ScoreFirmStateAUMAdvisorsCustodian
C42THE NORDEN GROUP LLC
CRD 323988
UT$1.97B22Charles Schwab
C41LEFAVI WEALTH MANAGEMENT, INC.
CRD 104961
UT$445.0M3Charles Schwab
C41ASHWORTH WEALTH, LLC
CRD 116950
UT$377.8M5Charles Schwab
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7MWells Fargo
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James
C41ASILIA CREDIT INVESTMENTS, LLC
CRD 334981
UT$365.9ME*Trade
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
C40LARSON WILLIAMS WEALTH ADVISORS, LLC
CRD 311414
UT$140.0M2
C40PETERSON WEALTH ADVISORS, LLC
CRD 146349
UT$829.7M13Charles Schwab
C40E & R WEALTH MANAGEMENT, LLC
CRD 171271
SC$104.8M2
C40JACKSON FINANCIAL SERVICES, LLC
CRD 132252
SC$498.1M2Charles Schwab
C40RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031
SC$281.0M4Fidelity
C39ZIONS CAPITAL ADVISORS, INC.
CRD 131308
UT$830.8M15E*Trade
C39COLAB CAPITAL, LLC
CRD 338182
UT$1.4M1Charles Schwab
C39MEDICUS WEALTH PLANNING, INC.
CRD 282904
UT$160.8M4Fidelity
C39FUSION CAPITAL, LLC
CRD 154726
SC$492.3M4Charles Schwab
C39TENCAP WEALTH COACHING, LLC
CRD 166130
UT$285.0M8Altruist
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity
C39THE PROFESSIONAL FINANCIAL COMPANY LLC
CRD 286419
UT$246.1M4Charles Schwab
C39HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496
SC$266.2M3Raymond James
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade
C38TIDEHAVEN WEALTH, LLC
CRD 281814
SC$125.0M2
C38HAYNIE WEALTH MANAGEMENT LLC
CRD 305852
UT$106.6M3
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab
C38SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580
UT$94.7M9
C38STRATEGIC PLANNING GROUP, LLC
CRD 113844
UT$910.3M13Charles Schwab
C38KULTURA CAPITAL MANAGEMENT LP
CRD 327510
UT$244.7MMorgan Stanley
C38FAMILY LEGACY, INC.
CRD 110945
SC$377.3M6Charles Schwab
C38PROSPERA FUNDS, INC.
CRD 331765
SC$4.6M1E*Trade
C38WILDES FINANCIAL STRATEGIES, INC
CRD 289496
SC$138.3M3Charles Schwab
C38ADVR, INC
CRD 318823
SC$126.8M3Altruist
C38REACH WEALTH MANAGEMENT LLC
CRD 333710
UT$184.7M5Charles Schwab
C38IRON GATE GLOBAL ADVISORS, LLC
CRD 111177
UT$1.32B7Charles Schwab
C37AQUIRE WEALTH ADVISORS, LLC
CRD 149559
UT$504.0M10Charles Schwab
C37360 FINANCIAL PARTNERS, LLC
CRD 169280
SC$206.5M3E*Trade
C37TANARA WEALTH MANAGEMENT LLC
CRD 340174
UT$06E*Trade
C37BURKETT FINANCIAL SERVICES, LLC
CRD 140168
SC$572.6M5Charles Schwab
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14BJPMorgan
C36HARDIN CAPITAL PARTNERS, LLC
CRD 153023
SC$447.8M1Charles Schwab
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49BE*Trade
C36GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015
SC$1.77B16Charles Schwab
C36IDLE HILL ADVISORS LLC
CRD 317040
SC$107.5M4
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James
C36RESOLUTE CAPITAL, LLC
CRD 304558
SC$300.8M9Charles Schwab