ScoreFirmStateAUMAdvisorsCustodian
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab
A85STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320
OH$122.0MCharles Schwab
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab
A83HINSDALE ASSOCIATES, INC.
CRD 108293
IL$120.1ME*Trade
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
A78ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363
OH$175.4M1Charles Schwab
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab
A75LIVELSBERGER, LYNN LOUIS
CRD 117665
OH$176.4M1Charles Schwab
A75THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231
OH$146.4M2Charles Schwab
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial
A74PETERSON FINANCIAL SERVICES LLC
CRD 106127
CO$124.0M1E*Trade
A74GARLIKOV ADVISORS INC
CRD 112352
OH$207.6M3E*Trade
A74RABE INVESTMENT CONSULTING GROUP
CRD 316029
OH$129.9M2E*Trade
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
A73SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007
OH$199.4M5Charles Schwab
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade
A72JRP CAPITAL CORP
CRD 106285
OH$108.5ME*Trade
A72APPALACHIAN CAPITAL MANAGEMENT LTD
CRD 120038
OH$175.3M2Charles Schwab
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab
A72JCT INVESTMENT COUNSEL, INC.
CRD 112571
OH$129.1M1Charles Schwab
A72ODA AND COMPANY, INC.
CRD 119952
OH$125.6M2
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
A72M3 WEALTH MANAGEMENT, LLC
CRD 335612
OH$160.2M2Charles Schwab
A70NYE WEALTH MANAGEMENT LLC
CRD 170415
OH$107.7MCharles Schwab
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity
A70LESJAK PLANNING, LLC
CRD 110090
OH$396.0M5Charles Schwab
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab
A69BRUCE & CO INC
CRD 104735
IL$379.5M1E*Trade
A69CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655
OH$145.6M2Charles Schwab
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles 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
A67TRUEMAN BROWN, LLC
CRD 141602
IL$196.1M1E*Trade
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
A67ATLANTIS WEALTH ADVISORS LLC
CRD 169956
OH$150.2M4E*Trade