ScoreFirmStateAUMAdvisorsCustodian
B54TENBRIDGE PARTNERS LLC
CRD 159378
OR$110.0M4Charles Schwab
B54CAPITOL FAMILY OFFICE, INC.
CRD 312005
OR$136.1M2Charles Schwab
B54WOLD FINANCIAL GROUP LLC
CRD 316409
MN$182.5M3Charles Schwab
B54TRADEWINDS ASSET MANAGEMENT, LLC
CRD 323879
OR$135.1M3Charles Schwab
B54SAMARA INVESTMENT MANAGEMENT, LLC
CRD 336178
OR$123.0M2Charles Schwab
B53DEFINED WEALTH MANAGEMENT, LLC
CRD 306779
OR$254.0M3Fidelity
B53SIIMPL, LLC
CRD 311048
MN$0E*Trade
B53ROOTED FINANCIAL GROUP, LLC
CRD 335302
OR$108.7M2Charles Schwab
B52HURLEY FINANCIAL GROUP, INC.
CRD 108983
OR$406.5M15E*Trade
B52EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
OR$808.9MPershing
B52PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD 171321
OR$235.4M3Charles Schwab
B52NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC
CRD 173350
MN$58.6ME*Trade
B52MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716
MN$198.9M1Charles Schwab
B52PALISADE ASSET MANAGEMENT, LLC
CRD 136089
MN$1.27B7Charles Schwab
B52PALADIN WEALTH, LLC
CRD 288387
MN$196.2M7Charles Schwab
B51VPWM ADVISORS, LLC
CRD 167886
MN$326.6M15LPL Financial
B51AUXIER ASSET MANAGEMENT LLC
CRD 107980
OR$946.1M6Charles Schwab
B51MURPHY POHLAD ASSET MANAGEMENT LLC
CRD 109973
MN$639.7M4Charles Schwab
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial
B51CWC ADVISORS, LLC
CRD 127739
OR$445.3M5Charles Schwab
B51BOULEVARD WEALTH MANAGEMENT, INC.
CRD 164423
MN$119.5M4
B50CAPITAL MANAGEMENT ASSOCIATES INC
CRD 105010
MN$1.88B15Charles Schwab
B50PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD 107777
OR$758.3M4Charles Schwab
B50ADVANCED ADVISOR GROUP, LLC
CRD 140393
MN$10.9M50Fidelity
B50SYSTELLIGENCE, LLC
CRD 283582
MN$783.9M3E*Trade
B50DSG CAPITAL ADVISORS, LLC
CRD 332056
MN$780.3M7LPL Financial
B50SPEECE THORSON CAPITAL GROUP INC
CRD 106052
MN$469.0M5E*Trade
B50PEAK FINANCIAL CONSULTING, INC.
CRD 291860
MN$132.3M2Charles Schwab
B50ADVISORNET FINANCIAL, INC.
CRD 113074
MN$3.15B50Charles Schwab
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James
C50DGV SOLUTIONS LP
CRD 174379
MN$944.4MNorthern Trust
C50NORTHLAND CAPITAL MANAGEMENT, LLC
CRD 146452
MN$235.0M3E*Trade
C50FELTL ADVISORS, LLC
CRD 165244
MN$165.6M15E*Trade
C49COPIA WEALTH MANAGEMENT, LLC
CRD 281873
OR$157.5M4Charles Schwab
C49WHITE PINE CAPITAL LLC
CRD 108417
MN$430.6M4Charles Schwab
C49GTS FINANCIAL, LLC
CRD 310222
MN$169.9M3Charles Schwab
C49TONKA CAPITAL PARTNERS, LLC
CRD 298336
MN$139.8M3Wells Fargo
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade
C49ALLODIUM INVESTMENT CONSULTANTS, LLC
CRD 135812
MN$576.8M5Charles Schwab
C49HUNTER STREET PARTNERS, LP
CRD 298142
MN$313.0MU.S. Bank
C48HIGHMARK WEALTH MANAGEMENT LLC
CRD 164790
MN$611.7M4E*Trade
C48PHILLIP JAMES CONSULTING CO.
CRD 168228
MN$222.1M2Charles Schwab
C48INMAN FINANCIAL SERVICES, INC.
CRD 297414
OR$197.5M3Charles Schwab
C48KURE ADVISORY, LLC
CRD 311320
MN$259.0M6Charles Schwab
C48WAGNER FINANCIAL, LLC
CRD 318448
OR$144.7M1Pershing
C48SOLPACIFIC, LLC
CRD 315184
MN$154.0ME*Trade
C48ACCREDITED INVESTOR SERVICES, LLC
CRD 148821
MN$591.0M10E*Trade
C48VESTMENT FINANCIAL LLC
CRD 168771
MN$304.3M13Charles Schwab
C48THE H GROUP, INC.
CRD 106801
OR$580.1MCharles Schwab
C48PANORAMIC CAPITAL PARTNERS LLC
CRD 331349
OR$392.7M6Charles Schwab