ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity
B57C.W. O'CONNER WEALTH ADVISORS, INC.
CRD 125646
GA$264.6M3Fidelity
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers
B55MAVEN CAPITAL PARTNERS, LLC
CRD 300626
GA$152.9M5Fidelity
B53CFS WEALTH MANAGEMENT, LLC
CRD 135579
GA$189.1M5Fidelity
B50REICON WEALTH ADVISORS, LLC
CRD 315043
GA$220.1M5Fidelity
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity
C43CYGNUS CAPITAL ADVISORS, LLC
CRD 323041
GA$229.7MFidelity
C40RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031
SC$281.0M4Fidelity
C37KIKER WEALTH MANAGEMENT, LLC
CRD 154405
GA$395.1M4Fidelity
C35ARCAPITA INVESTMENT MANAGEMENT US INC.
CRD 168148
GA$674.6MBNY Mellon
C32SAOS CAPITAL, LLC
CRD 159515
SC$239.1M3Fidelity
C31HOWARD CAPITAL MANAGEMENT, INC.
CRD 118070
GA$8.01B23Fidelity
C30SWMG HOLDINGS, LLC
CRD 285713
GA$428.5M4Fidelity
C29CHRISTY CAPITAL MANAGEMENT, INC.
CRD 149313
GA$376.3M12Fidelity
C28GOODWIN INVESTMENT ADVISORY, LLC
CRD 131193
GA$397.0M8Fidelity
C28SYNOVUS SECURITIES, INC.
CRD 14023
GA$8.45B50Fidelity
C27TRUIST ADVISORY SERVICES, INC.
CRD 283390
GA$77.39B50Fidelity
C26HOBBS GROUP ADVISORS LLC
CRD 157274
SC$584.4M7Fidelity
C25COLONIAL TRUST ADVISORS, INC.
CRD 110257
SC$1.85B15Fidelity
C21BLUEARC CAPITAL MANAGEMENT, LLC
CRD 167233
GA$2.44BInteractive Brokers
C15SAGE MOUNTAIN ADVISORS, LLC
CRD 298593
GA$4.29B21Fidelity