ScoreFirmStateAUMAdvisorsCustodian
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1MFidelity
C48PHAROS CAPITAL GROUP, LLC
CRD 158849
TN$629.6MFidelity
C48ANCHOR HEALTH CAPITAL, LLC
CRD 309949
TN$166.0MFidelity
C45TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD 149101
TN$314.2MFidelity
C45NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179
WI$173.5M3Fidelity
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity
C42B. RILEY WEALTH ADVISORS, INC.
CRD 115927
TN$4.21B50Fidelity
C41CALLAWAY CAPITAL MANAGEMENT, LLC
CRD 285709
TN$211.3MBNY Mellon
C40RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031
SC$281.0M4Fidelity
C38SILVERLEAFE CAPITAL PARTNERS, LLC
CRD 133174
TN$449.2M6Fidelity
C36ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
CRD 313195
TN$272.4M5Fidelity
C33AM INVESTMENT STRATEGIES, LLC
CRD 165823
TN$738.4M2Fidelity
C32WOLF RIVER CAPITAL MANAGEMENT, LLC
CRD 149038
TN$328.7MFidelity
C32HALL RETIREMENT PLANNING SERVICES, LLC
CRD 289847
TN$246.0M2Fidelity
C32SAOS CAPITAL, LLC
CRD 159515
SC$239.1M3Fidelity
C30PYA WALTMAN CAPITAL, LLC
CRD 137283
TN$1.01B9Fidelity
C30SOUTHERN CAPITAL ADVISORS, LLC
CRD 292275
TN$636.9M6Fidelity
C27MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD 112995
WI$649.3M16Fidelity
C26HOBBS GROUP ADVISORS LLC
CRD 157274
SC$584.4M7Fidelity
C26KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787
WI$1.16B13Fidelity
C25COLONIAL TRUST ADVISORS, INC.
CRD 110257
SC$1.85B15Fidelity
C25AVAII WEALTH MANAGEMENT, LLC
CRD 298165
WI$602.8M9Fidelity
C23RATHER & KITTRELL, INC.
CRD 114885
TN$2.25B18Fidelity
C22TBH GLOBAL ASSET MANAGEMENT, LLC
CRD 145536
TN$1.48B13Fidelity
C20ESTATE COUNSELORS, LLC
CRD 123452
WI$1.35B7Fidelity
C19GAVION, LLC
CRD 167807
TNFidelity
C14RETIREMENT FINANCIAL SOLUTIONS, LLC
CRD 285347
TN$361.7M14Fidelity
C14ENDOWMENT WEALTH MANAGEMENT, INC.
CRD 108652
WI$609.2M12Fidelity
C11BEACON CAPITAL MANAGEMENT, LLC
CRD 156228
TN$1.27B17Fidelity