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384 firms
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ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2—→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B64ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
IN$220.2M8E*Trade→
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade→
B64MCMAHAN CAPITAL MANAGEMENT LLC
CRD 109140
IN$135.9M2E*Trade→
B63THOMAS STORY AND SON LLC
CRD 148774
IN$328.2M2E*Trade→
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab→
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B60CRF FINANCIAL GROUP
CRD 127388
IN$279.5M1E*Trade→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B59KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133
IA$137.4M1Charles Schwab→
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
B57WEITZEL FINANCIAL SERVICES, INC.
CRD 27346
IA$327.8M7Charles Schwab→
B57TFP MANAGEMENT, LLC
CRD 313543
IA$273.0M3Charles Schwab→
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles Schwab→
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab→
B56NEXT GENERATION INVESTING, LLC
CRD 149017
KS$128.0M3E*Trade→
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
IN$111.5M1—→
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade→
B55DOUGLASS INVESTMENT GROUP LLC
CRD 331223
KS$173.6M2E*Trade→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B54DISCRETIONARY MANAGEMENT SERVICES, LLC
CRD 145851
KS$228.4M9E*Trade→
B53IOWA WEALTH MANAGEMENT, LLC
CRD 286435
IA$123.9M2Charles Schwab→
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B52ATLAS CAPITAL MANAGEMENT CORP
CRD 106107
IN$869.8M5E*Trade→
B52QUANTUM FINANCIAL SERVICES INC.
CRD 121631
IN$730.9M2E*Trade→
B52SYCAMORE FINANCIAL GROUP, INC.
CRD 14143
IN$787.4M6E*Trade→
B52WEALTH ADVISORS GROUP, LLC
CRD 291648
IA$278.5M2Charles Schwab→
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity→
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade→
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab→
B51BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD 13609
IA$906.4M50E*Trade→
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab→
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity→
B51TYR CAPITAL ADVISORS, LLC
CRD 326208
KS$244.1M—E*Trade→
B50FORREST FINANCIAL SERVICES L.L.C.
CRD 117546
IA$154.0M2Charles Schwab→
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→