ScoreFirmStateAUMAdvisorsCustodian
B55ENGLE CAPITAL MANAGEMENT, L.P.
CRD 178525
CT$492.4MGoldman Sachs
B55FINANCIAL DESIGN STUDIO, INC.
CRD 286686
IL$105.5M3Charles Schwab
B54LIZARD INVESTORS LLC
CRD 147284
IL$232.8MState Street
B54FIRST ANALYSIS CAPITAL MANAGEMENT LLC
CRD 161373
IL$186.2MJPMorgan
B54CENTERSTAR ASSET MANAGEMENT, LLC
CRD 289928
IL$138.6MGoldman Sachs
B54KATE CAPITAL LLC
CRD 329897
CT$206.8ME*Trade
B54LCM CAPITAL MANAGEMENT INC
CRD 111074
IL$403.0M8Charles Schwab
B54JOURNEY FINANCIAL GROUP, INC.
CRD 123565
IL$336.5M5Charles Schwab
B54CARTER FINANCIAL GROUP, INC.
CRD 301025
IL$382.2M5Charles Schwab
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
B54HEMSLEY ADVISORS, LTD.
CRD 106414
IL$638.1M4Charles Schwab
B54TAIKO PRIVATE WEALTH
CRD 329909
IL$514.8M2Charles Schwab
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3MCharles Schwab
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab
B54NORTH SHORE INVESTMENT CONSULTING LLC
CRD 131763
IL$170.5M1Fidelity
B54PEARSON CREEK CAPITAL MANAGEMENT LLC
CRD 160354
IL$284.8M1Charles Schwab
B54DILLOW WEALTH MANAGEMENT LLC
CRD 313192
IL$106.3M2Charles Schwab
B54INSIGHT SECURITIES, INC.
CRD 5611
IL$94.2M48E*Trade
B54DRAKE CAPITAL ADVISORS LLC
CRD 136716
CT$713.4MInteractive Brokers
B54SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543
IL$599.6M16LPL Financial
B53CAPITAL GAINS INC
CRD 111717
IL$166.6MCharles Schwab
B53SARISSA CAPITAL MANAGEMENT LP
CRD 167244
CT$298.3MMorgan Stanley
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab
B53ADVISORY RESEARCH INC
CRD 108254
IL$991.3M7Charles Schwab
B53MACK INVESTMENT SECURITIES, INC.
CRD 17643
IL$302.6M12E*Trade
B53GRANITE GROUP ADVISORS, LLC
CRD 127357
CT$829.6M2E*Trade
B53LIBERTY ASSET MANAGEMENT, INC.
CRD 135791
IL$172.7M3Fidelity
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab
B53BANTAMAC CAPITAL, LLC
CRD 307765
IL$224.7MCharles Schwab
B53CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.
CRD 157296
IL$203.9ME*Trade
B53FREMEN CAPITAL MANAGEMENT LP
CRD 334502
CT$157.3MGoldman Sachs
B53CONVEXITAS, LLC
CRD 315145
IL$151.3M4Charles Schwab
B53MADDEN FUNDS MANAGEMENT LTD.
CRD 110309
IL$217.9M3E*Trade
B52OXFORD GATE MANAGEMENT, LLC
CRD 297061
CT$90.9MU.S. Bank
B52BIRINYI ASSOCIATES, INC.
CRD 107169
CT$471.7ME*Trade
B52BCM CAPITAL MANAGEMENT LLC
CRD 337570
IL$126.3M2E*Trade
B52CYPRESS WEALTH MANAGEMENT, LLC
CRD 324524
IL$282.7MCharles Schwab
B52TRIVENI CAPITAL INVESTMENTS LP
CRD 325802
CT$300.9MGoldman Sachs
B52SAYBROOK WEALTH GROUP, INC.
CRD 317867
CT$292.1M1E*Trade
B52MEDIQUS ASSET ADVISORS INC
CRD 107694
IL$1.46B5Charles Schwab
B52KDM WEALTH MANAGEMENT INC.
CRD 152002
IL$112.2M3Charles Schwab
B52LANSDOWNE WEALTH MANAGEMENT, LLC
CRD 155422
CT$227.7M7Fidelity
B51PEBBLE VALLEY HOLDINGS, INC
CRD 145664
IL$129.5M2
B51YAKIRA CAPITAL MANAGEMENT, INC.
CRD 159398
CT$411.6ME*Trade
B51MOSAIC FI LLC
CRD 169670
IL$112.8M2
B51SAVOIR FAIRE CAPITAL MANAGEMENT, LP
CRD 306994
CT$389.5ME*Trade
B51PEMBERWICK INVESTMENT ADVISORS, LLC
CRD 149639
CT$173.7ME*Trade
B51SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255
IL$705.7M6Fidelity
B51RISKBRIDGE ADVISORS, LLC
CRD 310396
CT$898.3M10Charles Schwab