ScoreFirmStateAUMAdvisorsCustodian
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles 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
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity
A70JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
MN$142.1M2E*Trade
A69PERKINS CAPITAL MANAGEMENT INC
CRD 105028
MN$139.0M1E*Trade
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab
A68DRUM HILL CAPITAL, LLC
CRD 123359
CT$194.3M3E*Trade
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab
A67HERITAGE CAPITAL, LLC
CRD 127650
CT$146.9M3E*Trade
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
A67KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101
VA$261.0ME*Trade
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade
A66PORTFOLIO ADVISORY GROUP, INC.
CRD 116011
VA$115.8M2
A66GIRA & GIRA INVESTMENT ADVISORS LLC
CRD 167813
VA$121.4M2
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3ME*Trade
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6ME*Trade
B64HUNTER MICHAEL INVESTMENT ADVISORS INC
CRD 107884
VA$81.2M1E*Trade
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab
B64COURAGE MILLER PARTNERS, LLC
CRD 147360
VA$480.7M3Charles Schwab
B64GREENBERG GARY LOUIS
CRD 108423
MN$141.1M1E*Trade
B64JJSA ADVISORS, LTD.
CRD 116460
VA$154.3M2E*Trade
B64P.A.W. CAPITAL PARTNERS, LP
CRD 161094
CT$166.8MGoldman Sachs
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab