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771 firms
ActiveState: MN×State: UT×State: MO×State: KS×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→
A73CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260
MO$145.2M7Charles Schwab→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A72SPARROW CAPITAL MANAGEMENT INC
CRD 106616
MO$113.3M1Charles Schwab→
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity→
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→
A69STEWARDSHIP CAPITAL, LTD.
CRD 110944
MO$168.4M4Charles Schwab→
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→
B65CORTLAND ASSOCIATES INC
CRD 104681
MO$958.0M4Charles Schwab→
B64WEDGEWOOD PARTNERS, INC.
CRD 21923
MO$560.7M4Charles Schwab→
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→
B63SUNDVOLD CAPITAL MANAGEMENT LLC
CRD 108176
MO$232.9M6E*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→
B62INVESTMENT OFFICE RESOURCES, LLC
CRD 311647
MO$126.5M1E*Trade→
B62FIDELIS FINANCIAL PLANNING, LLC
CRD 141698
MO$160.0M1Charles Schwab→
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→
B61SONAS FINANCIAL GROUP, INC.
CRD 122547
MO$149.8M4Fidelity→
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→
B59STERLING INVESTMENT ADVISORS,LLC
CRD 117287
MO$229.3M3E*Trade→
B59CONWAY FINANCIAL GROUP, LLC
CRD 117608
MO$177.7M2Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B59CLARITY FINANCIAL PLANNERS, LLC
CRD 277114
MO$132.5M1Charles Schwab→
B59MWM WEALTH ADVISORY, LLC
CRD 287705
MN$129.9M1Charles Schwab→
B58UNITED VALUE CAPITAL, LLC
CRD 300533
UT$122.0M—E*Trade→