ScoreFirmStateAUMAdvisorsCustodian
A80COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822
OK$176.0M1Charles Schwab
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab
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
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade
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
B62ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
OK$233.6M4Charles Schwab
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab
B61SONAS FINANCIAL GROUP, INC.
CRD 122547
MO$149.8M4Fidelity
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab
B60OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851
OK$4.3M1Charles 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
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
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
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
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James
B56BUILD ASSET MANAGEMENT, LLC
CRD 298354
MO$64.6M3Charles Schwab
B56ORION INVESTMENT CO
CRD 110867
MO$443.5M4E*Trade
B56PINNACLE HOLDINGS, LLC
CRD 108086
OK$508.3M6Charles Schwab
B56NEXT GENERATION INVESTING, LLC
CRD 149017
KS$128.0M3E*Trade
B56CLAYTON FINANCIAL GROUP, LLC
CRD 226729
MO$793.8M3Charles Schwab
B55SARVER VROOMAN WEALTH ADVISORS LLC
CRD 332699
MO$452.2M4E*Trade
B55DOUGLASS INVESTMENT GROUP LLC
CRD 331223
KS$173.6M2E*Trade
B55SUSTAINABLE ADVISORS ALLIANCE LLC
CRD 312061
OK$234.8M8Charles Schwab
B55MELIORA CAPITAL, LLC
CRD 172367
OK$174.8M1Charles Schwab
B55FORTIFY WEALTH, INC.
CRD 297433
MO$115.0M3Charles Schwab
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles 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
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab
B54DUNCKER, STREETT & CO., LLC
CRD 110828
MO$707.3M2Charles Schwab
B54RLB FINANCIAL LLC
CRD 151778
MO$173.6M3Charles Schwab
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab
B54DISCRETIONARY MANAGEMENT SERVICES, LLC
CRD 145851
KS$228.4M9E*Trade