ScoreFirmStateAUMAdvisorsCustodian
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity
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
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab
A71LEWIS FINANCIAL MANAGEMENT, LLC
CRD 116344
NC$338.7M3E*Trade
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A70JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
MN$142.1M2E*Trade
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A69PERKINS CAPITAL MANAGEMENT INC
CRD 105028
MN$139.0M1E*Trade
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles 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
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0MPershing
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab
B64GREENBERG GARY LOUIS
CRD 108423
MN$141.1M1E*Trade