ScoreFirmStateAUMAdvisorsCustodian
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab
A68FENTON GREGORY COLEMAN
CRD 133301
MA$194.8M1Fidelity
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A68KALEEL INVESTMENT ADVISORS, LLC
CRD 131216
MA$145.4M2E*Trade
A68BTS ASSET MANAGEMENT INC
CRD 105215
MA$144.8M11E*Trade
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
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing
A65MOORE FINANCIAL ADVISORS, LTD.
CRD 130421
MA$127.2M5Fidelity
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab
B64ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
IN$220.2M8E*Trade
B64FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408
MA$333.2M2Charles Schwab