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1,353 firms
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ScoreFirmStateAUMAdvisorsCustodian
A87SILVER LAKE CAPITAL PARTNERS LLC
CRD 329997
TX$211.5M1Raymond James→
A84STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146775
TX$134.6M1E*Trade→
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
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→
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→
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→
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$199.4M—E*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→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
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→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade→
B64TECA PARTNERS, LP
CRD 298106
TX$174.8M—E*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$174.3M—E*Trade→
B61PUTTERMAN, DEAN ELIOT
CRD 111779
TX$324.5M—Charles Schwab→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles 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→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B60FLACK, EMBER LOUISE
CRD 114269
TX$180.0M—E*Trade→
B60ROCK HILL CAPITAL GROUP, LLC
CRD 163129
TX$238.8M—E*Trade→
B60JTS FUND ADVISORS, LLC
CRD 283677
TX$156.4M—U.S. Bank→
B60M & A CONSULTING GROUP, LLC
CRD 286078
TX$155.4M2Charles Schwab→
B60ASSET PRESERVATION GROUP INC
CRD 108150
TX$321.2M2Fidelity→