ScoreFirmStateAUMAdvisorsCustodian
B61WYZE WEALTH ADVISORS, LLC
CRD 329413
PA$264.5M3Charles Schwab
B60NESTLERODE & LOY, INC.
CRD 2907
PA$199.1M4E*Trade
B60V3LIMITED LLC
CRD 169624
PA$122.4MFidelity
B59FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
CRD 113086
MN$52.2M1E*Trade
B59PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
CRD 294016
PA$61.2M3E*Trade
B59NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
CRD 328279
PA$659.8M2Charles Schwab
B59BRICK & KYLE ASSOCIATES INC
CRD 107771
PA$491.7M5E*Trade
B59LIFEPLAN FINANCIAL, LLC
CRD 136981
MN$141.0M2Charles Schwab
B59COMPASS INVESTMENTS LLC
CRD 141323
PA$93.2M4Charles Schwab
B59COOMBS WEALTH ADVISORY, LLC
CRD 281132
PA$139.6M2Charles Schwab
B59MWM WEALTH ADVISORY, LLC
CRD 287705
MN$129.9M1Charles 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
B58FINANCIAL INTEGRITY ADVISORS, LLC
CRD 130458
PA$3.96B1E*Trade
B58PF ADVISORS, LLC
CRD 277156
PA$238.4M1E*Trade
B58MARATHON STRATEGIC ADVISORS, LLC
CRD 117108
PA$182.7M1Charles Schwab
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B57ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CRD 147982
PA$116.4M4Fidelity
B57KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418
MN$191.4M3Charles Schwab
B57ALL STAR FINANCIAL LLC
CRD 323765
MN$881.7M5Charles Schwab
B57ATTINGER, LLC
CRD 311772
PA$394.5MCharles Schwab
B57NORDWAND ADVISORS, LLC
CRD 322936
PA$3.97B8Charles Schwab
B57TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
MN$293.4M2Charles Schwab
B57MB, LEVIS & ASSOCIATES,LLC
CRD 164197
PA$411.6M2Charles Schwab
B57TOWER BRIDGE ADVISORS, INC.
CRD 115700
PA$1.49B6Goldman Sachs
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
B56MINERVA ADVISORS LLC
CRD 161408
PA$321.0ME*Trade
B56CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590
MN$358.7ME*Trade
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
B54ACUMEN FINANCIAL ADVISORS, LLC
CRD 152748
MN$465.2M1E*Trade
B54UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
CRD 166742
PA$258.7M4Charles Schwab
B54NORDWAND INVESTMENTS, LLC
CRD 323829
PA$44.7M2E*Trade
B54NORTHERN PACIFIC GROUP, L.P.
CRD 299012
MN$58.6ME*Trade
B54TREBUCHET CONSULTING, LLC
CRD 166645
PA$1.08B4Fidelity
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab
B54WALSKY INVESTMENT MANAGEMENT INC
CRD 106991
PA$130.2M2Charles Schwab