ScoreFirmStateAUMAdvisorsCustodian
A73CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260
MO$145.2M7Charles Schwab
A72SPARROW CAPITAL MANAGEMENT INC
CRD 106616
MO$113.3M1Charles Schwab
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity
A69STEWARDSHIP CAPITAL, LTD.
CRD 110944
MO$168.4M4Charles Schwab
B65CORTLAND ASSOCIATES INC
CRD 104681
MO$958.0M4Charles Schwab
B64WEDGEWOOD PARTNERS, INC.
CRD 21923
MO$560.7M4Charles Schwab
B63SUNDVOLD CAPITAL MANAGEMENT LLC
CRD 108176
MO$232.9M6E*Trade
B62INVESTMENT OFFICE RESOURCES, LLC
CRD 311647
MO$126.5M1E*Trade
B62FIDELIS FINANCIAL PLANNING, LLC
CRD 141698
MO$160.0M1Charles Schwab
B61SONAS FINANCIAL GROUP, INC.
CRD 122547
MO$149.8M4Fidelity
B59STERLING INVESTMENT ADVISORS,LLC
CRD 117287
MO$229.3M3E*Trade
B59CONWAY FINANCIAL GROUP, LLC
CRD 117608
MO$177.7M2Charles Schwab
B59CLARITY FINANCIAL PLANNERS, LLC
CRD 277114
MO$132.5M1Charles Schwab
B58TRINITY WEALTH ADVISORS, L.L.C.
CRD 109452
MO$281.5M4Charles Schwab
B58WILKERSON ADVISORY GROUP LLC
CRD 334668
MO$326.9M4Charles Schwab
B58RISLEY CAPITAL MANAGEMENT LLC
CRD 157271
MO$163.4M1Charles Schwab
B58THE WORLEY BANKS GROUP, LLC
CRD 306890
MO$184.3M2Charles Schwab
B58FLYOVER CAPITAL PARTNERS, LLC
CRD 173709
MO$147.6MCharles Schwab
B57MONETARY MANAGEMENT GROUP INC
CRD 110284
MO$492.3M5E*Trade
B56BUILD ASSET MANAGEMENT, LLC
CRD 298354
MO$64.6M3Charles Schwab
B56ORION INVESTMENT CO
CRD 110867
MO$443.5M4E*Trade
B56CLAYTON FINANCIAL GROUP, LLC
CRD 226729
MO$793.8M3Charles Schwab
B55SARVER VROOMAN WEALTH ADVISORS LLC
CRD 332699
MO$452.2M4E*Trade
B55FORTIFY WEALTH, INC.
CRD 297433
MO$115.0M3Charles Schwab
B55TRUMAN WEALTH ADVISORS LLC
CRD 334752
MO$106.0M3Charles Schwab
B54MID-AMERICAN WEALTH ADVISORY GROUP INC.
CRD 301621
MO$335.6M6Charles Schwab
B54WILSQUARE CAPITAL LLC
CRD 296504
MO$171.2ME*Trade
B54DUNCKER, STREETT & CO., LLC
CRD 110828
MO$707.3M2Charles Schwab
B54RLB FINANCIAL LLC
CRD 151778
MO$173.6M3Charles Schwab
B53R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
CRD 131804
MO$415.9M6E*Trade
B53THE YANKER GROUP, INC.
CRD 281364
MO$296.4M5LPL Financial
B53ESSEX RIDGE CAPITAL GROUP, LLC
CRD 145795
MO$146.3ME*Trade
B52NUANCE INVESTMENTS, LLC
CRD 148534
MO$984.3M4Charles Schwab
B51DIVVI WEALTH MANAGEMENT LLC
CRD 318241
MO$127.4M4Charles Schwab
B51ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC
CRD 106999
MO$234.0M3E*Trade
B51SFC FINANCIAL LLC
CRD 129817
MO$208.3M4E*Trade
B51RYAN POAGE & CO., LLC
CRD 157432
MO$114.2M3
B50THE CENTRAL TRUST BANK
CRD 149262
MO$554.1M2E*Trade
C50EKON ADVISORS, LLC
CRD 281039
MO$219.8M3E*Trade
C50TERRIL BROTHERS INC
CRD 110422
MO$987.8M5E*Trade
C50BAUM CAPITAL PARTNERS MANAGEMENT, LLC
CRD 288225
MO$247.0ME*Trade
C49FLOYD FINANCIAL GROUP LLC
CRD 226773
MO$164.5M2Charles Schwab
C49ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816
MO$345.7M3Wells Fargo
C481248 PARTNERS, LLC
CRD 325304
MO$323.4MCharles Schwab
C47JIM MACKAY FINANCIAL PLANNING, LLC
CRD 169583
MO$176.0M2Altruist
C47WEALTHCARE ASSET MANAGEMENT, LLC
CRD 170382
MO$210.8M6Charles Schwab
C47COMPASS RETIREMENT GROUP LLC
CRD 282420
MO$111.9M6Charles Schwab
C47FOUNDATION WEALTH MANAGEMENT, LLC
CRD 127134
MO$660.6M5Fidelity
C47KRAFT, DAVIS & ASSOCIATES, LLC
CRD 175085
MO$768.5M6LPL Financial
C47ALLOCATOR SOLUTIONS, LLC
CRD 337300
MO$513.5M1E*Trade