ScoreFirmStateAUMAdvisorsCustodian
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab
B60MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
CRD 107396
VA$204.4M4E*Trade
B60LB PARTNERS LLC
CRD 309088
VA$191.3MInteractive Brokers
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab
B59C2C WEALTH MANAGEMENT, LLC
CRD 284148
AZ$179.8M1Charles Schwab
B59UNION CAPITAL COMPANY
CRD 110301
AZ$150.0M13Charles Schwab
B59STRATEGIC WEALTH PARTNERS LLC
CRD 336564
TN$101.7M2E*Trade
B59CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
VA$118.8M1Charles Schwab
B58HARREN EQUITY PARTNERS, LLC
CRD 158494
VA$201.4ME*Trade
B58WESTBOURNE INVESTMENTS, INC.
CRD 37499
VA$276.4M5Charles Schwab
B58BLEDSOE ASSET MANAGEMENT, LLC
CRD 145943
AZ$189.0M5Charles Schwab
B58LARRY MATHIS FINANCIAL PLANNING, L.L.C.
CRD 172858
AZ$212.8M5Charles Schwab
B58SPAHN WEALTH & RETIREMENT LLC
CRD 285932
AZ$181.4M1Charles Schwab
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James
B58SPECTRUM FINANCIAL INC
CRD 105618
VA$236.5M2E*Trade
B58INVESTMENT MANAGEMENT CORPORATION
CRD 107246
VA$191.2M3E*Trade
B58CHESAPEAKE INVESTMENT MANAGEMENT LLC
CRD 119010
VA$205.0M7E*Trade
B57RESQ INVESTMENT PARTNERS, LLC
CRD 169528
AZ$65.8ME*Trade
B571787FP INVESTMENT SERVICES, LLC
CRD 328273
VA$9.1ME*Trade
B57MEMPHIS CAPITAL MANAGEMENT, LLC
CRD 134522
TN$268.6M2E*Trade
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James
B57PRAVATI CAPITAL LLC
CRD 300435
AZ$173.7ME*Trade
B57SOLAS BIOVENTURES MANAGEMENT, LLC
CRD 322344
TN$165.0ME*Trade
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab
B57WEALTH MANAGEMENT SOLUTIONS, LLC
CRD 127517
AZ$172.6M3Charles Schwab
B57VORA WEALTH MANAGEMENT, PLLC
CRD 153559
AZ$74.8MCharles Schwab
B57WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057
VA$195.4M5Charles Schwab
B57SPIRIT WEST ADVISORS, LLC
CRD 285314
AZ$111.1M1Charles Schwab
B57THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
CRD 140551
AZ$538.8M1Charles Schwab
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab
B57BILTMORE WEALTH MANAGEMENT, LLC
CRD 151365
AZ$439.6M3Charles Schwab
B57NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676
TN$2.21B7E*Trade
B56FOREFRONT ASSET MANAGEMENT, LLC
CRD 281118
VA$136.9M3Raymond James
B56TAURUM RETIREMENT PARTNERS, LLC
CRD 282017
AZ$155.9M2Charles Schwab
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
B55WALL CAPITAL GROUP, INC.
CRD 105913
AZ$294.7M3Charles Schwab
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
B54ASCENT CAPITAL PARTNERS, LLC
CRD 291218
AZ$172.0M8JPMorgan
B54VANTAGE CONSULTING GROUP INC
CRD 105240
VA$241.7M8Folio Institutional