ScoreFirmStateAUMAdvisorsCustodian
B53HFG ADVISORS, INC.
CRD 316446
WA$113.4M5Charles Schwab
B53JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
CRD 116667
WA$137.3M10Charles Schwab
B53BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD 160581
WA$142.9M1Charles Schwab
B53DLK INVESTMENT ADVISORS, LLC
CRD 328897
WA$140.7M2Charles Schwab
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab
B53917 ADVISORY SERVICES LLC
CRD 331476
WA$167.5M3LPL Financial
B53SUNRISE FINANCIAL SERVICES LLC
CRD 325955
WA$151.2M3E*Trade
B52INVESTORS PORTFOLIO SERVICES LLC
CRD 117299
WA$238.8M3Charles Schwab
B52MONSON WEALTH MANAGEMENT, INC.
CRD 169857
WA$149.5M1E*Trade
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab
B51TRADEWINDS CAPITAL MANAGEMENT, LLC
CRD 145934
WA$727.3M8Charles Schwab
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab
B51NORTHERN CAPITAL MANAGEMENT, INC.
CRD 111379
WA$526.7M10Charles Schwab
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity
B51TYR CAPITAL ADVISORS, LLC
CRD 326208
KS$244.1ME*Trade
B51GEVERS WEALTH MANAGEMENT, LLC
CRD 340092
WA$223.7M3
B51ALLIANT SECURITIES, INC.
CRD 7726
WA$300.0M9Charles Schwab
B50RAINIER INVESTMENT MANAGEMENT LLC
CRD 105556
WA$581.1ME*Trade
B50CAPRIA VENTURES LLC
CRD 284129
WA$161.0MJPMorgan
C50RADEMACHER FINANCIAL, INC.
CRD 114067
KS$234.3M6Raymond James
C50OLIVER CAPITAL MANAGEMENT, LLC
CRD 127606
WA$505.5M1Charles Schwab
C50HOT CREEK CAPITAL, L.L.C.
CRD 162371
WA$135.7M1E*Trade
C50KOMPASS KAPITAL ADVISORS, LLC
CRD 335041
KS$116.6M1E*Trade
C509 STREAM CAPITAL PARTNERS LLC
CRD 340394
KS$73.9MGoldman Sachs
C50R.L. EVANS CO. INC.
CRD 110699
WA$545.0M3Charles Schwab
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo
C49PALOUSE CAPITAL MANAGEMENT, INC.
CRD 104573
WA$408.5M4Charles Schwab
C49JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
CRD 109542
WA$442.7M2Charles Schwab
C49TIETON CAPITAL MANAGEMENT, LLC
CRD 135769
WA$314.0M2Charles Schwab
C49M3SIXTY CAPITAL, LLC
CRD 323764
KS$28.7M3E*Trade
C49CABIN ADVISORS, LLC
CRD 312547
KS$220.2M15E*Trade
C49AERIE ADVISORY GROUP LLC
CRD 333610
WA$618.1M3Charles Schwab
C48THE FAUSER GROUP, LLC
CRD 282351
WA$314.5MCharles Schwab
C48FINANCIAL FREEDOM FOR DENTISTS LLC
CRD 301981
WA$165.6M3Charles Schwab
C48ILLUMINE INVESTMENT MANAGEMENT, LLC
CRD 311661
WA$215.2M3Charles Schwab
C48TFB ADVISORS, LLC
CRD 321870
KS$840.2M17Charles Schwab
C48KAIROS CAPITAL MANAGEMENT, LLC
CRD 150342
WA$105.9M1
C48SILVERHAWK CAPITAL PARTNERS, LLC
CRD 161678
KS$137.2ME*Trade
C48CASTLEBAR ASSET MANAGEMENT, LLC
CRD 162231
KS$122.5M3
C48ACCESS CAPITAL, LLC
CRD 327013
KS$105.6M1
C48MIDDLETON & COMPANY
CRD 284996
WA$131.3M2Charles Schwab
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial
C48SCHMIDT FINANCIAL MANAGEMENT, INC.
CRD 328247
WA$497.5M2Pershing
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity
C47BARKER WEALTH MANAGEMENT, LLC
CRD 226768
WA$240.6M2Charles Schwab
C47UTA LLC
CRD 315427
WA$214.6M2Charles Schwab
C47EVEREST WEALTH MANAGEMENT, LLC
CRD 133823
KS$237.4M1E*Trade
C47HELIUM ADVISORS LLC
CRD 282356
WA$233.8M5Charles Schwab
C47COLLABORATIVE PORTFOLIO MANAGEMENT, LLC
CRD 332929
KS$178.7M4E*Trade