ScoreFirmStateAUMAdvisorsCustodian
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity
B62DOWLING FINANCIAL SERVICES, INC
CRD 155624
CT$179.3M2Fidelity
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon
B52LANSDOWNE WEALTH MANAGEMENT, LLC
CRD 155422
CT$227.7M7Fidelity
B51MONTE FINANCIAL GROUP, LLC
CRD 150119
CT$482.4M6Fidelity
C49ALPINE HILL ADVISORS LLC
CRD 325412
CT$114.5M2Fidelity
C47LITVAK WEALTH, LLC
CRD 170805
CT$536.1M4Fidelity
C46ITS ASSET MANAGEMENT LP
CRD 106977
CT$297.8M2Fidelity
C46CDM FINANCIAL COUNSELING SERVICES, INC.
CRD 126295
CT$315.4M2Fidelity
C46K2/D&S MANAGEMENT CO., L.L.C.
CRD 123826
CT$6.53BBNY Mellon
C45TOOMEY INVESTMENT MANAGEMENT, INC
CRD 127346
CT$321.0M3Fidelity
C45COOPER FINANCIAL SERVICES, INC.
CRD 104671
CT$195.6M3Fidelity
C45THOMPSON WEALTH SOLUTIONS, LLC
CRD 338023
MD$172.1M2Fidelity
C44BERMAN MCALEER, LLC
CRD 332906
MD$1.82B13Fidelity
C44CROMWELL INVESTMENT ADVISORS, LLC
CRD 314411
MD$368.9MBNY Mellon
C42FAMILY OFFICE RESEARCH, LLC
CRD 144136
MD$648.2M3Fidelity
C39BEACON INVESTMENT ADVISORS LLC
CRD 127368
MD$541.9M1Fidelity
C38JEFFREY N. MEHLER, CFP LLC
CRD 126681
CT$416.2M3Fidelity
C36TRITONPOINT PARTNERS, LLC
CRD 333259
MD$286.5M9Fidelity
C35EMPOWER FINANCIAL ADVISORY, LLC
CRD 313968
CT$635.8M4Fidelity
C35AST INVESTMENT SERVICES, INC.
CRD 108897
CT$91.47BBNY Mellon
C35DUKE FUNDING MANAGEMENT, L.L.C.
CRD 117590
CT$126.9MBNY Mellon
C33BRADLEY FOSTER & SARGENT INC
CRD 106928
CT$9.07B25Fidelity
C33AMG FUNDS LLC
CRD 153456
CT$18.25B7BNY Mellon
C32HARDMAN JOHNSTON GLOBAL ADVISORS LLC
CRD 112500
CT$8.77B2BNY Mellon
C32TRUMBOWER FINANCIAL ADVISORS LLC
CRD 107495
MD$1.98B6Fidelity
C32ESSEX FINANCIAL SERVICES, INC.
CRD 127549
CT$4.17B33Fidelity
C32SPECTRUM ASSET MANAGEMENT, INC.
CRD 300463
CT$18.30B4Fidelity
C31REALTERM TRANSPORTATION LLC
CRD 322689
MD$10.87BBNY Mellon
C30FAIRBRIDGE ASSET MANAGEMENT LLC
CRD 314538
CT$535.4MFidelity
C30GREAT POINT PARTNERS, LLC
CRD 158423
CT$1.78BFidelity
C30AXA INVESTMENT MANAGERS US INC
CRD 113608
CT$79.24BBNY Mellon
C29BURKHOLDER & ASSOCIATES, LLC
CRD 313338
MD$287.4M2Fidelity
C28OAKRIDGE MANAGEMENT GROUP LLC
CRD 306284
CT$1.37BFidelity
C28COASTAL BRIDGE ADVISORS, LLC
CRD 152569
CT$5.02B24Fidelity
C28A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC
CRD 8361
CT$2.30B50Fidelity
C27T. ROWE PRICE (CANADA) INC.
CRD 107290
MD$6.55B4BNY Mellon
C26GOODNOW INVESTMENT GROUP LLC
CRD 136792
CT$1.13BFidelity
C26CONNECTICUT WEALTH MANAGEMENT, LLC
CRD 154310
CT$4.48B48Fidelity
C25LONG PATH PARTNERS, LP
CRD 299053
CT$1.73BBNY Mellon
C25HUDSON STRUCTURED CAPITAL MANAGEMENT LTD.
CRD 282919
CT$4.03BBNY Mellon
C24D.F. DENT AND COMPANY, INC.
CRD 105179
MD$7.88B7Fidelity
C24JB CAPITAL LLC
CRD 171168
CT$2.78B27Fidelity
C22VIRTUS FIXED INCOME ADVISERS, LLC
CRD 146029
CT$34.91B4BNY Mellon
C22ELLINGTON GLOBAL ASSET MANAGEMENT, LLC
CRD 141772
CT$9.18BBNY Mellon
C22MC CREDIT PARTNERS LP
CRD 167929
CT$4.94BBNY Mellon
C22STONE POINT CREDIT ADVISER LLC
CRD 310377
CT$11.13BBNY Mellon
C21CANNAE PORTFOLIO ADVISORS, LLC
CRD 310606
CT$859.4MBNY Mellon
C17CROSS OCEAN PARTNERS MANAGEMENT LP
CRD 285340
CT$6.29BBNY Mellon