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2,648 firms
ActiveState: SC×State: FL×State: PA×State: MA×State: WI×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90WINNING POINTS ADVISORS, L.L.C.
CRD 118077
FL$173.1M1Charles Schwab→
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity→
A84SHANNON T. PITNER AND COMPANY
CRD 311853
FL$107.9M1Raymond James→
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A81WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD 150139
FL$101.3M2Pershing→
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo→
A80OSPREY CAPITAL MANAGEMENT CORP.
CRD 172524
FL$197.2M—E*Trade→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles 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→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A75SYNTAX RESEARCH, INC.
CRD 151948
FL$202.9M1E*Trade→
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade→
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity→
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
FL$150.6M3Charles Schwab→
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9M—Fidelity→
A72MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
FL$119.6M2Charles Schwab→
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity→
A71FUTURA ASSET ADVISORS LLC
CRD 136285
FL$114.8M1E*Trade→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A70HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
PA$104.4M4E*Trade→
A70BUCKEYE-PACIFIC LLC
CRD 311553
FL$225.4M—Goldman Sachs→
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab→
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601
FL$121.9M11Charles Schwab→
A69AMERICAN ASSET MANAGEMENT INC.
CRD 123116
FL$153.3M1Charles Schwab→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A69LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512
FL$156.8M5Charles Schwab→
A68INGRAM ADVISORY SERVICES, LLC
CRD 123508
FL$109.3M2Pershing→
A68RUTHERFORD ASSET PLANNING, INC.
CRD 128036
FL$181.3M1Charles Schwab→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A68FENTON GREGORY COLEMAN
CRD 133301
MA$194.8M1Fidelity→
A68LOYOLA ASSET MANAGEMENT LLC
CRD 153255
FL$239.9M3Pershing→
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab→
A68UNIMAR FINANCIAL SERVICES, LLC
CRD 159674
FL$230.8M3Pershing→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
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→
A68CAMPBELL CAPITAL MANAGEMENT INC
CRD 106130
FL$303.3M1E*Trade→
A68EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
CRD 150202
PA$21.3M—E*Trade→
A68ZEST CAPITAL LLC
CRD 316889
FL$90.6M—E*Trade→