ScoreFirmStateAUMAdvisorsCustodian
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles 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
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab
B64ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
IN$220.2M8E*Trade
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab
B64MCMAHAN CAPITAL MANAGEMENT LLC
CRD 109140
IN$135.9M2E*Trade
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9ME*Trade
B63THOMAS STORY AND SON LLC
CRD 148774
IN$328.2M2E*Trade
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab
B60CRF FINANCIAL GROUP
CRD 127388
IN$279.5M1E*Trade
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2ME*Trade
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1
B55PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
IN$111.5M1
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0ME*Trade
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles 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
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3ME*Trade
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab