ScoreFirmStateAUMAdvisorsCustodian
C49MENDOTA FINANCIAL GROUP, LLC
CRD 136294
WI$254.2M5Charles Schwab
C49SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD 282632
WI$291.5M3Charles Schwab
C48RAMIAH INVESTMENT GROUP, INC.
CRD 130919
WI$283.3M4Pershing
C48CALCULATED WEALTH LLC
CRD 318985
WI$200.8M4Charles Schwab
C48BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD 168956
WI$252.1ME*Trade
C48MACCO FINANCIAL GROUP, INC.
CRD 337398
WI$277.8M4Raymond James
C48BERNICKE WEALTH MANAGEMENT, LTD.
CRD 335431
WI$887.4M12Charles Schwab
C47LIBERTY FINANCIAL GROUP, INC.
CRD 111272
WI$194.3M2Charles Schwab
C47MUELLER WEALTH, LLC
CRD 306943
WI$148.1M2Charles Schwab
C47WISCONSIN CAPITAL MANAGEMENT, LLC
CRD 110394
WI$256.6M2Charles Schwab
C46WISCONSIN WEALTH ADVISORS, LLC
CRD 145946
WI$157.6M3E*Trade
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab
C46CUSHING CAPITAL PARTNERS, LLC
CRD 313497
WI$274.7M2Wells Fargo
C46VERUS WEALTH MANAGEMENT, LLC
CRD 323130
WI$143.1M1Charles Schwab
C45BEADELL A D INVESTMENT COUNSEL INC
CRD 106946
WI$250.0M2Charles Schwab
C45NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179
WI$173.5M3Fidelity
C45PLUS GROUP WEALTH ADVISORS, LLC
CRD 300714
WI$158.9M4Charles Schwab
C45THE KIECKHEFER GROUP LLC
CRD 331128
WI$240.8M2Charles Schwab
C45MLG FUND MANAGER LLC
CRD 335692
WI$143.6ME*Trade
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9ME*Trade
C44BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD 143550
WI$699.2M6Charles Schwab
C44PARK CAPITAL MANAGEMENT, LLC
CRD 158965
WI$868.0M5Charles Schwab
C44GOLDSTEIN ADVISORS, LLC
CRD 323125
WI$1.08B10Charles Schwab
C44MORGAN-ALY WEALTH MANAGEMENT, LLC
CRD 328483
WI$105.3M2
C43PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CRD 154016
WI$115.5M3
C43YAHARA WEALTH MANAGEMENT LLC
CRD 168325
WI$112.0M2
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial
C43KOM WEALTH MANAGEMENT GROUP, LLC
CRD 142682
WI$407.8M6E*Trade
C42DENALI WEALTH MANAGEMENT, INC.
CRD 153323
WI$226.1M4Charles Schwab
C42COLLAR CAPITAL MANAGEMENT, LLC
CRD 152325
WI$176.3M4E*Trade
C41INTRINSIC INVESTORS LLC
CRD 111968
WI$129.4M3Charles Schwab
C41THOMPSON INVESTMENT MANAGEMENT, INC.
CRD 129609
WI$3.08B8Charles Schwab
C41BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
CRD 298155
WI$195.2ME*Trade
C41FRIEDLANDER & CO INC
CRD 105150
WI$564.8M1E*Trade
C41BKM WEALTH MANAGEMENT, LLC
CRD 323928
WI$651.8M6Wells Fargo
C41FIDUCIARY MANAGEMENT, INC.
CRD 109149
WI$11.36BCharles Schwab
C40HEARTLAND ADVISORS, INC.
CRD 29433
WI$1.92B15Charles Schwab
C40ENRICH FINANCIAL PARTNERS LLC
CRD 111234
WI$556.8M4Charles Schwab
C40RICHARDSON CAPITAL MANAGEMENT, LLC
CRD 130985
WI$582.2M10Charles Schwab
C40POEHLING CAPITAL MANAGEMENT, INC.
CRD 131668
WI$591.3M6Charles Schwab
C40HARBOUR INVESTMENTS, INC.
CRD 19258
WI$9.60B50E*Trade
C40BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
CRD 269982
WI$22.4ME*Trade
C40ENVISION FINANCIAL LLC
CRD 314365
WI$352.9M4Charles Schwab
C40WALLEYE PARTNERS LLC
CRD 333435
WI$276.7M3Charles Schwab
C39ENTASIS ASSET MANAGEMENT LLC
CRD 282711
WI$197.9M5Charles Schwab
C39CLF ASSET MANAGEMENT, INC.
CRD 284060
WI$146.9M5Charles Schwab
C39HOFF BROTHERS, LLC
CRD 301001
WI$177.5M3Charles Schwab
C39RETIREMENT WEALTH SOLUTIONS LLC
CRD 317253
WI$227.0M3Charles Schwab
C39THE MILWEALTH GROUP, LLC
CRD 108931
WI$496.9M5Charles Schwab
C39VESTURA, LLC
CRD 142926
WI$336.7M3E*Trade