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2,199 firms
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ScoreFirmStateAUMAdvisorsCustodian
A87SILVER LAKE CAPITAL PARTNERS LLC
CRD 329997
TX$211.5M1Raymond James→
A84STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146775
TX$134.6M1E*Trade→
A83HINSDALE ASSOCIATES, INC.
CRD 108293
IL$120.1M—E*Trade→
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab→
A76CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
TX$228.5M4Fidelity→
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity→
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab→
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab→
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab→
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial→
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity→
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity→
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab→
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab→
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab→
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab→
A72VERSATILE CAPITAL MANAGEMENT L.L.C.
CRD 173611
IL$130.1M2—→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity→
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab→
A70ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809
AZ$240.2M1E*Trade→
A70DIESSLIN GROUP, INC.
CRD 110557
TX$696.3M5Charles Schwab→
A69BRUCE & CO INC
CRD 104735
IL$379.5M1E*Trade→
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab→
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab→
A68GRACE CAPITAL MANAGEMENT, LLC
CRD 150054
TX$108.7M2Fidelity→
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab→
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab→
A67TRUEMAN BROWN, LLC
CRD 141602
IL$196.1M1E*Trade→
A67THE CATALYST GROUP, INC.
CRD 333740
TX$199.4M—E*Trade→
A67STRATEGIC ADVISORY SERVICES, L.L.C.
CRD 108706
TX$184.9M4E*Trade→
A67RPS RETIREMENT PLAN ADVISORS
CRD 319220
TX$336.3M4Charles Schwab→
A66BIRNAM WOOD CAPITAL, LLC
CRD 269897
TX$106.1M1Charles Schwab→
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab→
A66STAVIS WEALTH TRANSFER SOLUTIONS, LLC
CRD 328185
TX$148.1M4Fidelity→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade→
A66UNCOMMON EQUITY LLC
CRD 314936
IL$198.8M—E*Trade→
A65MONEY MANAGERS, INC.
CRD 104529
TX$146.6M3Charles Schwab→
A65HILLSPRING FINANCIAL, INC.
CRD 113938
AZ$186.0M10Charles Schwab→
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing→
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab→
A65THE WEALTH COACH, LLC
CRD 144588
TX$219.6M3Pershing→
A65IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
AZ$140.8M2Charles Schwab→
A65OPUS FINANCIAL SOLUTIONS LLC
CRD 282311
IL$150.8M3Charles Schwab→
A65BONDURANT INVESTMENT ADVISORY, LLC
CRD 297290
IL$111.1M3Charles Schwab→
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity→
B65MASTERPIECE CAPITAL, LLC
CRD 290075
TX$124.9M1E*Trade→
B65AWH CAPITAL, L.P.
CRD 146740
TX$147.6M1E*Trade→
B65DYNAMIC WEALTH ADVISORS
CRD 169792
AZ$140.1M4Charles Schwab→