ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade
A70ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809
AZ$240.2M1E*Trade
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab
A68DRUM HILL CAPITAL, LLC
CRD 123359
CT$194.3M3E*Trade
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab
A67HERITAGE CAPITAL, LLC
CRD 127650
CT$146.9M3E*Trade
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*Trade
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity
A65HILLSPRING FINANCIAL, INC.
CRD 113938
AZ$186.0M10Charles Schwab
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab
A65IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
AZ$140.8M2Charles Schwab
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity
B65DYNAMIC WEALTH ADVISORS
CRD 169792
AZ$140.1M4Charles Schwab
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6ME*Trade
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab
B64SARATOGA CAPITAL MANAGEMENT, LLC
CRD 112021
AZ$138.8M1E*Trade
B64P.A.W. CAPITAL PARTNERS, LP
CRD 161094
CT$166.8MGoldman Sachs
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab
B63PROFOCUS, INCORPORATED
CRD 113954
AZ$156.5M14Charles Schwab
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1MFidelity
B63LBB HOLDING COMPANY LLC
CRD 282285
CT$199.5MJPMorgan
B63BCK CAPITAL MANAGEMENT LP
CRD 282798
CT$112.4MGoldman Sachs
B63BASELINE PARTNERS LLC
CRD 301762
AZ$75.3ME*Trade
B63CRUISER CAPITAL ADVISORS, LLC
CRD 168739
CT$104.4MPershing
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab
B63FINANCIAL LIFE PLANNERS LLC
CRD 129415
AZ$208.4M4Fidelity
B62LONGWALL INVESTMENT PARTNERS, LLC
CRD 324336
CT$428.2M3E*Trade
B62VISION INVESTMENT ADVISORS, LLC
CRD 109621
CT$137.4M9Charles Schwab
B62DOWLING FINANCIAL SERVICES, INC
CRD 155624
CT$179.3M2Fidelity
B62WILKINSON WEALTH MANAGEMENT, LLC
CRD 317741
AZ$164.7M2Charles Schwab
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab