ScoreFirmStateAUMAdvisorsCustodian
B59CAPITAL FINANCIAL, LLC
CRD 122844
MD$159.4M2E*Trade
B59COMPASS INVESTMENTS LLC
CRD 141323
PA$93.2M4Charles Schwab
B59COOMBS WEALTH ADVISORY, LLC
CRD 281132
PA$139.6M2Charles Schwab
B58COMPREHENSIVE FINANCIAL PLANNING, INC.
CRD 110937
PA$419.3M6Charles Schwab
B58CHANCELLOR FINANCIAL GROUP LP
CRD 159563
PA$249.3M6Fidelity
B58PENNSYLVANIA CAPITAL MANAGEMENT INC.
CRD 107648
PA$848.6M5Charles Schwab
B58VERSA CAPITAL MANAGEMENT, L.P.
CRD 321934
PA$180.1MJPMorgan
B58GARDNER LEWIS ASSET MANAGEMENT LP
CRD 105033
PA$456.5M1Goldman Sachs
B58A. J. PERRY & COMPANY, INC.
CRD 107041
MD$108.8M1
B58FINANCIAL INTEGRITY ADVISORS, LLC
CRD 130458
PA$3.96B1E*Trade
B58PF ADVISORS, LLC
CRD 277156
PA$238.4M1E*Trade
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab
B58MARATHON STRATEGIC ADVISORS, LLC
CRD 117108
PA$182.7M1Charles Schwab
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles Schwab
B58RISK MANAGEMENT GROUP, LLC
CRD 122366
MD$200.5M6E*Trade
B57BNB WEALTH MANAGEMENT, LLC
CRD 107702
MD$264.6M4Raymond James
B57ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CRD 147982
PA$116.4M4Fidelity
B57WEALTHPLANS, LLC
CRD 311560
MD$219.6M1Raymond James
B57ATTINGER, LLC
CRD 311772
PA$394.5MCharles Schwab
B57NORDWAND ADVISORS, LLC
CRD 322936
PA$3.97B8Charles Schwab
B57MB, LEVIS & ASSOCIATES,LLC
CRD 164197
PA$411.6M2Charles Schwab
B57TOWER BRIDGE ADVISORS, INC.
CRD 115700
PA$1.49B6Goldman Sachs
B57CALVERT IMPACT ADVISORY SERVICES, LLC
CRD 326022
MD$197.8ME*Trade
B56CRESAP, INC.
CRD 25899
PA$339.0M17E*Trade
B56HERSHEY FINANCIAL ADVISERS, LLC
CRD 149907
PA$151.7M4E*Trade
B56ENGLEBERT FINANCIAL ADVISERS, LLC
CRD 300568
PA$156.6M3Charles Schwab
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab
B56MINERVA ADVISORS LLC
CRD 161408
PA$321.0ME*Trade
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo
B55TWIN CAPITAL MANAGEMENT INC
CRD 104748
PA$837.8ME*Trade
B55DREXEL MORGAN & CO.
CRD 151053
PA$607.0M2E*Trade
B55PERSIMMON CAPITAL MANAGEMENT, LP
CRD 334563
PA$368.5M3E*Trade
B55NVWM LLC
CRD 152301
PA$713.5M9Charles Schwab
B55OXFORD REAL ESTATE ADVISORS INC
CRD 107209
PA$116.9ME*Trade
B55INTEGRATED CAPITAL MANAGEMENT, INC.
CRD 149489
PA$232.4M5Charles Schwab
B55MORALIS TECHNOLOGIES, LLC
CRD 316221
PA$103.0M8Charles Schwab
B55SEQUINOX WEALTH MANAGEMENT, LLC
CRD 335246
PA$160.0M4Fidelity
B55BRYAN ADVISORY SERVICES, LLC
CRD 153659
PA$2.4M1E*Trade
B54UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
CRD 166742
PA$258.7M4Charles Schwab
B54NORDWAND INVESTMENTS, LLC
CRD 323829
PA$44.7M2E*Trade
B54RLJ EQUITY PARTNERS, LLC
CRD 162006
MD$109.1MNorthern Trust
B54TREBUCHET CONSULTING, LLC
CRD 166645
PA$1.08B4Fidelity
B54WALSKY INVESTMENT MANAGEMENT INC
CRD 106991
PA$130.2M2Charles Schwab
B54STEVEN G. BLUM AND ASSOCIATES, LLC
CRD 130807
PA$180.2M2Charles Schwab
B54YOFFE INVESTMENT MANAGEMENT, LLC
CRD 173454
PA$174.9M1Charles Schwab
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James
B54VERICREST PRIVATE WEALTH, LLC
CRD 311111
PA$137.8M2Charles Schwab
B54FLAX POND CAPITAL, LLC
CRD 324332
PA$222.3M2Fidelity
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James
B531801 ADMIN, LLC
CRD 157161
PA$180.1MJPMorgan