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1,730 firms
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ScoreFirmStateAUMAdvisorsCustodian
A87SILVER LAKE CAPITAL PARTNERS LLC
CRD 329997
TX$211.5M1Raymond James→
A84STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146775
TX$134.6M1E*Trade→
A76CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
TX$228.5M4Fidelity→
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab→
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity→
A73CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260
MO$145.2M7Charles Schwab→
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity→
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity→
A72SPARROW CAPITAL MANAGEMENT INC
CRD 106616
MO$113.3M1Charles Schwab→
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab→
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity→
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity→
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab→
A70DIESSLIN GROUP, INC.
CRD 110557
TX$696.3M5Charles Schwab→
A69STEWARDSHIP CAPITAL, LTD.
CRD 110944
MO$168.4M4Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
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→
A67THE CATALYST GROUP, INC.
CRD 333740
TX$199.4M—E*Trade→
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab→
A67STRATEGIC ADVISORY SERVICES, L.L.C.
CRD 108706
TX$184.9M4E*Trade→
A67RPS RETIREMENT PLAN ADVISORS
CRD 319220
TX$336.3M4Charles Schwab→
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles 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→
A65MONEY MANAGERS, INC.
CRD 104529
TX$146.6M3Charles Schwab→
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→
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B65MASTERPIECE CAPITAL, LLC
CRD 290075
TX$124.9M1E*Trade→
B65AWH CAPITAL, L.P.
CRD 146740
TX$147.6M1E*Trade→
B65CORTLAND ASSOCIATES INC
CRD 104681
MO$958.0M4Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64WEDGEWOOD PARTNERS, INC.
CRD 21923
MO$560.7M4Charles Schwab→
B64TECA PARTNERS, LP
CRD 298106
TX$174.8M—E*Trade→
B64FOUNDERS CAPITAL MANAGEMENT INC
CRD 111164
TX$281.8M3Charles Schwab→
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing→
B64M.C. BYRD WEALTH MANAGEMENT, LLC
CRD 151070
TX$294.2M3Fidelity→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→