ScoreFirmStateAUMAdvisorsCustodian
A87SILVER LAKE CAPITAL PARTNERS LLC
CRD 329997
TX$211.5M1Raymond James
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab
A84STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146775
TX$134.6M1E*Trade
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab
A76CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
TX$228.5M4Fidelity
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A70JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
MN$142.1M2E*Trade
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab
A70DIESSLIN GROUP, INC.
CRD 110557
TX$696.3M5Charles Schwab
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A69PERKINS CAPITAL MANAGEMENT INC
CRD 105028
MN$139.0M1E*Trade
A68GRACE CAPITAL MANAGEMENT, LLC
CRD 150054
TX$108.7M2Fidelity
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
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
A67THE CATALYST GROUP, INC.
CRD 333740
TX$199.4ME*Trade
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James
A67STRATEGIC ADVISORY SERVICES, L.L.C.
CRD 108706
TX$184.9M4E*Trade
A67RPS RETIREMENT PLAN ADVISORS
CRD 319220
TX$336.3M4Charles Schwab
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66BIRNAM WOOD CAPITAL, LLC
CRD 269897
TX$106.1M1Charles Schwab
A66STAVIS WEALTH TRANSFER SOLUTIONS, LLC
CRD 328185
TX$148.1M4Fidelity
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade
A65MONEY MANAGERS, INC.
CRD 104529
TX$146.6M3Charles Schwab
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
A65THE WEALTH COACH, LLC
CRD 144588
TX$219.6M3Pershing