ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab
A87SILVER LAKE CAPITAL PARTNERS LLC
CRD 329997
TX$211.5M1Raymond James
A84STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146775
TX$134.6M1E*Trade
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab
A76CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
TX$228.5M4Fidelity
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade
A70DIESSLIN GROUP, INC.
CRD 110557
TX$696.3M5Charles Schwab
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles 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
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*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
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade
A65MONEY MANAGERS, INC.
CRD 104529
TX$146.6M3Charles Schwab
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab
A65THE WEALTH COACH, LLC
CRD 144588
TX$219.6M3Pershing
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab
B65MASTERPIECE CAPITAL, LLC
CRD 290075
TX$124.9M1E*Trade
B65AWH CAPITAL, L.P.
CRD 146740
TX$147.6M1E*Trade
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6ME*Trade
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab
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
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1MFidelity
B63QMP MANAGEMENT, LLC
CRD 285478
TX$174.3ME*Trade
B62SMEDLEY FINANCIAL SERVICES INC
CRD 110870
UT$341.8M6E*Trade
B61PUTTERMAN, DEAN ELIOT
CRD 111779
TX$324.5MCharles Schwab
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab
B61L.D. LOWE WEALTH ADVISORY, INC.
CRD 136596
TX$118.8M1E*Trade
B61SKYBOUND WEALTH MANAGEMENT USA, LLC
CRD 313358
TX$166.5M10E*Trade