
C48SCHMIDT FINANCIAL MANAGEMENT, INC.
CRD 328247
WA$497.5M2Pershing
C47BARKER WEALTH MANAGEMENT, LLC
CRD 226768
WA$240.6M2Charles Schwab
C47UTA LLC
CRD 315427
WA$214.6M2Charles Schwab
C47HELIUM ADVISORS LLC
CRD 282356
WA$233.8M5Charles Schwab
C47REDSTONE WEALTH MANAGEMENT, LLC
CRD 311525
OK$187.7M4Charles Schwab
C47CAPITAL PLANNING, LLC
CRD 169470
WA$617.7M5Charles Schwab