ScoreFirmStateAUMAdvisorsCustodian
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing
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
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles 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
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab
A66PORTFOLIO ADVISORY GROUP, INC.
CRD 116011
VA$115.8M2
A66GIRA & GIRA INVESTMENT ADVISORS LLC
CRD 167813
VA$121.4M2
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3ME*Trade
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles 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
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
B64SANDER CAPITAL ADVISORS, INC.
CRD 112499
WA$210.0M2E*Trade
B64JJSA ADVISORS, LTD.
CRD 116460
VA$154.3M2E*Trade
B64VORPAHL WING SECURITIES, INC.
CRD 47548
WA$124.4M4E*Trade
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity
B63OCTAGON FINANCE LLC
CRD 289850
VA$184.1ME*Trade
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9ME*Trade
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial
B61CONTINENTAL INVESTORS SERVICES, INC.
CRD 29775
WA$196.8M19E*Trade