ScoreFirmStateAUMAdvisorsCustodian
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab
C45AXIENT INVESTMENT ADVISORS LLC
CRD 336722
AL$454.0M13Pershing
C44ABG CONSULTANTS, LLC
CRD 131129
UT$697.4M4Charles Schwab
C44BANNER CAPITAL MANAGEMENT, LLC
CRD 326949
UT$527.2ME*Trade
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity
C44WASATCH INVESTMENT FUND MANAGER, LLC
CRD 325037
UT$254.6ME*Trade
C44BONAVENTURE CAPITAL, LLC
CRD 120780
AL$493.8M2Charles Schwab
C44VERITAS WEALTH MANAGEMENT, LLC
CRD 160600
UT$135.8M1
C44OLYMPUS PEAKS FINANCIAL, LLC
CRD 283040
UT$141.4M1
C44GENEROUSWEALTH, LLC
CRD 308263
SC$110.4M2
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88BWells Fargo
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9MFidelity
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity
C44BURRUS FINANCIAL SERVICES, INC.
CRD 141435
UT$240.7M2E*Trade
C44PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
UT$58.2M5Charles Schwab
C44PRESTIGE WEALTHWIDE, LLC
CRD 321789
UT$198.5M2Charles Schwab
C43COASTAL WEALTH ADVISORS, LLC
CRD 174574
SC$106.6M2
C43ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096
UT$630.5M4Charles Schwab
C43OAKWORTH ASSET MANAGEMENT, LLC
CRD 335388
AL$846.3M21E*Trade
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab
C42LIVET WEALTH, LLC
CRD 337826
UT$322.2M3Charles Schwab
C42MED VENTURE MANAGEMENT, LLC
CRD 335443
UT$495.2ME*Trade
C42ABACUS INVESTMENTS LLC
CRD 327805
AL$105.9ME*Trade
C42OAK ADVISORS, LLC
CRD 137192
SC$284.7M6Charles Schwab
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial
C42ALPHA WEALTH FUNDS, LLC
CRD 150231
UT$214.1M10Interactive Brokers
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C42THE NORDEN GROUP LLC
CRD 323988
UT$1.97B22Charles Schwab
C41LEFAVI WEALTH MANAGEMENT, INC.
CRD 104961
UT$445.0M3Charles Schwab
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade
C41ASHWORTH WEALTH, LLC
CRD 116950
UT$377.8M5Charles Schwab
C41WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD 162222
AL$257.5M2Charles Schwab
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7MWells Fargo
C41STEADMONT ADVISORS, LLC
CRD 328882
AL$430.7M4Fidelity
C41ARAGON FAMILY OFFICE LLC
CRD 337597
AL$112.0M2Charles Schwab
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James
C41ASILIA CREDIT INVESTMENTS, LLC
CRD 334981
UT$365.9ME*Trade
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street
C41CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747
UT$5.8M6Charles Schwab
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity
C41SG TRADING SOLUTIONS, LLC
CRD 322928
UT$911.7ME*Trade
C41KEEN CAPITAL, LTD
CRD 145023
SC$179.7M4Charles Schwab
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade
C41BREACH INLET CAPITAL MANAGEMENT, LLC
CRD 282056
SC$227.7M1Goldman Sachs
C41CAPASSO PLANNING PARTNERS LLC
CRD 294673
SC$274.2M2Charles Schwab
C41WFG CAPITAL ADVISORS, LLC
CRD 310008
AL$354.8M2Charles Schwab