ScoreFirmStateAUMAdvisorsCustodian
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity
B54ARCHON CAPITAL MANAGEMENT LLC
CRD 130499
WA$214.6M3Fidelity
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44SAGE ADVISORS, LLC
CRD 301328
WA$575.1M4Fidelity
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity
C42BASECAMP WEALTH ADVISORS, LLC
CRD 334018
WA$1.08B4Fidelity
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C41RAINIER FAMILY WEALTH, INC.
CRD 332062
WA$331.5M3Fidelity
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity
C39MEDICUS WEALTH PLANNING, INC.
CRD 282904
UT$160.8M4Fidelity
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity
C36THE RETIREMENT SOLUTION LLC
CRD 148106
WA$699.4M17Fidelity
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity
C33BRIGHTON JONES LLC
CRD 108601
WA$18.88B50Fidelity
C30AEGIS WEALTH GROUP, LLC
CRD 222515
UT$247.7M21Fidelity
C30E6 PORTFOLIOS
CRD 326617
UT$239.4M3Fidelity
C29PARKER FINANCIAL LLC
CRD 144293
WA$272.0M4Fidelity
C27180 WEALTH ADVISORS, LLC
CRD 284921
WA$1.36B3Fidelity
C26NARUS FINANCIAL PARTNERS, LLC
CRD 173534
UT$559.0M5Fidelity
C25PARCION PRIVATE WEALTH LLC
CRD 305115
WA$2.95B15Fidelity
C24ALETHEIAN WEALTH ADVISORS LLC
CRD 304623
WA$412.5M5Fidelity
C20ELEVATED CAPITAL ADVISORS, LLC
CRD 226721
UT$499.1M21Fidelity
C20NEW MILLENNIUM GROUP, LLC
CRD 299249
UT$257.0M13Fidelity
C19CONSILIO WEALTH ADVISORS, LLC
CRD 314466
WA$555.8M7Fidelity
C16FORTIS CAPITAL MANAGEMENT LLC
CRD 172198
WA$1.16B16Fidelity