ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab
A80COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822
OK$176.0M1Charles Schwab
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*Trade
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1MFidelity
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab
B62ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
OK$233.6M4Charles Schwab
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles Schwab
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab
B60OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851
OK$4.3M1Charles Schwab
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab
B59STRATEGIC WEALTH PARTNERS LLC
CRD 336564
TN$101.7M2E*Trade
B59KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133
IA$137.4M1Charles Schwab
B58SERVO WEALTH MANAGEMENT LLC
CRD 159367
OK$173.8M1Charles Schwab
B58REVO FINANCIAL, LLC
CRD 172646
OK$135.4M2Fidelity
B58PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD 217514
OK$167.1M2Charles Schwab
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James
B57MEMPHIS CAPITAL MANAGEMENT, LLC
CRD 134522
TN$268.6M2E*Trade
B57WEITZEL FINANCIAL SERVICES, INC.
CRD 27346
IA$327.8M7Charles Schwab
B57TFP MANAGEMENT, LLC
CRD 313543
IA$273.0M3Charles Schwab
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James
B57SOLAS BIOVENTURES MANAGEMENT, LLC
CRD 322344
TN$165.0ME*Trade
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles Schwab
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab
B57NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676
TN$2.21B7E*Trade
B56PINNACLE HOLDINGS, LLC
CRD 108086
OK$508.3M6Charles Schwab
B55COSEY FINANCIAL SERVICES, INC.
CRD 140175
TN$123.7M3Charles Schwab
B55AGP FRANKLIN, LLC
CRD 331699
TN$247.1M3Raymond James
B55CARDINAL WEALTH ADVISORY, LLC
CRD 136659
TN$273.2M2E*Trade
B55HOGAN INVESTMENT COUNSEL, LLC
CRD 160186
TN$107.2M1
B55SUSTAINABLE ADVISORS ALLIANCE LLC
CRD 312061
OK$234.8M8Charles Schwab
B55INVESTMENT & RETIREMENT ADVISORS, LLC
CRD 131741
TN$138.6M2E*Trade
B55MELIORA CAPITAL, LLC
CRD 172367
OK$174.8M1Charles Schwab
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab
B53EVEN HERD LLC
CRD 329728
OK$55.9ME*Trade
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James
B53JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636
TN$146.2M3Charles Schwab
B53THE NALLS SHERBAKOFF GROUP, LLC
CRD 168239
TN$337.1M3Charles Schwab