First Name
Last Name
Company Name
Email
Phone
AUM in Total
Number of Accounts
PAS
Primary Custodian
AIG
Apex Clearing
Ascensus
BNY Mellon
ByAll
Cambridge
Ceros Financial
Charles Schwab Inc.
Commonwealth Financial Network
Deutsche Bank
E*Trade
Equity Advisor Solutions
Fidelity
Financial Network Investment
First Allied Securities, Inc.
First Clearing
First Global Capital
Folio Institutional
FSC Securities
Interactive Brokers
LPL
MassMutual
Merrill
National Advisors Trust
NFS
Other
Pershing
Prudential
Raymond James
Royal Alliance Associates
Royal Bank of Canada
Schwab
Scottrade
Securities America
SEI
Shareholders Service Group
State Street
SunAmerica
TD Ameritrade
TIAA
Trade-PMR
Triad Advisors, Inc.
Trust Company of America
UBS
US Bank
Vanguard
Walnut Street Securities
Wells Fargo Clearing Services
Wilmington Trust
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