ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity
A85STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320
OH$122.0MCharles Schwab
A82GUTT FINANCIAL MANAGEMENT, LLC
CRD 109270
GA$162.1M1E*Trade
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James
A78ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363
OH$175.4M1Charles Schwab
A75LIVELSBERGER, LYNN LOUIS
CRD 117665
OH$176.4M1Charles Schwab
A75THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231
OH$146.4M2Charles Schwab
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A74ST. JOHN & ASSOCIATES, INC.
CRD 124778
GA$128.4M3E*Trade
A74GARLIKOV ADVISORS INC
CRD 112352
OH$207.6M3E*Trade
A74RABE INVESTMENT CONSULTING GROUP
CRD 316029
OH$129.9M2E*Trade
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab
A73SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007
OH$199.4M5Charles Schwab
A72JRP CAPITAL CORP
CRD 106285
OH$108.5ME*Trade
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab
A72APPALACHIAN CAPITAL MANAGEMENT LTD
CRD 120038
OH$175.3M2Charles Schwab
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9MFidelity
A72JCT INVESTMENT COUNSEL, INC.
CRD 112571
OH$129.1M1Charles Schwab
A72ODA AND COMPANY, INC.
CRD 119952
OH$125.6M2
A72MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
GA$115.7M3Pershing
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab
A72M3 WEALTH MANAGEMENT, LLC
CRD 335612
OH$160.2M2Charles Schwab
A70NYE WEALTH MANAGEMENT LLC
CRD 170415
OH$107.7MCharles Schwab
A70LESJAK PLANNING, LLC
CRD 110090
OH$396.0M5Charles Schwab
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A70HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
PA$104.4M4E*Trade
A70CARTER, TERRY & COMPANY, INC.
CRD 16365
GA$104.0M32E*Trade
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab
A69CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655
OH$145.6M2Charles Schwab
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A68MATTHEW 25 MANAGEMENT CORP
CRD 104566
PA$315.9ME*Trade
A68EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
CRD 150202
PA$21.3ME*Trade
A67ATLANTIS WEALTH ADVISORS LLC
CRD 169956
OH$150.2M4E*Trade
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles Schwab