ScoreFirmStateAUMAdvisorsCustodian
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab
A68FENTON GREGORY COLEMAN
CRD 133301
MA$194.8M1Fidelity
A68KALEEL INVESTMENT ADVISORS, LLC
CRD 131216
MA$145.4M2E*Trade
A68BTS ASSET MANAGEMENT INC
CRD 105215
MA$144.8M11E*Trade
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing
A65MOORE FINANCIAL ADVISORS, LTD.
CRD 130421
MA$127.2M5Fidelity
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6ME*Trade
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab
B64FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408
MA$333.2M2Charles Schwab
B63EPILOG PARTNERS, LP.
CRD 325368
MA$181.6ME*Trade
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James
B62SAVIOR LLC
CRD 299178
MA$140.2M5Charles Schwab
B62ROCKY HILL ADVISORS INC.
CRD 123242
MA$102.4M4
B62MRM-HORIZON ADVISORS, LLC
CRD 130585
MA$403.5M4Fidelity
B62IBS CAPITAL LLC
CRD 160585
MA$123.0MPershing
B62BETRO MILESZKO & COMPANY, LLC
CRD 145184
MA$144.8M2Charles Schwab
B62NOBSCOT INVESTMENT MANAGEMENT LLC
CRD 283289
MA$164.2M1Fidelity
B61O'ROURKE & COMPANY, INCORPORATED
CRD 132481
MA$555.1M3E*Trade
B61COVALENT PARTNERS LLC
CRD 140494
MA$117.3MGoldman Sachs
B61ESSEX PRIVATE WEALTH MANAGEMENT LLC
CRD 149991
MA$330.5M4Fidelity
B61PROFICIENT WEALTH COUNSELORS, LLC
CRD 152640
MA$146.9M1Charles Schwab
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James
B61BLUEBIRD WEALTH MANAGEMENT LLC
CRD 293420
MA$154.0M3Charles Schwab
B61STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
CRD 114922
MA$2.84B1E*Trade
B60SEAPORT GLOBAL ADVISORS, LLC
CRD 154287
MA$46.3M1E*Trade
B60OT MANAGEMENT, LLC
CRD 284192
MA$232.4ME*Trade
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6MMorgan Stanley
B60TIMBER CREEK CAPITAL MANAGEMENT, LLC
CRD 146220
MA$636.8M3Fidelity
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab