ScoreFirmStateAUMAdvisorsCustodian
A90WINNING POINTS ADVISORS, L.L.C.
CRD 118077
FL$173.1M1Charles Schwab
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab
A84SHANNON T. PITNER AND COMPANY
CRD 311853
FL$107.9M1Raymond James
A81WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD 150139
FL$101.3M2Pershing
A80OSPREY CAPITAL MANAGEMENT CORP.
CRD 172524
FL$197.2ME*Trade
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab
A75SYNTAX RESEARCH, INC.
CRD 151948
FL$202.9M1E*Trade
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab
A72AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
FL$150.6M3Charles Schwab
A72MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
FL$119.6M2Charles Schwab
A71FUTURA ASSET ADVISORS LLC
CRD 136285
FL$114.8M1E*Trade
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing
A70BUCKEYE-PACIFIC LLC
CRD 311553
FL$225.4MGoldman Sachs
A69PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601
FL$121.9M11Charles Schwab
A69AMERICAN ASSET MANAGEMENT INC.
CRD 123116
FL$153.3M1Charles Schwab
A69LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512
FL$156.8M5Charles Schwab
A68INGRAM ADVISORY SERVICES, LLC
CRD 123508
FL$109.3M2Pershing
A68RUTHERFORD ASSET PLANNING, INC.
CRD 128036
FL$181.3M1Charles Schwab
A68LOYOLA ASSET MANAGEMENT LLC
CRD 153255
FL$239.9M3Pershing
A68UNIMAR FINANCIAL SERVICES, LLC
CRD 159674
FL$230.8M3Pershing
A68CAMPBELL CAPITAL MANAGEMENT INC
CRD 106130
FL$303.3M1E*Trade
A68DRUM HILL CAPITAL, LLC
CRD 123359
CT$194.3M3E*Trade
A68ZEST CAPITAL LLC
CRD 316889
FL$90.6ME*Trade
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab
A67HERITAGE CAPITAL, LLC
CRD 127650
CT$146.9M3E*Trade
A67MCDERMOTT INVESTMENT ADVISORS, LLC
CRD 132221
FL$203.3M10E*Trade
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
A67STATETRUST CAPITAL, LLC.
CRD 114052
FL$93.7M2E*Trade
A67CATHERINE AVERY INVESTMENT MANAGEMENT LLC
CRD 144946
FL$318.0M1Charles Schwab
A66KAILIX ADVISORS LLC
CRD 311094
FL$119.0M1Charles Schwab
A66MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
CRD 287547
FL$88.7MInteractive Brokers
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab
A66GUIRY CAPITAL MANAGEMENT, LLC
CRD 122056
FL$204.3MCharles Schwab
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab
A661ST DISCOUNT BROKERAGE, INC.
CRD 39164
FL$131.4M14Pershing
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade
A66SUCCESSFUL PORTFOLIOS LLC
CRD 152429
FL$281.5M3Interactive Brokers
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab
A65HOROWITZ & COMPANY, INC.
CRD 106737
FL$180.7M2Charles Schwab
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity
A65EDMP, INC.
CRD 110248
FL$147.4M3Charles Schwab
A65MACKE FINANCIAL ADVISORY GROUP, INC.
CRD 111318
FL$175.7M3Altruist
A65KAHN FINANCIAL GROUP, INC.
CRD 134802
FL$122.6M4Raymond James
A65SOLOMON API LLC
CRD 159471
FL$173.1M3Charles Schwab