ScoreFirmStateAUMAdvisorsCustodian
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles 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
A67KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101
VA$261.0ME*Trade
A66PORTFOLIO ADVISORY GROUP, INC.
CRD 116011
VA$115.8M2
A66GIRA & GIRA INVESTMENT ADVISORS LLC
CRD 167813
VA$121.4M2
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3ME*Trade
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab
B64HUNTER MICHAEL INVESTMENT ADVISORS INC
CRD 107884
VA$81.2M1E*Trade
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab
B64COURAGE MILLER PARTNERS, LLC
CRD 147360
VA$480.7M3Charles Schwab
B64JJSA ADVISORS, LTD.
CRD 116460
VA$154.3M2E*Trade
B64P.A.W. CAPITAL PARTNERS, LP
CRD 161094
CT$166.8MGoldman Sachs
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab
B63LBB HOLDING COMPANY LLC
CRD 282285
CT$199.5MJPMorgan
B63BCK CAPITAL MANAGEMENT LP
CRD 282798
CT$112.4MGoldman Sachs
B63OCTAGON FINANCE LLC
CRD 289850
VA$184.1ME*Trade
B63CRUISER CAPITAL ADVISORS, LLC
CRD 168739
CT$104.4MPershing
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab
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
B61BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
CT$113.7M1Charles Schwab
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab
B60MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
CRD 107396
VA$204.4M4E*Trade
B60ACA II ADVISORS, LLC
CRD 156128
CT$206.9MJPMorgan
B60PRENTICE CAPITAL MANAGEMENT, LP
CRD 161178
CT$228.4MGoldman Sachs
B60NEW CHINA CAPITAL MANAGEMENT CORP.
CRD 295905
CT$233.7ME*Trade
B60LB PARTNERS LLC
CRD 309088
VA$191.3MInteractive Brokers
B60CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
CT$275.1M4Charles Schwab
B59ABUNDANT WEALTH MANAGEMENT LLC
CRD 331285
CT$243.8M3E*Trade
B59PERRYRIDGE CAPITAL LP
CRD 331781
CT$226.6MMorgan Stanley