ScoreFirmStateAUMAdvisorsCustodian
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity
B63FINANCIAL LIFE PLANNERS LLC
CRD 129415
AZ$208.4M4Fidelity
B61SONAS FINANCIAL GROUP, INC.
CRD 122547
MO$149.8M4Fidelity
B61PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
AZ$301.0M2Fidelity
B54EMBARK WEALTH MANAGEMENT, LLC
CRD 157950
AZ$57.4M2Altruist
C50FINANCIAL DIRECTIONS LLC
CRD 108475
AZ$737.8M3Fidelity
C47JIM MACKAY FINANCIAL PLANNING, LLC
CRD 169583
MO$176.0M2Altruist
C47FOUNDATION WEALTH MANAGEMENT, LLC
CRD 127134
MO$660.6M5Fidelity
C44VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591
AZ$165.8M2Fidelity
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
C40INTERWEALTH MANAGEMENT, LLC
CRD 155597
AZ$298.0M5Fidelity
C40VISTA FINANCE, LLC
CRD 312082
MO$320.0M4Fidelity
C39WISE WEALTH PARTNERS, LLC
CRD 311639
AZ$153.5M2Fidelity
C39BAYNTREE WEALTH ADVISORS, LLC
CRD 226708
AZ$241.1M6Fidelity
C38SECURE INVESTMENT MANAGEMENT, LLC
CRD 141195
AZ$42.9M21Fidelity
C38CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CRD 298774
MO$889.3M7Fidelity
C30MARTINSEN WEALTH MANAGEMENT, LLC
CRD 332433
AZ$143.2M8Fidelity
C28UMB PRIVATE WEALTH MANAGEMENT, LLC
CRD 306374
MO$68.4M43Fidelity
C28COREPATH WEALTH PARTNERS LLC
CRD 299951
AZ$261.2M5Fidelity
C27STRATEGY FINANCIAL SERVICES, LLC
CRD 164531
AZ$366.7M8Fidelity
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
C17KINGDOM FINANCIAL GROUP, LLC
CRD 155676
AZ$520.9M18Fidelity
C16FLATTERY WEALTH MANAGEMENT LLC
CRD 315190
MO1Altruist
C16GARGAS INVESTMENTS LLC
CRD 323947
MO1Altruist