ScoreFirmStateAUMAdvisorsCustodian
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9MFidelity
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab
A70INTERVEST LTD
CRD 104614
MD$247.0M2E*Trade
A70HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
PA$104.4M4E*Trade
A70GLOBAL BROKERAGE SERVICES, INC.
CRD 37505
MD$137.3M10E*Trade
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab
A68THE ELLERSON GROUP INC
CRD 106658
MD$291.2M2E*Trade
A68MATTHEW 25 MANAGEMENT CORP
CRD 104566
PA$315.9ME*Trade
A68EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
CRD 150202
PA$21.3ME*Trade
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles Schwab
A65OAKMONT INVESTMENT ADVISORS, INC.
CRD 111095
PA$192.2M3Fidelity
B65MALVERN CAPITAL MANAGEMENT, LLC
CRD 292396
PA$258.1M4E*Trade
B65EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
CRD 145420
MD$220.9M5E*Trade
B65CHRISTINE MESSMER, P.C.
CRD 121202
PA$240.6M1Charles Schwab
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6ME*Trade
B64PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289
PA$426.0M6Raymond James
B64FOUNDATION CAPITAL MANAGEMENT, LLC
CRD 142659
PA$243.8M2E*Trade
B62CMG CAPITAL MANAGEMENT GROUP, INC.
CRD 110750
PA$256.5M2E*Trade
B62VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
PA$223.3M6Charles Schwab
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab
B61LIBERTY ASSET MANAGEMENT, LLC
CRD 142094
PA$141.0M5E*Trade
B61ADARE ASSET MANAGEMENT, LLC
CRD 152471
PA$159.3M1Fidelity
B61SECTOR ANALYSTS LLC
CRD 169789
PA$238.2M2Charles Schwab
B61WHARTON WEALTH MANAGEMENT, LLC
CRD 281348
PA$209.2M2Pershing
B61CGI WEALTH ADVISORS, INC.
CRD 311273
PA$129.4M2Altruist
B61GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD 106410
PA$290.5M1Charles Schwab
B61BOUVEL INVESTMENT PARTNERS, LLC
CRD 108436
PA$374.4M3Pershing
B61WYZE WEALTH ADVISORS, LLC
CRD 329413
PA$264.5M3Charles Schwab
B60NESTLERODE & LOY, INC.
CRD 2907
PA$199.1M4E*Trade
B60V3LIMITED LLC
CRD 169624
PA$122.4MFidelity
B60CRITERION AFRICA PARTNERS, INC
CRD 291386
MD$85.9ME*Trade
B60TUFTON CAPITAL MANAGEMENT, LLC
CRD 113543
MD$463.8M5E*Trade