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22 firms
ActiveState: IA×Custodian: Fidelity×Custodian: Goldman Sachs×Custodian: E*Trade×clear all
ScoreFirmStateAUMAdvisorsCustodian
B51BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD 13609
IA$906.4M50E*Trade→
C47PLAN2THRIVE FINANCIAL, LLC
CRD 317005
IA$147.5M3E*Trade→
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade→
C42BALLAST CAPITAL ADVISORS LLC
CRD 282369
IA$328.7M3E*Trade→
C39AEGON USA REALTY ADVISORS, LLC
CRD 286438
IA$394.5M—E*Trade→
C38DMKC ADVISORY SERVICES, LLC
CRD 145112
IA$902.5M11E*Trade→
C38PETERSON FINANCIAL GROUP, INC.
CRD 169519
IA$299.2M3Fidelity→
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade→
C35CLARITY ASSET MANAGEMENT, INC.
CRD 115699
IA$257.4M4Fidelity→
C34VAN METER ASSOCIATES, LLC
CRD 134191
IA—2E*Trade→
C33DYNAMIC FINANCIAL GROUP, LLC
CRD 288763
IA$539.6M3Fidelity→
C33OASIS ADVISORS, LLC
CRD 335555
IA$277.7M20Fidelity→
C31PRINCIPAL SECURITIES, INC.
CRD 1137
IA$17.02B50Fidelity→
C31DES MOINES INVESTMENTS, LLC
CRD 146322
IA$246.0M3E*Trade→
C30BTC CAPITAL MANAGEMENT, INC.
CRD 127158
IA$4.60B22E*Trade→
C28WEALTHSPAN PARTNERS, LLC
CRD 297712
IA$451.1M5Fidelity→
C27BINNACLE INVESTMENTS, INC.
CRD 313185
IA$264.1M5E*Trade→
C27ALPHABIT INVESTMENTS, LLC
CRD 334827
IA$7.7M2E*Trade→
C26SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
CRD 321109
IA$122.05B—E*Trade→
C25FBL WEALTH MANAGEMENT, LLC
CRD 291396
IA$9.2M50E*Trade→
C23PRINCIPAL ADVISED SERVICES, LLC
CRD 297324
IA$1.42B50E*Trade→
C19SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
CRD 106747
IA$0—E*Trade→