ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab
A71LEWIS FINANCIAL MANAGEMENT, LLC
CRD 116344
NC$338.7M3E*Trade
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles Schwab
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*Trade
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0MPershing
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6ME*Trade
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab
B64SANDER CAPITAL ADVISORS, INC.
CRD 112499
WA$210.0M2E*Trade
B64VORPAHL WING SECURITIES, INC.
CRD 47548
WA$124.4M4E*Trade
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1MFidelity
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9ME*Trade
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial