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2,191 firms
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ScoreFirmStateAUMAdvisorsCustodian
A87SILVER LAKE CAPITAL PARTNERS LLC
CRD 329997
TX$211.5M1Raymond James→
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
A84STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146775
TX$134.6M1E*Trade→
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity→
A76CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
TX$228.5M4Fidelity→
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab→
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab→
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab→
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity→
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab→
A71LEWIS FINANCIAL MANAGEMENT, LLC
CRD 116344
NC$338.7M3E*Trade→
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade→
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A70INTERVEST LTD
CRD 104614
MD$247.0M2E*Trade→
A70GLOBAL BROKERAGE SERVICES, INC.
CRD 37505
MD$137.3M10E*Trade→
A70DIESSLIN GROUP, INC.
CRD 110557
TX$696.3M5Charles Schwab→
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James→
A68GRACE CAPITAL MANAGEMENT, LLC
CRD 150054
TX$108.7M2Fidelity→
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→
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→
A67THE CATALYST GROUP, INC.
CRD 333740
TX$199.4M—E*Trade→
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James→
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→
A66STAVIS WEALTH TRANSFER SOLUTIONS, LLC
CRD 328185
TX$148.1M4Fidelity→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab→
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade→
A65MONEY MANAGERS, INC.
CRD 104529
TX$146.6M3Charles Schwab→
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity→
A65THE WEALTH COACH, LLC
CRD 144588
TX$219.6M3Pershing→
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab→
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab→
B65MASTERPIECE CAPITAL, LLC
CRD 290075
TX$124.9M1E*Trade→
B65AWH CAPITAL, L.P.
CRD 146740
TX$147.6M1E*Trade→
B65EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
CRD 145420
MD$220.9M5E*Trade→
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0M—Pershing→
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab→