ScoreFirmStateAUMAdvisorsCustodian
C30CROSS CREEK ADVISORS, LLC
CRD 165803
UT$1.35B4Morgan Stanley
C30ANDINA CAPITAL MANAGEMENT, LLC
CRD 151762
UT$1.26B10Charles Schwab
C29SANDLOT PRIVATE WEALTH LLC
CRD 335925
UT$305K2E*Trade
C29PETERSON PARTNERS, LLC
CRD 159450
UT$2.96BNorthern Trust
C29SWITCHPOINT FINANCIAL PLANNING LLC
CRD 282856
UT$367.1M3Charles Schwab
C29DIVERSIFY ADVISORY SERVICES, LLC
CRD 326060
UT$4.65B50Charles Schwab
C29ELYSIUM WEALTH MANAGEMENT, LLC
CRD 312068
UT$352.3M16Charles Schwab
C28KESLER, NORMAN & WRIDE, LLC
CRD 307667
UT$661.4M5Altruist
C28BLUE BARN WEALTH, LLC
CRD 107202
UT$317.1M8Charles Schwab
C28WEALTH NAVIGATION, LLC
CRD 140612
UT$446.3M8Charles Schwab
C28PLATFORM WEALTH MANAGEMENT, LLC
CRD 329313
UT$600.5M10Charles Schwab
C27LONE PEAK GLOBAL INVESTORS, LLC
CRD 153956
UT$598.4M6Charles Schwab
C27PROMONTORY FINANCIAL PLANNING, LLC
CRD 153666
UT$319.0M12E*Trade
C27SOLTIS INVESTMENT ADVISORS, LLC
CRD 154690
UT$12.04B50Charles Schwab
C27HAROLD W. DANCE INC.
CRD 1582
UT$158.0M8E*Trade
C26WASATCH ADVISORS LP
CRD 106081
UT$23.35B41E*Trade
C26PORTSIDE WEALTH GROUP, LLC
CRD 325175
UT$1.43B50Charles Schwab
C26NARUS FINANCIAL PARTNERS, LLC
CRD 173534
UT$559.0M5Fidelity
C26WEST RIM CAPITAL ASSOCIATES II, L.P.
CRD 145085
UT$1.66BE*Trade
C26DECKER RETIREMENT PLANNING INC.
CRD 284281
UT$359.9M11E*Trade
C25ADAMS WEALTH MANAGEMENT LLC
CRD 286087
UT$565.8M10Charles Schwab
C25TAYLOR DERRICK CAPITAL, L.L.C.
CRD 158016
UT$910.7M5E*Trade
C25SANDLOT PARTNERS, LLC
CRD 311409
UT$916.6ME*Trade
C24GO INVEST LLC
CRD 291884
UT$889.0M1E*Trade
C24MORETON ASSET MANAGEMENT, LLC
CRD 133417
UT$4.71BE*Trade
C24DRIVE WEALTH MANAGEMENT, LLC
CRD 174728
UT$1.50B17E*Trade
C23THE CYNOSURE GROUP
CRD 281399
UT$9.85B15Wells Fargo
C23DIVERSIFY WEALTH MANAGEMENT, LLC
CRD 329878
UT$4.11B50Charles Schwab
C22BRIDGE MULTIFAMILY FUND MANAGER LLC
CRD 159127
UT$49.30BMorgan Stanley
C22SUNDANCE BAY INVESTMENT MANAGER, LLC
CRD 301868
UT$2.09B1E*Trade
C22WEALTH MANAGEMENT CPAS, LLC
CRD 310096
UT$329.2M6Charles Schwab
C21VALUED WEALTH ADVISORS, LLC
CRD 316746
UT$369.7M6Charles Schwab
C21GARY M TSUJIMOTO
CRD 116238
UTE*Trade
C20CREWE ADVISORS LLC
CRD 173920
UT$3.05B26Charles Schwab
C20ALLIANCE WEALTH ADVISORS, LLC
CRD 314668
UT$552.0M9Charles Schwab
C20ELEVATED CAPITAL ADVISORS, LLC
CRD 226721
UT$499.1M21Fidelity
C20NEW MILLENNIUM GROUP, LLC
CRD 299249
UT$257.0M13Fidelity
C19SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
CRD 117750
UT$586.7M12Charles Schwab
C19SOLIDARITY WEALTH, LLC
CRD 315843
UT$704.2M9Pershing
C19TOWER ARCH CAPITAL, L.P.
CRD 169057
UT$2.12BE*Trade
C19KEYSTONE NATIONAL GROUP, LLC
CRD 142885
UT$2.50BWells Fargo
C18FLETCHER CAPITAL MANAGEMENT
CRD 153360
UT1Charles Schwab
C18THREE SEASONS WEALTH
CRD 326517
UT$1.23B7Charles Schwab
C17CAPITA FINANCIAL NETWORK, LLC
CRD 290558
UT$2.32B31Charles Schwab
C17DW MANAGEMENT SERVICES, L.L.C.
CRD 160555
UT$2.74BFolio Institutional
C16CASH FLOW INVESTMENT SERVICES LLC
CRD 114360
UT1Charles Schwab
C14GAARD CAPITAL LLC
CRD 332413
UT1E*Trade
C14LUNT CAPITAL MANAGEMENT INC.
CRD 125183
UT$601.5M3Charles Schwab
C12VANTAGE ADVISORS, LLC
CRD 153054
UTE*Trade
C11B.O.S.S. RETIREMENT ADVISORS, LLC
CRD 171143
UT$1.38B49Charles Schwab