ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6ME*Trade
B64ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
IN$220.2M8E*Trade
B64MCMAHAN CAPITAL MANAGEMENT LLC
CRD 109140
IN$135.9M2E*Trade
B63THOMAS STORY AND SON LLC
CRD 148774
IN$328.2M2E*Trade
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial
B60CRF FINANCIAL GROUP
CRD 127388
IN$279.5M1E*Trade
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab
B55PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
IN$111.5M1
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3MCharles Schwab
B52ATLAS CAPITAL MANAGEMENT CORP
CRD 106107
IN$869.8M5E*Trade
B52QUANTUM FINANCIAL SERVICES INC.
CRD 121631
IN$730.9M2E*Trade
B52SYCAMORE FINANCIAL GROUP, INC.
CRD 14143
IN$787.4M6E*Trade
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles Schwab
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab
C49GREENLEAF FINANCIAL GROUP, LLC
CRD 137933
IN$175.2M2E*Trade
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab
C48CAPITAL CITIES INVESTMENTS
CRD 116185
IN$287.9M14Charles Schwab
C48TRADEWELL SECURITIES, LLC
CRD 332473
IN$275.8M5Charles Schwab
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing
C46STREET CAPITAL PARTNERS, LLC
CRD 309233
IN$238.9M4E*Trade