ScoreFirmStateAUMAdvisorsCustodian
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab
A80FINANCIALLY SPEAKING INC
CRD 106255
CO$164.8M1E*Trade
A79COLUMBIA BENEFITS, LLC
CRD 132261
CO$116.2M1E*Trade
A79MUTUAL FUND PROTECTION SERVICE
CRD 115961
CO$102.0M1Charles Schwab
A79SANCTUARY WEALTH ADVISORS LLC
CRD 285428
CO$191.5M2Pershing
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab
A74PETERSON FINANCIAL SERVICES LLC
CRD 106127
CO$124.0M1E*Trade
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2
A66THREE PEAKS CAPITAL MANAGEMENT, LLC
CRD 127402
CO$222.9ME*Trade
A66AGEMY WEALTH ADVISORS, LLC
CRD 218512
CO$130.5M3Charles Schwab
A65PEAK CAPITAL MANAGEMENT, LLC
CRD 141488
CO$165.2M4Charles Schwab
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial
A65HINCHLEY ADVISORY GROUP, LLC
CRD 157860
CO$193.1M1Charles Schwab
A65GILPIN WEALTH MANAGEMENT LLC
CRD 311336
CO$227.2M4Charles Schwab
B64ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
IN$220.2M8E*Trade
B64MCMAHAN CAPITAL MANAGEMENT LLC
CRD 109140
IN$135.9M2E*Trade
B63AMERICAN INVESTMENT ADVISORS INC
CRD 104579
WI$137.9MCharles Schwab
B63STARK RICHARD JOSEPH
CRD 107636
CO$426.1ME*Trade
B63THOMAS STORY AND SON LLC
CRD 148774
IN$328.2M2E*Trade
B63ACCELERATED WEALTH ADVISORS LLC
CRD 170022
CO$180.5M1Pershing
B62ATHENAINVEST ADVISORS LLC
CRD 146224
CO$80.4M4Charles Schwab
B62CENTRAL WEALTH MANAGEMENT LLC
CRD 293172
WI$136.8M1Charles Schwab
B62SYNERGY CAPITAL OF COLORADO LLC
CRD 334117
CO$98.8M2Fidelity
B62LASALLE INVESTMENT ADVISORS, INC.
CRD 109303
WI$133.6M5
B62SULLIVAN INVESTMENT MANAGEMENT LLC
CRD 289217
WI$111.8M1
B62TNL ASSET MANAGEMENT LLC
CRD 137419
CO$139.3M1Charles Schwab
B62SILVERPEAK WEALTH ADVISORS, LLC
CRD 170732
CO$177.4M2Charles Schwab
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial
B62BREAKTHRU ADVISORY SERVICES, LLC
CRD 332173
WI$125.7M1Charles Schwab
B61TOWLE & CO
CRD 110862
CO$473.7M11Pershing
B61REVIEW SERVICES INC
CRD 110277
WI$227.4M3Charles Schwab
B61ALTIUS FINANCIAL, INC.
CRD 113268
CO$212.2M3Charles Schwab
B61RED MOUNTAIN FINANCIAL, LLC
CRD 277100
CO$184.4MCharles Schwab
B61ELITE RETIREMENT GROUP, INC.
CRD 312178
WI$168.4MCharles Schwab
B61RIA SERVICES, LLC
CRD 281520
WI$276.1M2Charles Schwab
B60WORLD CAPITAL ADVISORS, LLC
CRD 135941
CO$72.0M3E*Trade
B60HINDS FINANCIAL GROUP INC
CRD 129971
CO$536.9M6Pershing
B60CRF FINANCIAL GROUP
CRD 127388
IN$279.5M1E*Trade
B59STERLING CAPITAL MANAGEMENT INC
CRD 106822
WI$296.9M2E*Trade
B59ESSENTIAL INVESTMENT PARTNERS, LLC
CRD 149509
CO$223.0M2E*Trade
B59WAZEE STREET CAPITAL MANAGEMENT LLC
CRD 159165
CO$203.4MFolio Institutional