ScoreFirmStateAUMAdvisorsCustodian
A83HINSDALE ASSOCIATES, INC.
CRD 108293
IL$120.1ME*Trade
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles 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
A71LEWIS FINANCIAL MANAGEMENT, LLC
CRD 116344
NC$338.7M3E*Trade
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade
A69BRUCE & CO INC
CRD 104735
IL$379.5M1E*Trade
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles Schwab
A67TRUEMAN BROWN, LLC
CRD 141602
IL$196.1M1E*Trade
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab
A66UNCOMMON EQUITY LLC
CRD 314936
IL$198.8ME*Trade
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles 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
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0MPershing
B65SCG ASSET MANAGEMENT LLC
CRD 311843
IL$158.7ME*Trade
B65REGAL ADVISORY SERVICES, INC.
CRD 123842
IL$121.4M24E*Trade
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab
B64CAPITAL RESOURCE MANAGEMENT INC
CRD 106768
IL$593.2M1E*Trade
B64INTERACTIVE FINANCIAL ADVISORS, INC.
CRD 125117
IL$240.4M32E*Trade
B64WOODFIELD FINANCIAL ADVISORS, INC.
CRD 123279
IL$230.1M3E*Trade
B64NEW VERNON INVESTMENT MANAGEMENT LLC
CRD 160247
IL$115.5MPershing
B63TILDEN LOUCKS & WOODNORTH LLC
CRD 106713
IL$173.3M2E*Trade
B63CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CRD 123483
IL$135.2M19Charles Schwab
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab
B62BLUE HAVEN CAPITAL, LLC
CRD 141738
IL$121.5M2
B62H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
NC$148.2M2Charles Schwab
B61DWM FINANCIAL GROUP, INC.
CRD 111594
IL$279.2M3Charles Schwab
B61BOON CAPITAL ADVISORS LLC
CRD 174016
IL$185.0M1Charles Schwab
B61HARBOUR FINANCIAL RESOURCES, LTD
CRD 110261
IL$189.8M2Charles Schwab
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles Schwab
B61WOLF FINANCIAL ADVISORS LLC
CRD 146080
IL$124.9M1Charles Schwab
B61MONETTA FINANCIAL SERVICES INC
CRD 105367
IL$144.8ME*Trade
B61MAIN STREET INVESTMENT ADVISORS, LLC
CRD 146036
IL$250.3M3Fidelity
B60ACCESS FINANCIAL GROUP, INC.
CRD 33065
IL$302.3M5Raymond James