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427 firms
ActiveState: SC×State: UT×State: IN×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade→
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2—→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade→
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
IN$220.2M8E*Trade→
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B64MCMAHAN CAPITAL MANAGEMENT LLC
CRD 109140
IN$135.9M2E*Trade→
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9M—E*Trade→
B63THOMAS STORY AND SON LLC
CRD 148774
IN$328.2M2E*Trade→
B62SMEDLEY FINANCIAL SERVICES INC
CRD 110870
UT$341.8M6E*Trade→
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B60REEF INVESTMENT MANAGEMENT LLC
CRD 309186
UT$234.3M1E*Trade→
B60JORDANELLE CAPITAL, LLC
CRD 323676
UT$179.2M—Northern Trust→
B60CRF FINANCIAL GROUP
CRD 127388
IN$279.5M1E*Trade→
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade→
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2M—E*Trade→
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade→
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab→
B58UNITED VALUE CAPITAL, LLC
CRD 300533
UT$122.0M—E*Trade→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B57OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
CRD 165355
UT$128.2M3E*Trade→
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab→
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab→
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab→
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade→
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1—→
B55PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
IN$111.5M1—→
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B55CHEROKEE & WALKER MANAGEMENT, LLC
CRD 160962
UT$100.8M4E*Trade→
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0M—E*Trade→