ScoreFirmStateAUMAdvisorsCustodian
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9ME*Trade
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab
B62SMEDLEY FINANCIAL SERVICES INC
CRD 110870
UT$341.8M6E*Trade
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles Schwab
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab
B60REEF INVESTMENT MANAGEMENT LLC
CRD 309186
UT$234.3M1E*Trade
B60JORDANELLE CAPITAL, LLC
CRD 323676
UT$179.2MNorthern Trust
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2ME*Trade
B59KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133
IA$137.4M1Charles Schwab
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade
B58UNITED VALUE CAPITAL, LLC
CRD 300533
UT$122.0ME*Trade
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab
B57OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
CRD 165355
UT$128.2M3E*Trade
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
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55CHEROKEE & WALKER MANAGEMENT, LLC
CRD 160962
UT$100.8M4E*Trade
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond James
B55LARSEN, GLEN ALLEN
CRD 118496
UT$146.6MCharles Schwab
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab