ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab
A71LEWIS FINANCIAL MANAGEMENT, LLC
CRD 116344
NC$338.7M3E*Trade
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab
A70INTERVEST LTD
CRD 104614
MD$247.0M2E*Trade
A70GLOBAL BROKERAGE SERVICES, INC.
CRD 37505
MD$137.3M10E*Trade
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James
A68THE ELLERSON GROUP INC
CRD 106658
MD$291.2M2E*Trade
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles Schwab
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab
B65EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
CRD 145420
MD$220.9M5E*Trade
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0MPershing
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6ME*Trade
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade
B62H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
NC$148.2M2Charles Schwab
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab
B60HATTERAS INVESTMENT PARTNERS, LP
CRD 170628
NC$114.8M5U.S. Bank
B60CRITERION AFRICA PARTNERS, INC
CRD 291386
MD$85.9ME*Trade
B60TUFTON CAPITAL MANAGEMENT, LLC
CRD 113543
MD$463.8M5E*Trade
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6MRaymond James
B60HARBER CAPITAL LLC
CRD 158939
NC$492.7MFidelity
B59POTOMAC ASSET MANAGEMENT CO INC
CRD 105730
MD$114.3M
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab
B59CAPITAL FINANCIAL, LLC
CRD 122844
MD$159.4M2E*Trade
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab
B59REH WEALTH ADVISORS LLC
CRD 153826
NC$110.5M1Charles Schwab
B59GRANADA WEALTH MANAGEMENT, LLC
CRD 285812
NC$171.4M1Charles Schwab
B58A. J. PERRY & COMPANY, INC.
CRD 107041
MD$108.8M1
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab
B58SOUND FINANCIAL MANAGEMENT, INC.
CRD 122670
NC$134.1M2Charles Schwab
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles Schwab
B58PASSPORT WEALTH MANAGEMENT LLC
CRD 297449
NC$115.3M2Charles Schwab
B58RISK MANAGEMENT GROUP, LLC
CRD 122366
MD$200.5M6E*Trade
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade