ScoreFirmStateAUMAdvisorsCustodian
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity
B5744 WEALTH MANAGEMENT LLC
CRD 309647
OR$487.4M4Fidelity
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B57KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418
MN$191.4M3Charles Schwab
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab
B57ALL STAR FINANCIAL LLC
CRD 323765
MN$881.7M5Charles Schwab
B57TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
MN$293.4M2Charles Schwab
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B56CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590
MN$358.7ME*Trade
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1
B55ENCOMPASS WEALTH ADVISORS, LLC
CRD 170807
OR$472.8M4E*Trade
B55FAIRCHILD CAPITAL LLC
CRD 298428
OR$102.8M1
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55GRANGE CAPITAL, LLC
CRD 131699
OR$217.2M4Charles Schwab
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B55PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963
OR$122.2M1Charles Schwab
B54ACUMEN FINANCIAL ADVISORS, LLC
CRD 152748
MN$465.2M1E*Trade
B54NORTHERN PACIFIC GROUP, L.P.
CRD 299012
MN$58.6ME*Trade
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab
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
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab
B52EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
OR$808.9MPershing
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab
B52PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD 171321
OR$235.4M3Charles Schwab
B52NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC
CRD 173350
MN$58.6ME*Trade
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab
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