ScoreFirmStateAUMAdvisorsCustodian
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6ME*Trade
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9ME*Trade
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2ME*Trade
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab
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
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3MCharles Schwab
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3ME*Trade
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab