ScoreFirmStateAUMAdvisorsCustodian
C49WBI INVESTMENTS, LLC
CRD 106336
NJ$539.6M6Pershing
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3MFidelity
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity
C49BUCKMAN ADVISORY GROUP LLC
CRD 131688
NJ$277.3M15E*Trade
C49WORTH VENTURE PARTNERS, LLC
CRD 168610
NJ$456.1MGoldman Sachs
C49VETERI PLACE CORPORATION
CRD 160664
NJ$150.7MPershing
C49SAIPH CAPITAL, LLC
CRD 312119
NJ$459.4M2Pershing
C49NAVIGATE FINANCIAL LLC
CRD 325945
UT$337.9M2Charles Schwab
C48PEGASUS GROUP, LLC
CRD 113499
NJ$91.3M2Charles Schwab
C48GCI FINANCIAL GROUP, INC.
CRD 124193
NJ$145.1M3Charles Schwab
C48MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.
CRD 125584
NJ$168.7M2Charles Schwab
C48PERSONAL FINANCIAL SOLUTIONS, LLC
CRD 129095
NJ$155.6M2Charles Schwab
C48TANDEM INVESTMENT PARTNERS, LLC
CRD 172309
NJ$200.2M3Charles Schwab
C48JRS WEALTH MANAGEMENT LLC
CRD 306294
UT$135.0M2
C48AHARA ADVISORS LLC
CRD 312385
NJ$185.4M2Charles Schwab
C48FIDUCIARY ADVISORS, LLC
CRD 104189
UT$520.2M1E*Trade
C48VICTORY ASSET MANAGEMENT CO., INC.
CRD 107203
NJ$102.5M5E*Trade
C48MD WEALTH ADVISORS INC
CRD 304595
NJ$105.2M1
C48VALHUM ASSET MANAGEMENT, LLC
CRD 323895
NJ$100.0ME*Trade
C48COVINGTON & ASSOCIATES, INC.
CRD 113357
NJ$308.2M2E*Trade
C48WASATCH VENTURE MANAGEMENT, LLC
CRD 326762
UT$337.3ME*Trade
C48HFM INVESTMENT ADVISORS, LLC
CRD 289103
NJ$404.1M7Charles Schwab
C48SYSTEMATIC FINANCIAL MANAGEMENT LP
CRD 106146
NJ$4.21B5Charles Schwab
C48VESTGEN INVESTMENT MANAGEMENT, LLC
CRD 118851
NJ$786.6M2Pershing
C48BARNEGAT FUND MANAGEMENT INC.
CRD 158347
NJ$803.4ME*Trade
C47ROUNDANGLE ADVISORS LLC
CRD 282178
NJ$215.5M2Charles Schwab
C47GENESIS FINANCIAL GROUP, LLC
CRD 327996
NJ$171.3M1Charles Schwab
C47SUN FINANCIAL, INC.
CRD 333404
UT$217.5M3Charles Schwab
C47PERIOPE, LC
CRD 144256
UT$177.2M3E*Trade
C47DIAMOND WEALTH MANAGEMENT, LLC
CRD 288603
UT$212.0M6Charles Schwab
C47TILSON FINANCIAL GROUP INC
CRD 110890
NJ$750.6M8Charles Schwab
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial
C47LEXINGTON CAPITAL MANAGEMENT LP
CRD 292364
NJ$153.4ME*Trade
C47BRAVIAS CAPITAL GROUP, LLC
CRD 289589
NJ$212.0M6Charles Schwab
C47ANCHORED FINANCIAL PLANNING LLC
CRD 336537
NJ$182.9M2Charles Schwab
C47LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973
NJ$187.7M2Fidelity
C46LORD ABBETT FIF ADVISOR LLC
CRD 332700
NJ$190.4ME*Trade
C46YORKVILLE AMERICA EQUITIES, LLC
CRD 336431
NJ$42.6ME*Trade
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial
C46NCM CAPITAL MANAGEMENT, LLC
CRD 151109
NJ$539.4M3Fidelity
C46LEATHERBACK INVESTMENTS LLC
CRD 299608
NJ$169.6M2Charles Schwab
C46HARDING LOEVNER LP
CRD 104543
NJ$32.06BState Street
C46BLUESHIFT ASSET MANAGEMENT, LLC
CRD 290637
NJ$694.4MGoldman Sachs
C46HILLCREST WEALTH ADVISORS - NY, LLC
CRD 126818
NJ$390.7M1Charles Schwab
C46QUANTUM CAPITAL MANAGEMENT, LLC
CRD 111083
NJ$1.00B1Charles Schwab
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo
C46RYAN HERITAGE, LLP
CRD 317097
NJ$18.8ME*Trade
C46MERCATOR MANAGEMENT (USA) LP
CRD 318911
NJ$297.6MJPMorgan
C45ONEX CREDIT ADVISOR, LLC
CRD 330076
NJ$417.8ME*Trade
C45AIGA CAPITAL PARTNERS LLC
CRD 311692
NJ$289.2ME*Trade