ScoreFirmStateAUMAdvisorsCustodian
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
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
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
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
A73CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260
MO$145.2M7Charles Schwab
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade
A72SPARROW CAPITAL MANAGEMENT INC
CRD 106616
MO$113.3M1Charles Schwab
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity
A72VERSATILE CAPITAL MANAGEMENT L.L.C.
CRD 173611
IL$130.1M2
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab
A69BRUCE & CO INC
CRD 104735
IL$379.5M1E*Trade
A69STEWARDSHIP CAPITAL, LTD.
CRD 110944
MO$168.4M4Charles Schwab
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab
A67TRUEMAN BROWN, LLC
CRD 141602
IL$196.1M1E*Trade
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade
A66UNCOMMON EQUITY LLC
CRD 314936
IL$198.8ME*Trade
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles 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
B65SCG ASSET MANAGEMENT LLC
CRD 311843
IL$158.7ME*Trade
B65CORTLAND ASSOCIATES INC
CRD 104681
MO$958.0M4Charles Schwab
B65REGAL ADVISORY SERVICES, INC.
CRD 123842
IL$121.4M24E*Trade
B64WEDGEWOOD PARTNERS, INC.
CRD 21923
MO$560.7M4Charles Schwab
B64CAPITAL RESOURCE MANAGEMENT INC
CRD 106768
IL$593.2M1E*Trade
B64INTERACTIVE FINANCIAL ADVISORS, INC.
CRD 125117
IL$240.4M32E*Trade
B64SANDER CAPITAL ADVISORS, INC.
CRD 112499
WA$210.0M2E*Trade
B64WOODFIELD FINANCIAL ADVISORS, INC.
CRD 123279
IL$230.1M3E*Trade
B64VORPAHL WING SECURITIES, INC.
CRD 47548
WA$124.4M4E*Trade
B64NEW VERNON INVESTMENT MANAGEMENT LLC
CRD 160247
IL$115.5MPershing
B63AMERICAN INVESTMENT ADVISORS INC
CRD 104579
WI$137.9MCharles Schwab