ScoreFirmStateAUMAdvisorsCustodian
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity
A83HINSDALE ASSOCIATES, INC.
CRD 108293
IL$120.1ME*Trade
A80COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822
OK$176.0M1Charles Schwab
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade
A73CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260
MO$145.2M7Charles Schwab
A72SPARROW CAPITAL MANAGEMENT INC
CRD 106616
MO$113.3M1Charles Schwab
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity
A72VERSATILE CAPITAL MANAGEMENT L.L.C.
CRD 173611
IL$130.1M2
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab
A69BRUCE & CO INC
CRD 104735
IL$379.5M1E*Trade
A69STEWARDSHIP CAPITAL, LTD.
CRD 110944
MO$168.4M4Charles Schwab
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab
A68FENTON GREGORY COLEMAN
CRD 133301
MA$194.8M1Fidelity
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab
A68KALEEL INVESTMENT ADVISORS, LLC
CRD 131216
MA$145.4M2E*Trade
A68BTS ASSET MANAGEMENT INC
CRD 105215
MA$144.8M11E*Trade
A67TRUEMAN BROWN, LLC
CRD 141602
IL$196.1M1E*Trade
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab
A66UNCOMMON EQUITY LLC
CRD 314936
IL$198.8ME*Trade
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing
A65MOORE FINANCIAL ADVISORS, LTD.
CRD 130421
MA$127.2M5Fidelity
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab
A65OPUS FINANCIAL SOLUTIONS LLC
CRD 282311
IL$150.8M3Charles Schwab
A65BONDURANT INVESTMENT ADVISORY, LLC
CRD 297290
IL$111.1M3Charles Schwab
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial
B65SCG ASSET MANAGEMENT LLC
CRD 311843
IL$158.7ME*Trade
B65CORTLAND ASSOCIATES INC
CRD 104681
MO$958.0M4Charles Schwab
B65REGAL ADVISORY SERVICES, INC.
CRD 123842
IL$121.4M24E*Trade
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab
B64WEDGEWOOD PARTNERS, INC.
CRD 21923
MO$560.7M4Charles Schwab
B64CAPITAL RESOURCE MANAGEMENT INC
CRD 106768
IL$593.2M1E*Trade
B64INTERACTIVE FINANCIAL ADVISORS, INC.
CRD 125117
IL$240.4M32E*Trade