ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles 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
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab
A70INTERVEST LTD
CRD 104614
MD$247.0M2E*Trade
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade
A70GLOBAL BROKERAGE SERVICES, INC.
CRD 37505
MD$137.3M10E*Trade
A68THE ELLERSON GROUP INC
CRD 106658
MD$291.2M2E*Trade
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*Trade
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab
B65EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
CRD 145420
MD$220.9M5E*Trade
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles 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
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab
B61CONTINENTAL INVESTORS SERVICES, INC.
CRD 29775
WA$196.8M19E*Trade
B61PATHMONT, LLC
CRD 299217
WA$169.7M1Charles Schwab
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab
B60CRITERION AFRICA PARTNERS, INC
CRD 291386
MD$85.9ME*Trade
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab
B60TUFTON CAPITAL MANAGEMENT, LLC
CRD 113543
MD$463.8M5E*Trade
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6MRaymond James
B60BRUESKE ADVISORY SERVICES, LLC
CRD 300689
WA$35.8M4E*Trade
B59POTOMAC ASSET MANAGEMENT CO INC
CRD 105730
MD$114.3M
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo
B59CAPITAL FINANCIAL, LLC
CRD 122844
MD$159.4M2E*Trade
B59STRATEGIC WEALTH PARTNERS LLC
CRD 336564
TN$101.7M2E*Trade
B59PETRIE CAPITAL MANAGEMENT LLC.
CRD 136480
WA$105.2M1Charles Schwab
B59HARBORVIEW ASSET MANAGEMENT LLC
CRD 332767
WA$124.7M2Charles Schwab
B59LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD 335660
WA$142.0M1LPL Financial
B58MARTIN NELSON & CO., INC.
CRD 2903
WA$287.3M9Charles Schwab
B58A. J. PERRY & COMPANY, INC.
CRD 107041
MD$108.8M1