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1,903 firms
ActiveState: PA×State: MA×State: MI×State: CO×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD 125936
MI$161.9M1Charles Schwab→
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab→
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity→
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A80FINANCIALLY SPEAKING INC
CRD 106255
CO$164.8M1E*Trade→
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab→
A79COLUMBIA BENEFITS, LLC
CRD 132261
CO$116.2M1E*Trade→
A79MUTUAL FUND PROTECTION SERVICE
CRD 115961
CO$102.0M1Charles Schwab→
A79KRS CAPITAL MANAGEMENT, LLC
CRD 142928
MI$188.9M1Charles Schwab→
A79SANCTUARY WEALTH ADVISORS LLC
CRD 285428
CO$191.5M2Pershing→
A77GREYSTONE FINANCIAL GROUP, LLC
CRD 306595
MI$494.9M4Charles Schwab→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A74PETERSON FINANCIAL SERVICES LLC
CRD 106127
CO$124.0M1E*Trade→
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade→
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A74OPTIMAL CAPITAL ADVISORS, LLC
CRD 144719
MI$119.9M2Fidelity→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9M—Fidelity→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity→
A70HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
PA$104.4M4E*Trade→
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69SPECTRUM FINANCIAL RESOURCES, LLC
CRD 127453
MI$235.3M5Charles Schwab→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A69JOHN A. WOLFE & ASSOCIATES, INC.
CRD 110799
MI$560.7M1Charles Schwab→
A69JACK V. BUTTERFIELD INVESTMENT COMPANY
CRD 3998
MI$157.6M8E*Trade→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A68FENTON GREGORY COLEMAN
CRD 133301
MA$194.8M1Fidelity→
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab→
A68KALEEL INVESTMENT ADVISORS, LLC
CRD 131216
MA$145.4M2E*Trade→
A68MATTHEW 25 MANAGEMENT CORP
CRD 104566
PA$315.9M—E*Trade→
A68BTS ASSET MANAGEMENT INC
CRD 105215
MA$144.8M11E*Trade→
A68EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
CRD 150202
PA$21.3M—E*Trade→
A68GLASS RETIREMENT STRATEGIES, INC.
CRD 172610
MI$20.1M1E*Trade→
A68RETIREMENT RESOURCES, LLC
CRD 151889
MI$166.1M4E*Trade→
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab→
A66REITZ CAPITAL ADVISORS LLC
CRD 167088
MI$103.4M1Charles Schwab→
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab→
A66JFR FINANCIAL SERVICES, INC.
CRD 124456
MI$276.6M2Fidelity→
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→