ScoreFirmStateAUMAdvisorsCustodian
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity
A70JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
MN$142.1M2E*Trade
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab
A69PERKINS CAPITAL MANAGEMENT INC
CRD 105028
MN$139.0M1E*Trade
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab
A68FENTON GREGORY COLEMAN
CRD 133301
MA$194.8M1Fidelity
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab
A68KALEEL INVESTMENT ADVISORS, LLC
CRD 131216
MA$145.4M2E*Trade
A68BTS ASSET MANAGEMENT INC
CRD 105215
MA$144.8M11E*Trade
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab
A67KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101
VA$261.0ME*Trade
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab
A66PORTFOLIO ADVISORY GROUP, INC.
CRD 116011
VA$115.8M2
A66GIRA & GIRA INVESTMENT ADVISORS LLC
CRD 167813
VA$121.4M2
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3ME*Trade
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing
A65MOORE FINANCIAL ADVISORS, LTD.
CRD 130421
MA$127.2M5Fidelity
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial