ScoreFirmStateAUMAdvisorsCustodian
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab
B57SIMCOE CAPITAL, LLC
CRD 121505
WA$109.4M3E*Trade
B5744 WEALTH MANAGEMENT LLC
CRD 309647
OR$487.4M4Fidelity
B57P3 ASSET MANAGEMENT, LLC
CRD 327327
WA$40.3ME*Trade
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab
B57FULCRUM WEALTH ADVISORS, LLC
CRD 169277
WA$208.0M3Charles Schwab
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56WEINAND FINANCIAL, INC.
CRD 328590
WA$610.4M1Charles Schwab
B56S. R. SCHILL & ASSOCIATES, INC.
CRD 105864
WA$143.1M3Charles Schwab
B56SMART PORTFOLIOS, LLC
CRD 131342
WA$210.3M4Charles Schwab
B56COLUMBIA RIVER ADVISORS, LLC
CRD 154571
WA$191.1M4Charles Schwab
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
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
B55NORTHWEST WEALTH ADVISORS, LLC
CRD 327641
WA$304.5M6LPL Financial
B55PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963
OR$122.2M1Charles Schwab
B55MOUNTAIN PACIFIC ADVISORS, LLC
CRD 151666
WA$484.3ME*Trade
B54ARCHON CAPITAL MANAGEMENT LLC
CRD 130499
WA$214.6M3Fidelity
B54SAPPHIRE STAR CAPITAL LLC
CRD 226665
WA$142.2M1Charles Schwab
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab
B54TENBRIDGE PARTNERS LLC
CRD 159378
OR$110.0M4Charles Schwab
B54SEATTLE WEALTH MANAGEMENT LLC
CRD 285877
WA$131.3M2Charles Schwab
B54MOULTON WEALTH MANAGEMENT, INC
CRD 304598
WA$159.7M3Charles Schwab
B54AVANTIA INVESTMENT SERVICES, LLC
CRD 307869
WA$119.1M3Charles Schwab
B54CAPITOL FAMILY OFFICE, INC.
CRD 312005
OR$136.1M2Charles Schwab
B54GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
CRD 318092
WA$117.1M2Charles Schwab
B54TRADEWINDS ASSET MANAGEMENT, LLC
CRD 323879
OR$135.1M3Charles Schwab
B54SAMARA INVESTMENT MANAGEMENT, LLC
CRD 336178
OR$123.0M2Charles Schwab
B53HFG ADVISORS, INC.
CRD 316446
WA$113.4M5Charles Schwab
B53DEFINED WEALTH MANAGEMENT, LLC
CRD 306779
OR$254.0M3Fidelity
B53JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
CRD 116667
WA$137.3M10Charles Schwab
B53BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD 160581
WA$142.9M1Charles Schwab
B53DLK INVESTMENT ADVISORS, LLC
CRD 328897
WA$140.7M2Charles Schwab
B53917 ADVISORY SERVICES LLC
CRD 331476
WA$167.5M3LPL Financial
B53ROOTED FINANCIAL GROUP, LLC
CRD 335302
OR$108.7M2Charles Schwab
B53SUNRISE FINANCIAL SERVICES LLC
CRD 325955
WA$151.2M3E*Trade
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
B52INVESTORS PORTFOLIO SERVICES LLC
CRD 117299
WA$238.8M3Charles Schwab
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab
B52PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD 171321
OR$235.4M3Charles Schwab