ScoreFirmStateAUMAdvisorsCustodian
C42ALPHA WEALTH FUNDS, LLC
CRD 150231
UT$214.1M10Interactive Brokers
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C42THE NORDEN GROUP LLC
CRD 323988
UT$1.97B22Charles Schwab
C41LEFAVI WEALTH MANAGEMENT, INC.
CRD 104961
UT$445.0M3Charles Schwab
C41ASHWORTH WEALTH, LLC
CRD 116950
UT$377.8M5Charles Schwab
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7MWells Fargo
C41ASILIA CREDIT INVESTMENTS, LLC
CRD 334981
UT$365.9ME*Trade
C41CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747
UT$5.8M6Charles Schwab
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity
C41SG TRADING SOLUTIONS, LLC
CRD 322928
UT$911.7ME*Trade
C40LARSON WILLIAMS WEALTH ADVISORS, LLC
CRD 311414
UT$140.0M2
C40PETERSON WEALTH ADVISORS, LLC
CRD 146349
UT$829.7M13Charles Schwab
C39ZIONS CAPITAL ADVISORS, INC.
CRD 131308
UT$830.8M15E*Trade
C39COLAB CAPITAL, LLC
CRD 338182
UT$1.4M1Charles Schwab
C39MEDICUS WEALTH PLANNING, INC.
CRD 282904
UT$160.8M4Fidelity
C39TENCAP WEALTH COACHING, LLC
CRD 166130
UT$285.0M8Altruist
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity
C39THE PROFESSIONAL FINANCIAL COMPANY LLC
CRD 286419
UT$246.1M4Charles Schwab
C38HAYNIE WEALTH MANAGEMENT LLC
CRD 305852
UT$106.6M3
C38SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580
UT$94.7M9
C38STRATEGIC PLANNING GROUP, LLC
CRD 113844
UT$910.3M13Charles Schwab
C38KULTURA CAPITAL MANAGEMENT LP
CRD 327510
UT$244.7MMorgan Stanley
C38REACH WEALTH MANAGEMENT LLC
CRD 333710
UT$184.7M5Charles Schwab
C38IRON GATE GLOBAL ADVISORS, LLC
CRD 111177
UT$1.32B7Charles Schwab
C37AQUIRE WEALTH ADVISORS, LLC
CRD 149559
UT$504.0M10Charles Schwab
C37TANARA WEALTH MANAGEMENT LLC
CRD 340174
UT$06E*Trade
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James
C36SOLIDARITY CAPITAL MANAGEMENT, LLC
CRD 322596
UT$127.6M4E*Trade
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity
C36CIMARRON HEALTHCARE CAPITAL, LLC
CRD 282387
UT$532.7ME*Trade
C36REFINED WEALTH MANAGEMENT
CRD 169563
UT$210.9M5Charles Schwab
C35SUMMIT GLOBAL INVESTMENTS, LLC
CRD 157091
UT$2.29B50Charles Schwab
C35ATHOS PRIVATE WEALTH LLC
CRD 309862
UT$268.5M4Charles Schwab
C34BRIDGE NET LEASE FUND MANAGER LLC
CRD 316623
UT$843.3ME*Trade
C33PROVIDENT LIVING FINANCIAL SERVICES, INC.
CRD 282665
UT$158.1M3Charles Schwab
C33ECHELONS CAPITAL, LLC
CRD 325781
UT$174.4M2Charles Schwab
C33CANNON TINGEY INVESTMENT ADVISORS INC
CRD 107539
UT$477.7M2Charles Schwab
C33YOUR IA, LLC
CRD 338535
UT$106.6M21Charles Schwab
C32ASSOCIATION FINANCIAL SERVICES INC.
CRD 142205
UT$1.27B10E*Trade
C32HST VENTURES, LLC
CRD 317143
UT$551.1ME*Trade
C32OXFORD WEALTH MANAGEMENT LLC
CRD 332725
UT$109.6M2E*Trade
C31ALBION MANAGEMENT GROUP
CRD 105957
UT$2.01B17Charles Schwab
C31LEP MANAGEMENT LLC
CRD 173481
UT$585.2ME*Trade
C31PHYSICIAN WEALTH ADVISORS, INC.
CRD 106043
UT$2.01B9Charles Schwab
C31GRANDEUR PEAK GLOBAL ADVISORS, LLC
CRD 158270
UT$3.80B16State Street
C31M3F, INC.
CRD 151191
UT$778.2M2E*Trade
C31HEALTHEQUITY ADVISORS, LLC
CRD 167105
UT$1.99B1E*Trade
C30TOWNSQUARE CAPITAL, LLC
CRD 288576
UT$18.07B18Charles Schwab
C30AEGIS WEALTH GROUP, LLC
CRD 222515
UT$247.7M21Fidelity
C30E6 PORTFOLIOS
CRD 326617
UT$239.4M3Fidelity