ScoreFirmStateAUMAdvisorsCustodian
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
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
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial
B64ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
IN$220.2M8E*Trade
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab
B64GREENBERG GARY LOUIS
CRD 108423
MN$141.1M1E*Trade
B64MCMAHAN CAPITAL MANAGEMENT LLC
CRD 109140
IN$135.9M2E*Trade
B63THOMAS STORY AND SON LLC
CRD 148774
IN$328.2M2E*Trade
B63S CAPITAL WEALTH ADVISORS, LLC
CRD 172591
MN$127.5M3Charles Schwab
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
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
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial
B61STEVENS, FOSTER FINANCIAL SERVICES, INC.
CRD 115752
MN$750.4M5Charles Schwab
B61NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057
MN$237.3M1Charles Schwab
B61GEN FINANCIAL MANAGEMENT INC.
CRD 110179
MN$331.8M4Charles Schwab
B60CRF FINANCIAL GROUP
CRD 127388
IN$279.5M1E*Trade
B59FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
CRD 113086
MN$52.2M1E*Trade
B59LIFEPLAN FINANCIAL, LLC
CRD 136981
MN$141.0M2Charles Schwab
B59MWM WEALTH ADVISORY, LLC
CRD 287705
MN$129.9M1Charles Schwab
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity
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
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab
B56CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590
MN$358.7ME*Trade
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab
B55PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
IN$111.5M1
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade
B54ACUMEN FINANCIAL ADVISORS, LLC
CRD 152748
MN$465.2M1E*Trade
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab
B54NORTHERN PACIFIC GROUP, L.P.
CRD 299012
MN$58.6ME*Trade
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab
B54WOLD FINANCIAL GROUP LLC
CRD 316409
MN$182.5M3Charles Schwab
B53SIIMPL, LLC
CRD 311048
MN$0E*Trade
B52ATLAS CAPITAL MANAGEMENT CORP
CRD 106107
IN$869.8M5E*Trade
B52QUANTUM FINANCIAL SERVICES INC.
CRD 121631
IN$730.9M2E*Trade