ScoreFirmStateAUMAdvisorsCustodian
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab
A80FINANCIALLY SPEAKING INC
CRD 106255
CO$164.8M1E*Trade
A79COLUMBIA BENEFITS, LLC
CRD 132261
CO$116.2M1E*Trade
A79MUTUAL FUND PROTECTION SERVICE
CRD 115961
CO$102.0M1Charles Schwab
A79SANCTUARY WEALTH ADVISORS LLC
CRD 285428
CO$191.5M2Pershing
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab
A74PETERSON FINANCIAL SERVICES LLC
CRD 106127
CO$124.0M1E*Trade
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade
A72GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414
NJ$109.3M2Pershing
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2MCharles Schwab
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity
A69RDM CAPITAL ASSOCIATES INC
CRD 106941
NJ$164.5M3Pershing
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab
A68PCG ASSET MANAGEMENT, LLC
CRD 148208
NJ$143.1M4Pershing
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab
A68THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
CRD 106758
NJ$331.6M2E*Trade
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0MMorgan Stanley
A67CARNEGIE LAKE ADVISORS LLC
CRD 330024
NJ$403.0M7Charles Schwab
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab
A67KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101
VA$261.0ME*Trade
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab
A66PORTFOLIO ADVISORY GROUP, INC.
CRD 116011
VA$115.8M2
A66THREE PEAKS CAPITAL MANAGEMENT, LLC
CRD 127402
CO$222.9ME*Trade
A66GIRA & GIRA INVESTMENT ADVISORS LLC
CRD 167813
VA$121.4M2
A66AGEMY WEALTH ADVISORS, LLC
CRD 218512
CO$130.5M3Charles Schwab
A66WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034
NJ$115.3M2Charles Schwab
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3ME*Trade
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab
A65PEAK CAPITAL MANAGEMENT, LLC
CRD 141488
CO$165.2M4Charles Schwab
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial