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1,024 firms
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ScoreFirmStateAUMAdvisorsCustodian
A90CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD 125936
MI$161.9M1Charles Schwab→
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity→
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
A82GUTT FINANCIAL MANAGEMENT, LLC
CRD 109270
GA$162.1M1E*Trade→
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
A79KRS CAPITAL MANAGEMENT, LLC
CRD 142928
MI$188.9M1Charles Schwab→
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A77GREYSTONE FINANCIAL GROUP, LLC
CRD 306595
MI$494.9M4Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A74ST. JOHN & ASSOCIATES, INC.
CRD 124778
GA$128.4M3E*Trade→
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A74OPTIMAL CAPITAL ADVISORS, LLC
CRD 144719
MI$119.9M2Fidelity→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab→
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab→
A72MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
GA$115.7M3Pershing→
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A70CARTER, TERRY & COMPANY, INC.
CRD 16365
GA$104.0M32E*Trade→
A69SPECTRUM FINANCIAL RESOURCES, LLC
CRD 127453
MI$235.3M5Charles Schwab→
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab→
A69JOHN A. WOLFE & ASSOCIATES, INC.
CRD 110799
MI$560.7M1Charles Schwab→
A69JACK V. BUTTERFIELD INVESTMENT COMPANY
CRD 3998
MI$157.6M8E*Trade→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab→
A68GLASS RETIREMENT STRATEGIES, INC.
CRD 172610
MI$20.1M1E*Trade→
A68RETIREMENT RESOURCES, LLC
CRD 151889
MI$166.1M4E*Trade→
A66REITZ CAPITAL ADVISORS LLC
CRD 167088
MI$103.4M1Charles Schwab→
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab→
A66JFR FINANCIAL SERVICES, INC.
CRD 124456
MI$276.6M2Fidelity→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab→
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab→
A65FINANCIAL ARCHITECTS, LLC
CRD 116027
GA$199.2M3Charles Schwab→
A65OLD OAK FINANCIAL PLANNING, INC.
CRD 122500
MI$160.3M4Charles Schwab→
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64CAPITAL ENDURANCE GROUP, INC
CRD 284793
GA$108.8M2Charles Schwab→
B64MILLER CAPITAL PARTNERS, INC.
CRD 124489
MI$311.6M2Charles Schwab→
B64PFW ADVISORS, LLC
CRD 325119
GA$393.2M2Charles Schwab→
B64SANDER CAPITAL ADVISORS, INC.
CRD 112499
WA$210.0M2E*Trade→
B64VORPAHL WING SECURITIES, INC.
CRD 47548
WA$124.4M4E*Trade→
B63LINX PARTNERS, LLC
CRD 158607
GA$131.4M—JPMorgan→
B63R. STEWART EADS INVESTMENT COUNSEL, INC.
CRD 105524
GA$240.5M4Charles Schwab→
B62GREAT LAKES WEALTH, LLC
CRD 282362
MI$166.3M1Charles Schwab→
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial→
B62EXECUTIVE FINANCIAL SERVICES INC
CRD 110180
MI$199.4M3Charles Schwab→