ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab
A71LEWIS FINANCIAL MANAGEMENT, LLC
CRD 116344
NC$338.7M3E*Trade
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles Schwab
A68DRUM HILL CAPITAL, LLC
CRD 123359
CT$194.3M3E*Trade
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab
A67HERITAGE CAPITAL, LLC
CRD 127650
CT$146.9M3E*Trade
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*Trade
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0MPershing
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab
B64P.A.W. CAPITAL PARTNERS, LP
CRD 161094
CT$166.8MGoldman Sachs
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1MFidelity
B63LBB HOLDING COMPANY LLC
CRD 282285
CT$199.5MJPMorgan
B63BCK CAPITAL MANAGEMENT LP
CRD 282798
CT$112.4MGoldman Sachs
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9ME*Trade
B63CRUISER CAPITAL ADVISORS, LLC
CRD 168739
CT$104.4MPershing