ScoreFirmStateAUMAdvisorsCustodian
A83HINSDALE ASSOCIATES, INC.
CRD 108293
IL$120.1ME*Trade
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade
A72GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414
NJ$109.3M2Pershing
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab
A72VERSATILE CAPITAL MANAGEMENT L.L.C.
CRD 173611
IL$130.1M2
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2MCharles Schwab
A70ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809
AZ$240.2M1E*Trade
A69BRUCE & CO INC
CRD 104735
IL$379.5M1E*Trade
A69RDM CAPITAL ASSOCIATES INC
CRD 106941
NJ$164.5M3Pershing
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab
A68PCG ASSET MANAGEMENT, LLC
CRD 148208
NJ$143.1M4Pershing
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab
A68THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
CRD 106758
NJ$331.6M2E*Trade
A67TRUEMAN BROWN, LLC
CRD 141602
IL$196.1M1E*Trade
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0MMorgan Stanley
A67CARNEGIE LAKE ADVISORS LLC
CRD 330024
NJ$403.0M7Charles Schwab
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab
A66WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034
NJ$115.3M2Charles Schwab
A66UNCOMMON EQUITY LLC
CRD 314936
IL$198.8ME*Trade
A65HILLSPRING FINANCIAL, INC.
CRD 113938
AZ$186.0M10Charles Schwab
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab
A65IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
AZ$140.8M2Charles Schwab
A65SACKS & ASSOCIATES, LLC
CRD 174909
NJ$212.8M3Charles Schwab
A65OPUS FINANCIAL SOLUTIONS LLC
CRD 282311
IL$150.8M3Charles Schwab
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab
A65BONDURANT INVESTMENT ADVISORY, LLC
CRD 297290
IL$111.1M3Charles Schwab
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity
B65DYNAMIC WEALTH ADVISORS
CRD 169792
AZ$140.1M4Charles Schwab
B65SCG ASSET MANAGEMENT LLC
CRD 311843
IL$158.7ME*Trade
B65REGAL ADVISORY SERVICES, INC.
CRD 123842
IL$121.4M24E*Trade
B64PRESTIGE WEALTH SERVICES GROUP, INC.
CRD 166641
NJ$175.2M4Charles Schwab
B64CAPITAL RESOURCE MANAGEMENT INC
CRD 106768
IL$593.2M1E*Trade