ScoreFirmStateAUMAdvisorsCustodian
B58RISLEY CAPITAL MANAGEMENT LLC
CRD 157271
MO$163.4M1Charles Schwab
B58THE WORLEY BANKS GROUP, LLC
CRD 306890
MO$184.3M2Charles Schwab
B58FLYOVER CAPITAL PARTNERS, LLC
CRD 173709
MO$147.6MCharles Schwab
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
B57WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
WI$251.2M2Charles Schwab
B57MONETARY MANAGEMENT GROUP INC
CRD 110284
MO$492.3M5E*Trade
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
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD 332731
WI$168.2M3E*Trade
B56BUILD ASSET MANAGEMENT, LLC
CRD 298354
MO$64.6M3Charles Schwab
B56ORION INVESTMENT CO
CRD 110867
MO$443.5M4E*Trade
B56ELITE WEALTH MANAGEMENT, INC.
CRD 333159
WI$161.4M4Charles Schwab
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B56CLAYTON FINANCIAL GROUP, LLC
CRD 226729
MO$793.8M3Charles Schwab
B55FINANCIAL STRATEGIES, INC.
CRD 113097
WI$149.8M10Charles Schwab
B55BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048
WI$197.6M3Charles Schwab
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1
B55H. C. DENISON CO.
CRD 1628
WI$310.0M4E*Trade
B55SARVER VROOMAN WEALTH ADVISORS LLC
CRD 332699
MO$452.2M4E*Trade
B55SKYLANDS CAPITAL, LLC
CRD 131183
WI$746.5M2Goldman Sachs
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260
WI$225.6M4Charles Schwab
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles Schwab
B55FORTIFY WEALTH, INC.
CRD 297433
MO$115.0M3Charles Schwab
B55TRUMAN WEALTH ADVISORS LLC
CRD 334752
MO$106.0M3Charles Schwab
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade
B54MID-AMERICAN WEALTH ADVISORY GROUP INC.
CRD 301621
MO$335.6M6Charles Schwab
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab
B54WILSQUARE CAPITAL LLC
CRD 296504
MO$171.2ME*Trade
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing
B54BLACKHAWK CAPITAL PARTNERS, LLC
CRD 158020
WI$452.0M7Charles Schwab
B54RICHMOND INVESTMENT SERVICES LLC
CRD 327451
WI$453.2M14LPL Financial
B54SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298
WI$236.4M5LPL Financial
B54DUNCKER, STREETT & CO., LLC
CRD 110828
MO$707.3M2Charles Schwab
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab
B54KULT WEALTH MANAGEMENT GROUP, LLC
CRD 126740
WI$135.1M1Charles Schwab
B54RLB FINANCIAL LLC
CRD 151778
MO$173.6M3Charles Schwab
B53R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
CRD 131804
MO$415.9M6E*Trade
B53THE YANKER GROUP, INC.
CRD 281364
MO$296.4M5LPL Financial
B53CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD 167513
WI$189.9M1LPL Financial
B53GRANITE FINANCIAL GROUP, LLC
CRD 168675
WI$186.2M2LPL Financial
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7ME*Trade
B53ESSEX RIDGE CAPITAL GROUP, LLC
CRD 145795
MO$146.3ME*Trade
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab
B52NUANCE INVESTMENTS, LLC
CRD 148534
MO$984.3M4Charles Schwab
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab