ScoreFirmStateAUMAdvisorsCustodian
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1MFidelity
B63VAUGHAN AND COMPANY SECURITIES, INC.
CRD 18826
NJ$218.9M2Fidelity
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity
B54HIGH POINT WEALTH MANAGEMENT, LLC
CRD 147111
NJ$192.9M2Fidelity
B53191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT
CRD 124288
NJ$150.1M1Fidelity
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3MFidelity
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity
C48PHAROS CAPITAL GROUP, LLC
CRD 158849
TN$629.6MFidelity
C48ANCHOR HEALTH CAPITAL, LLC
CRD 309949
TN$166.0MFidelity
C47LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973
NJ$187.7M2Fidelity
C46NCM CAPITAL MANAGEMENT, LLC
CRD 151109
NJ$539.4M3Fidelity
C45TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD 149101
TN$314.2MFidelity
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity
C42B. RILEY WEALTH ADVISORS, INC.
CRD 115927
TN$4.21B50Fidelity
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C41CHERRYDALE WEALTH MANAGEMENT, LLC
CRD 171541
NJ$495.5M1Fidelity
C41CADIA PRIVATE CLIENT LLC
CRD 337400
NJ$192.5M2Fidelity
C41HUDSON CAPITAL MANAGEMENT LLC
CRD 131208
NJ$642.6M6Fidelity
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity
C41CALLAWAY CAPITAL MANAGEMENT, LLC
CRD 285709
TN$211.3MBNY Mellon
C39MEDICUS WEALTH PLANNING, INC.
CRD 282904
UT$160.8M4Fidelity
C39PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300
NJ$1.22B7Fidelity
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity
C38SILVERLEAFE CAPITAL PARTNERS, LLC
CRD 133174
TN$449.2M6Fidelity
C36ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
CRD 313195
TN$272.4M5Fidelity
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity
C35OAKTOP CAPITAL MANAGEMENT II, L.P.
CRD 161896
NJ$1.23BFidelity
C35MACD ADVISORS LLC
CRD 171905
NJ$1.03BFidelity
C35ZAIS GROUP LLC
CRD 108371
NJ$5.26BBNY Mellon
C33AM INVESTMENT STRATEGIES, LLC
CRD 165823
TN$738.4M2Fidelity
C33PALISADE CAPITAL MANAGEMENT, LP
CRD 104581
NJ$3.86B14Fidelity
C32SOLUS ALTERNATIVE ASSET MANAGEMENT LP
CRD 144155
NJ$3.19BBNY Mellon
C32COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
CRD 150088
NJ$121.46BBNY Mellon
C32WOLF RIVER CAPITAL MANAGEMENT, LLC
CRD 149038
TN$328.7MFidelity
C32TEPP RIA LLC
CRD 283899
NJ$195.7M3Fidelity
C32HALL RETIREMENT PLANNING SERVICES, LLC
CRD 289847
TN$246.0M2Fidelity
C31PRIVATE ADVISOR GROUP, LLC
CRD 155216
NJ$44.33B50Fidelity
C30PYA WALTMAN CAPITAL, LLC
CRD 137283
TN$1.01B9Fidelity
C30AEGIS WEALTH GROUP, LLC
CRD 222515
UT$247.7M21Fidelity
C30E6 PORTFOLIOS
CRD 326617
UT$239.4M3Fidelity
C30SOUTHERN CAPITAL ADVISORS, LLC
CRD 292275
TN$636.9M6Fidelity
C29PGIM INVESTMENTS LLC
CRD 105670
NJ$344.84B50BNY Mellon
C28WEALTH QUARTERBACK LLC
CRD 282967
NJ$391.3M5Fidelity
C26NARUS FINANCIAL PARTNERS, LLC
CRD 173534
UT$559.0M5Fidelity
C26SHOREHAVEN WEALTH PARTNERS, LLC
CRD 308026
NJ$541.5M4Fidelity
C26ADVISORS CAPITAL MANAGEMENT, LLC
CRD 112266
NJ$12.20B50Fidelity
C23RATHER & KITTRELL, INC.
CRD 114885
TN$2.25B18Fidelity
C22TBH GLOBAL ASSET MANAGEMENT, LLC
CRD 145536
TN$1.48B13Fidelity
C21SIMON QUICK ADVISORS, LLC
CRD 132330
NJ$9.01B41Fidelity
C20EDGESTREAM PARTNERS, L.P.
CRD 166338
NJ$4.89BBNY Mellon