ScoreFirmStateAUMAdvisorsCustodian
B57WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057
VA$195.4M5Charles Schwab
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab
B57NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676
TN$2.21B7E*Trade
B56FOREFRONT ASSET MANAGEMENT, LLC
CRD 281118
VA$136.9M3Raymond James
B56OMEGA WEALTH MANAGEMENT LLC
CRD 132580
VA$309.7M4E*Trade
B55COSEY FINANCIAL SERVICES, INC.
CRD 140175
TN$123.7M3Charles Schwab
B55SIMA WEALTH PARTNERS, LLC
CRD 159943
VA$156.7M5Charles Schwab
B55AGP FRANKLIN, LLC
CRD 331699
TN$247.1M3Raymond James
B55CARDINAL WEALTH ADVISORY, LLC
CRD 136659
TN$273.2M2E*Trade
B55HOGAN INVESTMENT COUNSEL, LLC
CRD 160186
TN$107.2M1
B55EMERGENT FINANCIAL SERVICES, LLC.
CRD 288434
VA$195.2M3E*Trade
B55INVESTMENT & RETIREMENT ADVISORS, LLC
CRD 131741
TN$138.6M2E*Trade
B55CLIO ASSET MANAGEMENT LLC
CRD 298041
VA$134.5M1Charles Schwab
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab
B54JUNO FINANCIAL GROUP LLC
CRD 336362
VA$541.9M7Charles Schwab
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
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James
B53JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636
TN$146.2M3Charles Schwab
B53MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD 147529
VA$522.1M5Pershing
B53THE NALLS SHERBAKOFF GROUP, LLC
CRD 168239
TN$337.1M3Charles Schwab
B53WILLS FINANCIAL GROUP, LLC
CRD 334431
VA$385.7M4Charles Schwab
B53BLONG FINANCIAL, LLC
CRD 164746
TN$202.0M2Charles Schwab
B53W ADVISORS LLC
CRD 168452
TN$244.9M2Charles Schwab
B53COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD 141348
TN$113.9M1Charles Schwab
B53TONE CAPITAL, LLC
CRD 285622
VA$118.3M3E*Trade
B52GEN CAP AMERICA, INC.
CRD 160042
TN$212.6ME*Trade
B51ALBRIGHT CAPITAL MANAGEMENT LP
CRD 133613
VA$49.8ME*Trade
B51TRUSCO INVESTMENT MANAGEMENT, LLC
CRD 285736
TN$107.0M2
B51REMORA CAPITAL MANAGEMENT, LLC
CRD 316160
TN$268.6ME*Trade
B51LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
CRD 127618
TN$106.8M2E*Trade
B51PLANROCK INVESTMENT MANAGEMENT, LLC
CRD 304803
TN$71.0M5E*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
B51TAYLOR FINANCIAL GROUP, INC.
CRD 116744
VA$410.0M4Pershing
B51ALLRIDGE WEALTH MANAGEMENT, P.C.
CRD 117249
VA$103.3M2
B51LECONTE WEALTH MANAGEMENT, LLC
CRD 168539
TN$346.8M7Charles Schwab
B50BELLARS HARRIS WEALTH MANAGEMENT, LLC
CRD 338986
VA$505.4M5Raymond James
B50OXFORD CAPITAL MANAGEMENT, INC.
CRD 118359
VA$170.0M2Charles Schwab
B50MISSION VALUE PARTNERS, LLC
CRD 153704
TN$303.2MState Street
C50STRATEGIC ADVISORY SERVICES, LLC
CRD 287984
TN$201.2M8LPL Financial
C50LEGACY WEALTH MANAGEMENT INC
CRD 108619
TN$2.66B16Charles Schwab
C50ATLANTIC UNION MUNICIPAL ADVISORS, INC
CRD 329425
VA$134.3M3E*Trade