ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
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
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9ME*Trade
B63AMERICAN INVESTMENT ADVISORS INC
CRD 104579
WI$137.9MCharles Schwab
B62CENTRAL WEALTH MANAGEMENT LLC
CRD 293172
WI$136.8M1Charles Schwab
B62LASALLE INVESTMENT ADVISORS, INC.
CRD 109303
WI$133.6M5
B62SULLIVAN INVESTMENT MANAGEMENT LLC
CRD 289217
WI$111.8M1
B62BREAKTHRU ADVISORY SERVICES, LLC
CRD 332173
WI$125.7M1Charles Schwab
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab
B61REVIEW SERVICES INC
CRD 110277
WI$227.4M3Charles Schwab
B61ELITE RETIREMENT GROUP, INC.
CRD 312178
WI$168.4MCharles Schwab
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab
B61RIA SERVICES, LLC
CRD 281520
WI$276.1M2Charles Schwab
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade
B59STERLING CAPITAL MANAGEMENT INC
CRD 106822
WI$296.9M2E*Trade
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2ME*Trade
B59JOHN F SUBY WEALTH MANAGEMENT LLC
CRD 150824
WI$464.9M3E*Trade
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab
B59OMNI FINANCIAL LLC
CRD 314670
WI$116.9M1LPL Financial
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
B57WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
WI$251.2M2Charles Schwab
B57WARNKE/NICHOLS LTD.
CRD 112181
WI$160.0M2Charles Schwab
B57GENEVA PARTNERS, LLC
CRD 130768
WI$423.6M9E*Trade
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B56STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD 332731
WI$168.2M3E*Trade
B56ELITE WEALTH MANAGEMENT, INC.
CRD 333159
WI$161.4M4Charles Schwab
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade
B56NEXT GENERATION INVESTING, LLC
CRD 149017
KS$128.0M3E*Trade