ScoreFirmStateAUMAdvisorsCustodian
B57TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
MN$293.4M2Charles Schwab
B56STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD 332731
WI$168.2M3E*Trade
B56ELITE WEALTH MANAGEMENT, INC.
CRD 333159
WI$161.4M4Charles Schwab
B56CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590
MN$358.7ME*Trade
B55FINANCIAL STRATEGIES, INC.
CRD 113097
WI$149.8M10Charles Schwab
B55BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048
WI$197.6M3Charles Schwab
B55H. C. DENISON CO.
CRD 1628
WI$310.0M4E*Trade
B55SKYLANDS CAPITAL, LLC
CRD 131183
WI$746.5M2Goldman Sachs
B55GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260
WI$225.6M4Charles Schwab
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles Schwab
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade
B54ACUMEN FINANCIAL ADVISORS, LLC
CRD 152748
MN$465.2M1E*Trade
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab
B54NORTHERN PACIFIC GROUP, L.P.
CRD 299012
MN$58.6ME*Trade
B54BLACKHAWK CAPITAL PARTNERS, LLC
CRD 158020
WI$452.0M7Charles Schwab
B54RICHMOND INVESTMENT SERVICES LLC
CRD 327451
WI$453.2M14LPL Financial
B54SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298
WI$236.4M5LPL Financial
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab
B54KULT WEALTH MANAGEMENT GROUP, LLC
CRD 126740
WI$135.1M1Charles Schwab
B54WOLD FINANCIAL GROUP LLC
CRD 316409
MN$182.5M3Charles Schwab
B53SIIMPL, LLC
CRD 311048
MN$0E*Trade
B53CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD 167513
WI$189.9M1LPL Financial
B53GRANITE FINANCIAL GROUP, LLC
CRD 168675
WI$186.2M2LPL Financial
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7ME*Trade
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab
B52NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC
CRD 173350
MN$58.6ME*Trade
B52MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716
MN$198.9M1Charles Schwab
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7ME*Trade
B52PALISADE ASSET MANAGEMENT, LLC
CRD 136089
MN$1.27B7Charles Schwab
B52PALADIN WEALTH, LLC
CRD 288387
MN$196.2M7Charles Schwab
B51VPWM ADVISORS, LLC
CRD 167886
MN$326.6M15LPL Financial
B51MURPHY POHLAD ASSET MANAGEMENT LLC
CRD 109973
MN$639.7M4Charles Schwab
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab
B51ARCATAUR CAPITAL MANAGEMENT LLC
CRD 124663
WI$469.5M7Charles Schwab
B51SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD 125081
WI$159.6M2
B51BOULEVARD WEALTH MANAGEMENT, INC.
CRD 164423
MN$119.5M4
B50CAPITAL MANAGEMENT ASSOCIATES INC
CRD 105010
MN$1.88B15Charles Schwab
B50ADVANCED ADVISOR GROUP, LLC
CRD 140393
MN$10.9M50Fidelity
B50SYSTELLIGENCE, LLC
CRD 283582
MN$783.9M3E*Trade
B50DSG CAPITAL ADVISORS, LLC
CRD 332056
MN$780.3M7LPL Financial
B50SPEECE THORSON CAPITAL GROUP INC
CRD 106052
MN$469.0M5E*Trade
B50PEAK FINANCIAL CONSULTING, INC.
CRD 291860
MN$132.3M2Charles Schwab
B50RETIREMENT INCOME STRATEGIES, LLC
CRD 318052
WI$159.0M1Charles Schwab
B50ADVISORNET FINANCIAL, INC.
CRD 113074
MN$3.15B50Charles Schwab
C50DGV SOLUTIONS LP
CRD 174379
MN$944.4MNorthern Trust
C50AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
WI$541.5M4Charles Schwab
C50ECIO, INC.
CRD 301432
WI$395.6M5Charles Schwab
C50NORTHLAND CAPITAL MANAGEMENT, LLC
CRD 146452
MN$235.0M3E*Trade
C50FELTL ADVISORS, LLC
CRD 165244
MN$165.6M15E*Trade
C49PORTFOLIO DESIGN SERVICES, LLC
CRD 131506
WI$149.7M4Charles Schwab