ScoreFirmStateAUMAdvisorsCustodian
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade
C41BREACH INLET CAPITAL MANAGEMENT, LLC
CRD 282056
SC$227.7M1Goldman Sachs
C41CAPASSO PLANNING PARTNERS LLC
CRD 294673
SC$274.2M2Charles Schwab
C40E & R WEALTH MANAGEMENT, LLC
CRD 171271
SC$104.8M2
C40JACKSON FINANCIAL SERVICES, LLC
CRD 132252
SC$498.1M2Charles Schwab
C40RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031
SC$281.0M4Fidelity
C39FUSION CAPITAL, LLC
CRD 154726
SC$492.3M4Charles Schwab
C39HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496
SC$266.2M3Raymond James
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade
C38TIDEHAVEN WEALTH, LLC
CRD 281814
SC$125.0M2
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab
C38FAMILY LEGACY, INC.
CRD 110945
SC$377.3M6Charles Schwab
C38PROSPERA FUNDS, INC.
CRD 331765
SC$4.6M1E*Trade
C38WILDES FINANCIAL STRATEGIES, INC
CRD 289496
SC$138.3M3Charles Schwab
C38ADVR, INC
CRD 318823
SC$126.8M3Altruist
C37360 FINANCIAL PARTNERS, LLC
CRD 169280
SC$206.5M3E*Trade
C37BURKETT FINANCIAL SERVICES, LLC
CRD 140168
SC$572.6M5Charles Schwab
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14BJPMorgan
C36HARDIN CAPITAL PARTNERS, LLC
CRD 153023
SC$447.8M1Charles Schwab
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49BE*Trade
C36GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015
SC$1.77B16Charles Schwab
C36IDLE HILL ADVISORS LLC
CRD 317040
SC$107.5M4
C36RESOLUTE CAPITAL, LLC
CRD 304558
SC$300.8M9Charles Schwab
C35MATCH GRADE ADVISORS, LLC
CRD 299181
SC$479.4M6Charles Schwab
C35HILTON HEAD CAPITAL PARTNERS, LLC
CRD 299375
SC$409.5M6Raymond James
C35BURGESS INVESTMENT GROUP, LLC
CRD 318698
SC$147.1M9
C33VOLOFIN CAPITAL MANAGEMENT (US) LLC
CRD 309922
SC$1.01BE*Trade
C33GOEPPER BURKHARDT LLC
CRD 127896
SC$380.3M3E*Trade
C33ABACUS PLANNING GROUP, INC.
CRD 107994
SC$2.16B15Charles Schwab
C33APRICUS WEALTH LLC
CRD 306239
SC$335.7M4Charles Schwab
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial
C32SAOS CAPITAL, LLC
CRD 159515
SC$239.1M3Fidelity
C32WEALTH MANAGEMENT ADVISORS, LLC
CRD 171260
SC$686.1M5Charles Schwab
C32OBJECTIVITY SQUARED, LLC
CRD 311052
SC$487.8M4Raymond James
C32INTENTIONAL, LLC
CRD 318570
SC$175.8M3Raymond James
C32BALLAST ROCK PRIVATE WEALTH LLC
CRD 322064
SC$405.7M8Charles Schwab
C31MORRIS FINANCIAL CONCEPTS, INC.
CRD 114862
SC$538.4M9Charles Schwab
C29GUNDERSON CAPITAL MANAGEMENT, LLC
CRD 140795
SC$395.8M2Charles Schwab
C29BCA PRIVATE WEALTH, INC.
CRD 140913
SC$317.3M5Charles Schwab
C29WEBSTERROGERS FINANCIAL ADVISORS, LLC
CRD 121006
SC$460.5M7Charles Schwab
C27MATTY AI INC.
CRD 317016
SC$39K1E*Trade
C27ALTRIARCH ASSET MANAGEMENT, LLC
CRD 328482
SC$349.1ME*Trade
C26HOBBS GROUP ADVISORS LLC
CRD 157274
SC$584.4M7Fidelity
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial
C26WEALTH INTELLIGENTLY NAVIGATED, LLC
CRD 340998
SC$02E*Trade
C25COLONIAL TRUST ADVISORS, INC.
CRD 110257
SC$1.85B15Fidelity
C25CURRAN FINANCIAL PARTNERS, LLC
CRD 281943
SC$749.4M16Charles Schwab
C25DISCIPLINE WEALTH SOLUTIONS, INC.
CRD 315846
SC$746.7M18Charles Schwab
C24GLOBAL FRONTIER INVESTMENTS, LLC
CRD 160105
SC$682.0MGoldman Sachs
C23SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
CRD 165306
SC$4.96B27Charles Schwab