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1,266 firms
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ScoreFirmStateAUMAdvisorsCustodian
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab→
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
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→
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab→
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab→
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity→
A74PETERSON FINANCIAL SERVICES LLC
CRD 106127
CO$124.0M1E*Trade→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab→
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab→
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity→
A70JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
MN$142.1M2E*Trade→
A69PERKINS CAPITAL MANAGEMENT INC
CRD 105028
MN$139.0M1E*Trade→
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles 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→
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab→
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A66THREE PEAKS CAPITAL MANAGEMENT, LLC
CRD 127402
CO$222.9M—E*Trade→
A66AGEMY WEALTH ADVISORS, LLC
CRD 218512
CO$130.5M3Charles Schwab→
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade→
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity→
A65PEAK CAPITAL MANAGEMENT, LLC
CRD 141488
CO$165.2M4Charles Schwab→
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial→
A65HINCHLEY ADVISORY GROUP, LLC
CRD 157860
CO$193.1M1Charles Schwab→
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
A65GILPIN WEALTH MANAGEMENT LLC
CRD 311336
CO$227.2M4Charles Schwab→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab→
B64GREENBERG GARY LOUIS
CRD 108423
MN$141.1M1E*Trade→
B64P.A.W. CAPITAL PARTNERS, LP
CRD 161094
CT$166.8M—Goldman Sachs→
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab→
B63LBB HOLDING COMPANY LLC
CRD 282285
CT$199.5M—JPMorgan→
B63BCK CAPITAL MANAGEMENT LP
CRD 282798
CT$112.4M—Goldman Sachs→
B63CRUISER CAPITAL ADVISORS, LLC
CRD 168739
CT$104.4M—Pershing→
B63STARK RICHARD JOSEPH
CRD 107636
CO$426.1M—E*Trade→
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab→
B63ACCELERATED WEALTH ADVISORS LLC
CRD 170022
CO$180.5M1Pershing→
B63S CAPITAL WEALTH ADVISORS, LLC
CRD 172591
MN$127.5M3Charles Schwab→