ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab
A83HINSDALE ASSOCIATES, INC.
CRD 108293
IL$120.1ME*Trade
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial
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
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab
A72VERSATILE CAPITAL MANAGEMENT L.L.C.
CRD 173611
IL$130.1M2
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
A69BRUCE & CO INC
CRD 104735
IL$379.5M1E*Trade
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab
A67TRUEMAN BROWN, LLC
CRD 141602
IL$196.1M1E*Trade
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
A66UNCOMMON EQUITY LLC
CRD 314936
IL$198.8ME*Trade
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab
A65OPUS FINANCIAL SOLUTIONS LLC
CRD 282311
IL$150.8M3Charles Schwab
A65BONDURANT INVESTMENT ADVISORY, LLC
CRD 297290
IL$111.1M3Charles Schwab
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab
B65SCG ASSET MANAGEMENT LLC
CRD 311843
IL$158.7ME*Trade
B65REGAL ADVISORY SERVICES, INC.
CRD 123842
IL$121.4M24E*Trade
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6ME*Trade