ScoreFirmStateAUMAdvisorsCustodian
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity
B61SONAS FINANCIAL GROUP, INC.
CRD 122547
MO$149.8M4Fidelity
C47JIM MACKAY FINANCIAL PLANNING, LLC
CRD 169583
MO$176.0M2Altruist
C47FOUNDATION WEALTH MANAGEMENT, LLC
CRD 127134
MO$660.6M5Fidelity
C43STONEBRIDGE FINANCIAL GROUP, LLC
CRD 337972
MO$2.40B7Fidelity
C42NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
CRD 105580
MO$338.1M2Fidelity
C40MODERN DOLLAR PLANNING, LLC
CRD 174695
MO$159.1M2Fidelity
C40VISTA FINANCE, LLC
CRD 312082
MO$320.0M4Fidelity
C38CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CRD 298774
MO$889.3M7Fidelity
C28UMB PRIVATE WEALTH MANAGEMENT, LLC
CRD 306374
MO$68.4M43Fidelity
C25PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
CRD 311623
MO$7.13B22Fidelity
C24ATWOOD & PALMER, INC.
CRD 104995
MO$2.04B7Fidelity
C21MOMENT PRIVATE WEALTH, LLC
CRD 313223
MO$357.2M6Fidelity
C16FLATTERY WEALTH MANAGEMENT LLC
CRD 315190
MO1Altruist
C16GARGAS INVESTMENTS LLC
CRD 323947
MO1Altruist