ScoreFirmStateAUMAdvisorsCustodian
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles 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
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity
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
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A69PERKINS CAPITAL MANAGEMENT INC
CRD 105028
MN$139.0M1E*Trade
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab
A67KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101
VA$261.0ME*Trade
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66PORTFOLIO ADVISORY GROUP, INC.
CRD 116011
VA$115.8M2
A66GIRA & GIRA INVESTMENT ADVISORS LLC
CRD 167813
VA$121.4M2
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3ME*Trade
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab
B64HUNTER MICHAEL INVESTMENT ADVISORS INC
CRD 107884
VA$81.2M1E*Trade
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing
B64COURAGE MILLER PARTNERS, LLC
CRD 147360
VA$480.7M3Charles Schwab
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab
B64GREENBERG GARY LOUIS
CRD 108423
MN$141.1M1E*Trade