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574 firms
ActiveState: KS×State: MN×State: UT×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab→
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab→
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab→
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab→
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab→
A70JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
MN$142.1M2E*Trade→
A69PERKINS CAPITAL MANAGEMENT INC
CRD 105028
MN$139.0M1E*Trade→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade→
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial→
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab→
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade→
B64GREENBERG GARY LOUIS
CRD 108423
MN$141.1M1E*Trade→
B63S CAPITAL WEALTH ADVISORS, LLC
CRD 172591
MN$127.5M3Charles Schwab→
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James→
B62SMEDLEY FINANCIAL SERVICES INC
CRD 110870
UT$341.8M6E*Trade→
B62ABENS FINANCIAL SERVICES INC
CRD 106604
MN$120.1M3—→
B62FINANCIAL EMPOWERMENT LLC
CRD 131425
MN$126.4M2—→
B62KOOB WEALTH MANAGEMENT, LLC
CRD 154830
MN$171.8M1LPL Financial→
B61STEVENS, FOSTER FINANCIAL SERVICES, INC.
CRD 115752
MN$750.4M5Charles Schwab→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B61NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057
MN$237.3M1Charles Schwab→
B61GEN FINANCIAL MANAGEMENT INC.
CRD 110179
MN$331.8M4Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B60REEF INVESTMENT MANAGEMENT LLC
CRD 309186
UT$234.3M1E*Trade→
B60JORDANELLE CAPITAL, LLC
CRD 323676
UT$179.2M—Northern Trust→
B59FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
CRD 113086
MN$52.2M1E*Trade→
B59LIFEPLAN FINANCIAL, LLC
CRD 136981
MN$141.0M2Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B59MWM WEALTH ADVISORY, LLC
CRD 287705
MN$129.9M1Charles Schwab→
B58UNITED VALUE CAPITAL, LLC
CRD 300533
UT$122.0M—E*Trade→
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity→
B57OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
CRD 165355
UT$128.2M3E*Trade→
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James→
B57KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418
MN$191.4M3Charles Schwab→
B57ALL STAR FINANCIAL LLC
CRD 323765
MN$881.7M5Charles Schwab→
B57TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
MN$293.4M2Charles Schwab→
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→
B56CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590
MN$358.7M—E*Trade→
B56NEXT GENERATION INVESTING, LLC
CRD 149017
KS$128.0M3E*Trade→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55DOUGLASS INVESTMENT GROUP LLC
CRD 331223
KS$173.6M2E*Trade→