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
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab
A70DIESSLIN GROUP, INC.
CRD 110557
TX$696.3M5Charles Schwab
A68GRACE CAPITAL MANAGEMENT, LLC
CRD 150054
TX$108.7M2Fidelity
A67THE CATALYST GROUP, INC.
CRD 333740
TX$199.4ME*Trade
A67STRATEGIC ADVISORY SERVICES, L.L.C.
CRD 108706
TX$184.9M4E*Trade
A67RPS RETIREMENT PLAN ADVISORS
CRD 319220
TX$336.3M4Charles Schwab
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
A65THE WEALTH COACH, LLC
CRD 144588
TX$219.6M3Pershing
B65MASTERPIECE CAPITAL, LLC
CRD 290075
TX$124.9M1E*Trade
B65AWH CAPITAL, L.P.
CRD 146740
TX$147.6M1E*Trade
B64TECA PARTNERS, LP
CRD 298106
TX$174.8ME*Trade
B64FOUNDERS CAPITAL MANAGEMENT INC
CRD 111164
TX$281.8M3Charles Schwab
B64M.C. BYRD WEALTH MANAGEMENT, LLC
CRD 151070
TX$294.2M3Fidelity
B64CARGILE INVESTMENT MANAGEMENT, INC.
CRD 116982
TX$394.6M3Charles Schwab
B64RETIREMENT ADVISORS, LLC
CRD 147701
TX$186.4M3E*Trade
B63QMP MANAGEMENT, LLC
CRD 285478
TX$174.3ME*Trade
B61PUTTERMAN, DEAN ELIOT
CRD 111779
TX$324.5MCharles Schwab
B61L.D. LOWE WEALTH ADVISORY, INC.
CRD 136596
TX$118.8M1E*Trade
B61SKYBOUND WEALTH MANAGEMENT USA, LLC
CRD 313358
TX$166.5M10E*Trade
B61MIAI, INC.
CRD 111695
TX$213.3M5E*Trade
B61CERTIFIED FINANCIAL STRATEGIES CORPORATION
CRD 114361
TX$133.3M2Charles Schwab
B61CAPITAL ADVISORY GROUP, INC.
CRD 114539
TX$224.9M2Charles Schwab
B61BISON INVESTMENT ADVISORS, LLC
CRD 149775
TX$157.5M3Charles Schwab
B61FAMILY DYNASTY ADVISORS LLC
CRD 297082
TX$52.3M2Charles Schwab
B60FLACK, EMBER LOUISE
CRD 114269
TX$180.0ME*Trade
B60ROCK HILL CAPITAL GROUP, LLC
CRD 163129
TX$238.8ME*Trade
B60JTS FUND ADVISORS, LLC
CRD 283677
TX$156.4MU.S. Bank
B60M & A CONSULTING GROUP, LLC
CRD 286078
TX$155.4M2Charles Schwab
B60ASSET PRESERVATION GROUP INC
CRD 108150
TX$321.2M2Fidelity
B59WEALTHYX LLC
CRD 172380
TX$68.8ME*Trade
B59OUTFITTER ENERGY MANAGEMENT, LLC
CRD 286213
TX$239.6ME*Trade
B59D.H. HILL ADVISORS, INC.
CRD 116324
TX$226.4M18Charles Schwab
B59DOUBLE EAGLE CAPITAL MANAGEMENT LP
CRD 135522
TX$133.2M1E*Trade
B59PIVOT POINT ADVISORS, LLC
CRD 130562
TX$141.7M2Charles Schwab
B59MURRAY INVESTMENT MANAGEMENT, LLC
CRD 146921
TX$159.1M1Fidelity
B59FOGARTY WEALTH MANAGEMENT, INC.
CRD 283998
TX$135.3M1Charles Schwab
B58TKC WEALTH MANAGEMENT LLC
CRD 158498
TX$138.6M5Charles Schwab
B58JAYKAY WEALTH ADVISORS, INC.
CRD 170192
TX$173.8M3LPL Financial
B58DDELTA REAL ESTATE INVESTMENTS INC.
CRD 326662
TX$169.6M1Pershing