ScoreFirmStateAUMAdvisorsCustodian
B54VANTAGE CONSULTING GROUP INC
CRD 105240
VA$241.7M8Folio Institutional
B54MORRIS & WELLS WEALTH MANAGEMENT
CRD 162411
VA$987.9MCharles Schwab
B54PEAKVALLEY WEALTH, LLC
CRD 165542
VA$130.3M4Charles Schwab
B54DECISIONMAP WEALTH MANAGEMENT, LLC
CRD 328429
VA$363.4M4Charles Schwab
B54HENDERSON FINANCIAL GROUP LLC
CRD 333013
VA$136.4M3Charles Schwab
B54TENZING FINANCIAL LLC
CRD 335259
VA$231.1M3Charles Schwab
B54WELLINGTON CONSULTING SERVICES INC
CRD 105837
VA$1.69B9Charles Schwab
B53THE ITHAKA GROUP, LLC
CRD 146975
VA$572.1M3Charles Schwab
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3MCharles Schwab
B53MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD 147529
VA$522.1M5Pershing
B53WILLS FINANCIAL GROUP, LLC
CRD 334431
VA$385.7M4Charles Schwab
B53TONE CAPITAL, LLC
CRD 285622
VA$118.3M3E*Trade
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab
B51ALBRIGHT CAPITAL MANAGEMENT LP
CRD 133613
VA$49.8ME*Trade
B51THOMPSON DAVIS & CO., INC.
CRD 41353
VA$211.3M9E*Trade
B51REDMOND ASSET MANAGEMENT, LLC
CRD 138706
VA$537.2M2Charles Schwab
B51BROAD RUN INVESTMENT MANAGEMENT, LLC
CRD 165067
VA$681.8M5Charles Schwab
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing
B51TAYLOR FINANCIAL GROUP, INC.
CRD 116744
VA$410.0M4Pershing
B51ALLRIDGE WEALTH MANAGEMENT, P.C.
CRD 117249
VA$103.3M2
B50BELLARS HARRIS WEALTH MANAGEMENT, LLC
CRD 338986
VA$505.4M5Raymond James
B50OXFORD CAPITAL MANAGEMENT, INC.
CRD 118359
VA$170.0M2Charles Schwab
C50ATLANTIC UNION MUNICIPAL ADVISORS, INC
CRD 329425
VA$134.3M3E*Trade
C50BLUESTONE INVESTMENT MANAGER, LLC
CRD 296820
VA$144.8ME*Trade
C49ACTS FINANCIAL ADVISORS, LLC
CRD 325930
VA$126.5M2Charles Schwab
C49ARIA WEALTH PARTNERS, LLC
CRD 334270
VA$112.3M2Charles Schwab
C49RIVER CRESCENT ADVISORS, LLC
CRD 334629
VA$136.8M2Charles Schwab
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab
C49INTEGRATED FINANCIAL SOLUTIONS, INC.
CRD 112038
VA$303.3M8Pershing
C48BOWEN FINANCIAL SERVICES, LLC
CRD 116714
VA$191.0M3Charles Schwab
C488TH STREET INVESTMENTS, LLC
CRD 148727
VA$166.9M2Charles Schwab
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab
C48MASONRY CAPITAL MANAGEMENT, LLC
CRD 292664
VA$370.5M2Charles Schwab
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab
C48MIDATLANTIC CAPITAL MANAGEMENT, INC.
CRD 116524
VA$477.0M2E*Trade
C48BLUESTEM ASSET MANAGEMENT, LLC
CRD 158330
VA$1.29BE*Trade
C48PINE HARBOR WEALTH MANAGEMENT LLC
CRD 317352
VA$507.1M1Charles Schwab
C48COOK FINANCIAL DESIGNS, INC.
CRD 115241
VA$172.4M1Charles Schwab
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab
C47WEALTHWAY FINANCIAL ADVISORS
CRD 108824
VA$245.6M2Charles Schwab
C47MWA INVESTMENTS, LLC
CRD 156685
VA$250.4M1
C47WEST TOWER GROUP, LLC
CRD 323520
VA$142.0MGoldman Sachs
C47JOSS BROWN WEALTH ADVISORS GROUP LLC
CRD 324719
VA$162.4M5Charles Schwab
C47HOPWOOD FINANCIAL SERVICES, INC.
CRD 127927
VA$750.3M6Charles Schwab
C47CLARION WEALTH MANAGEMENT PARTNERS, LLC
CRD 334243
VA$394.8M4Charles Schwab
C47ARGO WEALTH ADVISORY, LLC
CRD 334041
VA$256.2M2Raymond James
C47NORTON CAPITAL MANAGEMENT, INC.
CRD 110398
VA$136.6M1Pershing
C47ALPHA FINANCIAL ADVISORS, LLC
CRD 116291
VA$218.3M5Charles Schwab
C47SPARK FINANCIAL ADVISORS, LLC
CRD 296914
VA$147.1M3Charles Schwab