ScoreFirmStateAUMAdvisorsCustodian
A90CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD 125936
MI$161.9M1Charles Schwab
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab
A83HINSDALE ASSOCIATES, INC.
CRD 108293
IL$120.1ME*Trade
A79KRS CAPITAL MANAGEMENT, LLC
CRD 142928
MI$188.9M1Charles Schwab
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab
A77GREYSTONE FINANCIAL GROUP, LLC
CRD 306595
MI$494.9M4Charles Schwab
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial
A74OPTIMAL CAPITAL ADVISORS, LLC
CRD 144719
MI$119.9M2Fidelity
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
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A69SPECTRUM FINANCIAL RESOURCES, LLC
CRD 127453
MI$235.3M5Charles Schwab
A69BRUCE & CO INC
CRD 104735
IL$379.5M1E*Trade
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A69JOHN A. WOLFE & ASSOCIATES, INC.
CRD 110799
MI$560.7M1Charles Schwab
A69JACK V. BUTTERFIELD INVESTMENT COMPANY
CRD 3998
MI$157.6M8E*Trade
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab
A68GLASS RETIREMENT STRATEGIES, INC.
CRD 172610
MI$20.1M1E*Trade
A68RETIREMENT RESOURCES, LLC
CRD 151889
MI$166.1M4E*Trade
A67TRUEMAN BROWN, LLC
CRD 141602
IL$196.1M1E*Trade
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66REITZ CAPITAL ADVISORS LLC
CRD 167088
MI$103.4M1Charles Schwab
A66JFR FINANCIAL SERVICES, INC.
CRD 124456
MI$276.6M2Fidelity
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade
A66UNCOMMON EQUITY LLC
CRD 314936
IL$198.8ME*Trade
A65OLD OAK FINANCIAL PLANNING, INC.
CRD 122500
MI$160.3M4Charles Schwab
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
A65OPUS FINANCIAL SOLUTIONS LLC
CRD 282311
IL$150.8M3Charles Schwab
A65BONDURANT INVESTMENT ADVISORY, LLC
CRD 297290
IL$111.1M3Charles Schwab
B65SCG ASSET MANAGEMENT LLC
CRD 311843
IL$158.7ME*Trade
B65REGAL ADVISORY SERVICES, INC.
CRD 123842
IL$121.4M24E*Trade
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
B64CAPITAL RESOURCE MANAGEMENT INC
CRD 106768
IL$593.2M1E*Trade
B64INTERACTIVE FINANCIAL ADVISORS, INC.
CRD 125117
IL$240.4M32E*Trade
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing
B64MILLER CAPITAL PARTNERS, INC.
CRD 124489
MI$311.6M2Charles Schwab