ScoreFirmStateAUMAdvisorsCustodian
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity
A85STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320
OH$122.0MCharles Schwab
A83HINSDALE ASSOCIATES, INC.
CRD 108293
IL$120.1ME*Trade
A78ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363
OH$175.4M1Charles Schwab
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
A75LIVELSBERGER, LYNN LOUIS
CRD 117665
OH$176.4M1Charles Schwab
A75THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231
OH$146.4M2Charles Schwab
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial
A74GARLIKOV ADVISORS INC
CRD 112352
OH$207.6M3E*Trade
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade
A74RABE INVESTMENT CONSULTING GROUP
CRD 316029
OH$129.9M2E*Trade
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade
A73SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007
OH$199.4M5Charles Schwab
A72JRP CAPITAL CORP
CRD 106285
OH$108.5ME*Trade
A72APPALACHIAN CAPITAL MANAGEMENT LTD
CRD 120038
OH$175.3M2Charles Schwab
A72JCT INVESTMENT COUNSEL, INC.
CRD 112571
OH$129.1M1Charles Schwab
A72ODA AND COMPANY, INC.
CRD 119952
OH$125.6M2
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
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity
A72M3 WEALTH MANAGEMENT, LLC
CRD 335612
OH$160.2M2Charles Schwab
A70NYE WEALTH MANAGEMENT LLC
CRD 170415
OH$107.7MCharles Schwab
A70LESJAK PLANNING, LLC
CRD 110090
OH$396.0M5Charles Schwab
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab
A69BRUCE & CO INC
CRD 104735
IL$379.5M1E*Trade
A69CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655
OH$145.6M2Charles Schwab
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab
A68FENTON GREGORY COLEMAN
CRD 133301
MA$194.8M1Fidelity
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab
A68KALEEL INVESTMENT ADVISORS, LLC
CRD 131216
MA$145.4M2E*Trade
A68BTS ASSET MANAGEMENT INC
CRD 105215
MA$144.8M11E*Trade
A67TRUEMAN BROWN, LLC
CRD 141602
IL$196.1M1E*Trade
A67ATLANTIS WEALTH ADVISORS LLC
CRD 169956
OH$150.2M4E*Trade
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2
A66UNCOMMON EQUITY LLC
CRD 314936
IL$198.8ME*Trade
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab
A65NEWPORT INVESTMENT ADVISORS INC
CRD 113175
OH$198.0M2Fidelity
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing