ScoreFirmStateAUMAdvisorsCustodian
C47CHICKASAW CAPITAL MANAGEMENT, LLC
CRD 127398
TN$2.55B14U.S. Bank
C47CALDWELL ADVISORS, LLC
CRD 144408
TN$351.4M6LPL Financial
C46MARTIN & COMPANY, INC
CRD 108718
TN$1.65B6E*Trade
C461819 PARTNERS, LLC
CRD 326601
TN$207.1M1E*Trade
C46THOROUGHBRED FINANCIAL SERVICES, LLC
CRD 47893
TN$4.04B44E*Trade
C45EUDAIMONIA ASSET MANAGEMENT, LLC
CRD 299379
TN$246.9M1E*Trade
C45SHAYNE & JACOBS, LLC
CRD 109423
TN$429.5M2Charles Schwab
C45TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
CRD 113586
TN$277.3M1Charles Schwab
C45TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD 149101
TN$314.2MFidelity
C45DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD 286575
TN$144.9M3Raymond James
C44MCBREARTY CAPITAL MANAGEMENT INC
CRD 108972
TN$279.7M2Charles Schwab
C44EFINANCIAL ALLIANCE, LLC
CRD 161352
TN$291.9M4Charles Schwab
C44TIGEROAK MANAGEMENT, LLC
CRD 330640
TN$481.2M6E*Trade
C44BELLWETHER INVESTMENT GROUP, LLC
CRD 148114
TN$155.1M6Raymond James
C44J. MARK NICKELL & CO.
CRD 111635
TN$146.4M3Charles Schwab
C44DELTA ASSET MANAGEMENT, LLC
CRD 113688
TN$1.53B6Charles Schwab
C43IRONHORSE CAPITAL LLC
CRD 148572
TN$120.5M2E*Trade
C43MOON CAPITAL MANAGEMENT LLC
CRD 107612
TN$395.2MCharles Schwab
C43CRAVENS & COMPANY ADVISORS, LLC
CRD 130071
TN$311.1M3Charles Schwab
C43ROAN CAPITAL PARTNERS, LLC
CRD 293119
TN$152.0M4
C43FIELDER CAPITAL GROUP LLC
CRD 156737
TN$1.21B8Charles Schwab
C43MARSH WEALTH MANAGEMENT, LLC
CRD 282111
TN$182.3M3Charles Schwab
C43MALT PARTNERS MANAGEMENT LLC
CRD 337855
TN$36.3ME*Trade
C43GREENSVIEW WEALTH MANAGEMENT LLC
CRD 297321
TN$121.1ME*Trade
C42EVERGREEN ADVISORS, LLC
CRD 149861
TN$522.8M2Charles Schwab
C42VISIONARY HORIZONS, LLC
CRD 150483
TN$396.7M15Charles Schwab
C42SENTRY, LLC
CRD 150593
TN$2.33B3Charles Schwab
C42SOUTHERNSUN ASSET MANAGEMENT LLC
CRD 154572
TN$749.4M1E*Trade
C42WALNUT GROVE CAPITAL PARTNERS, LP
CRD 300721
TN$226.3ME*Trade
C42B. RILEY WEALTH ADVISORS, INC.
CRD 115927
TN$4.21B50Fidelity
C42ILS ADVISORY SERVICES, LLC
CRD 333054
TN$1.58BE*Trade
C42PRESERVER PARTNERS LLC
CRD 152356
TN$175.7MInteractive Brokers
C41COUNCILMARK ASSET MANAGEMENT, LLC
CRD 111748
TN$270.8MCharles Schwab
C41CALYDON CAPITAL, LLC
CRD 285485
TN$3.58B7Charles Schwab
C41ASHDON INVESTMENT MANAGEMENT, LLC
CRD 130180
TN$425.1M2E*Trade
C41WEALTH PRESERVATION ADVISORS, LLC
CRD 167518
TN$591.6M2Charles Schwab
C41COVE CAPITAL MANAGEMENT INC.
CRD 284649
TN$247.5ME*Trade
C41CALLAWAY CAPITAL MANAGEMENT, LLC
CRD 285709
TN$211.3MBNY Mellon
C41WMG FINANCIAL ADVISORS, LLC
CRD 285824
TN$693.8M15Charles Schwab
C41MRWM ADVISORS, LLC
CRD 288944
TN$431.7M3Raymond James
C41WORTHINGTON CAPITAL MANAGEMENT, LLC
CRD 305391
TN$41.2MU.S. Bank
C41VALOR FINANCIAL SERVICES, LLC
CRD 309377
TN$273.3M2Charles Schwab
C40INTEGRITY CAPITAL MANAGEMENT LLC
CRD 142693
TN$180.5M4E*Trade
C40RBG WEALTH ADVISORS LLC
CRD 319486
TN$154.8M4Charles Schwab
C40DECKER WEALTH MANAGEMENT, LLC
CRD 150094
TN$566.2M7Charles Schwab
C39CAPITAL SQUARE, LLC
CRD 286098
TN$449.9M11E*Trade
C39GUARDIAN WEALTH MANAGEMENT, LLC
CRD 118668
TN$411.1M5Charles Schwab
C39INNOVATIVE ADVISORY PARTNERS, LLC
CRD 156135
TN$352.1M5Charles Schwab
C38BROGAN FINANCIAL, INC.
CRD 133623
TN$577.0M6Charles Schwab
C38KAUFMAN HALL INVESTMENT MANAGEMENT, LLC
CRD 328876
TN$2.82BE*Trade