ScoreFirmStateAUMAdvisorsCustodian
B61MAIN STREET INVESTMENT ADVISORS, LLC
CRD 146036
IL$250.3M3Fidelity
B61RIA SERVICES, LLC
CRD 281520
WI$276.1M2Charles Schwab
B60ACCESS FINANCIAL GROUP, INC.
CRD 33065
IL$302.3M5Raymond James
B60MITCHELL VAUGHT & TAYLOR INC
CRD 106160
IL$42.4ME*Trade
B60CHICAGO CAPITAL MANAGEMENT, LLC
CRD 175453
IL$202.8MGoldman Sachs
B60KINZIE CAPITAL PARTNERS LP
CRD 305445
IL$193.0ME*Trade
B60VALEO VENTURES MANAGEMENT, LLC
CRD 334181
IL$119.3ME*Trade
B59STERLING CAPITAL MANAGEMENT INC
CRD 106822
WI$296.9M2E*Trade
B59PRAIRIE RIVERS INVESTMENTS, LLC
CRD 288153
IL$249.3M3E*Trade
B59LANDOLT SECURITIES, INC.
CRD 28352
IL$105.6M33
B59FORTIS PORTFOLIO SOLUTIONS, LLC
CRD 314886
IL$140.0M1Charles Schwab
B59IRON FINANCIAL LLC
CRD 106682
IL$489.2M4Charles Schwab
B59DIBENEDETTO & ASSOCIATES LTD
CRD 108092
IL$333.1M3E*Trade
B59NEW ENGLAND RESEARCH & MANAGEMENT, INC.
CRD 110739
IL$285.2M3E*Trade
B59JOHN F SUBY WEALTH MANAGEMENT LLC
CRD 150824
WI$464.9M3E*Trade
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab
B59OMNI FINANCIAL LLC
CRD 314670
WI$116.9M1LPL Financial
B58CERTIFIED TAX SERVICE, INC.
CRD 110960
IL$313.9M4Charles Schwab
B58PERRITT CAPITAL MANAGEMENT INC
CRD 111623
IL$279.8MCharles Schwab
B58SOUTH GEORGIA CAPITAL, LLC
CRD 146765
IL$134.0M2Pershing
B58TETLEY INVESTMENTS, LLC
CRD 164130
IL$193.9M3Charles Schwab
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
B57WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
WI$251.2M2Charles Schwab
B57EASTGATE CAPITAL ADVISORS LLC
CRD 220511
IL$271.5M5Charles Schwab
B5744 WEALTH MANAGEMENT LLC
CRD 309647
OR$487.4M4Fidelity
B57WARNKE/NICHOLS LTD.
CRD 112181
WI$160.0M2Charles Schwab
B57GENEVA PARTNERS, LLC
CRD 130768
WI$423.6M9E*Trade
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab
B57MASUS FINANCIAL GROUP, LTD.
CRD 174339
IL$190.6M3LPL Financial
B56VIA IV INVESTMENTS, LLC
CRD 121992
IL$221.8M4E*Trade
B56STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD 332731
WI$168.2M3E*Trade
B56T2 ASSET MANAGEMENT, LLC
CRD 167714
IL$180.0M8Charles Schwab
B56KRUSE ASSET MANAGEMENT, LLC
CRD 143204
IL$146.2M3Charles Schwab
B56GLL INVESTORS, LLC
CRD 161830
IL$184.1ME*Trade
B56MONERE WEALTH MANAGEMENT, INC.
CRD 173076
IL$312.0M9E*Trade
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist
B56ELITE WEALTH MANAGEMENT, INC.
CRD 333159
WI$161.4M4Charles Schwab
B56VERMILLION FINANCIAL ADVISORS, INC.
CRD 119239
IL$386.7M6E*Trade
B55FINANCIAL STRATEGIES, INC.
CRD 113097
WI$149.8M10Charles Schwab
B55BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048
WI$197.6M3Charles Schwab
B55H. C. DENISON CO.
CRD 1628
WI$310.0M4E*Trade
B55ENCOMPASS WEALTH ADVISORS, LLC
CRD 170807
OR$472.8M4E*Trade
B55BENTLEY FINANCIAL GROUP, INC.
CRD 172474
IL$392.8M5E*Trade
B55FAIRCHILD CAPITAL LLC
CRD 298428
OR$102.8M1