ScoreFirmStateAUMAdvisorsCustodian
A76CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
TX$228.5M4Fidelity
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity
A68GRACE CAPITAL MANAGEMENT, LLC
CRD 150054
TX$108.7M2Fidelity
A66STAVIS WEALTH TRANSFER SOLUTIONS, LLC
CRD 328185
TX$148.1M4Fidelity
B64M.C. BYRD WEALTH MANAGEMENT, LLC
CRD 151070
TX$294.2M3Fidelity
B63VAUGHAN AND COMPANY SECURITIES, INC.
CRD 18826
NJ$218.9M2Fidelity
B60ASSET PRESERVATION GROUP INC
CRD 108150
TX$321.2M2Fidelity
B59MURRAY INVESTMENT MANAGEMENT, LLC
CRD 146921
TX$159.1M1Fidelity
B589823 CAPITAL, LP
CRD 324329
TX$677.1M3Goldman Sachs
B57CAMDEN WEALTH ADVISORS LLC
CRD 148518
TX$366.3M5Fidelity
B56FOCUS WEALTH ADVISORS, LLC
CRD 165425
TX$247.6M1Fidelity
B56ATLASMARK FINANCIAL, INC.
CRD 152635
TX$228.6M1Fidelity
B54HIGH POINT WEALTH MANAGEMENT, LLC
CRD 147111
NJ$192.9M2Fidelity
B53191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT
CRD 124288
NJ$150.1M1Fidelity
B52CUSHING ASSET MANAGEMENT, LP
CRD 131517
TX$1.75B1Goldman Sachs
B52SUCCESSION FINANCIAL, INC.
CRD 336434
TX$210.3M3Fidelity
B50FORTHRIGHT FAMILY WEALTH ADVISORY LLC
CRD 304547
TX$191.2M1Fidelity
C50BLUESCAPE ENERGY PARTNERS LLC
CRD 283812
TX$890.4MGoldman Sachs
C49TDC CAPITAL ADVISORS, INC.
CRD 117769
TX$177.6M10Fidelity
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3MFidelity
C49WORTH VENTURE PARTNERS, LLC
CRD 168610
NJ$456.1MGoldman Sachs
C48EAGLE GLOBAL ADVISORS LLC
CRD 107306
TX$3.10B8Fidelity
C48PRECEPT MANAGEMENT, LLC
CRD 114671
TX$5.4M2Goldman Sachs
C47BLUM FINANCIAL, LP
CRD 149134
TX$208.6M1Fidelity
C47IAS WEALTH MANAGEMENT, INC.
CRD 112486
TX$549.0M8Fidelity
C47MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.
CRD 168333
TX$956.4M6Fidelity
C47LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973
NJ$187.7M2Fidelity
C46NCM CAPITAL MANAGEMENT, LLC
CRD 151109
NJ$539.4M3Fidelity
C46LUMINUS MANAGEMENT, LLC
CRD 157536
TX$442.8MGoldman Sachs
C46BLUESHIFT ASSET MANAGEMENT, LLC
CRD 290637
NJ$694.4MGoldman Sachs
C46HERITAGE WEALTH MANAGEMENT, INC.
CRD 122394
TX$357.8M4Fidelity
C45LBJ FAMILY WEALTH ADVISORS, LTD.
CRD 129701
TX$388.8M2Fidelity
C45SNOWCAP CAPITAL MANAGEMENT, LLC
CRD 146883
TX$238.9M2Fidelity
C45ALTERIS CAPITAL PARTNERS, LLC
CRD 335079
TX$139.5M3Fidelity
C44CPMG, INC.
CRD 131417
TX$855.8M5Fidelity
C44S HARRIS FINANCIAL GROUP, LLC
CRD 151899
TX$404.4M6Fidelity
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9MFidelity
C43DALAL STREET, LLC
CRD 161471
TX$936.3M1Fidelity
C42YACKTMAN ASSET MANAGEMENT LP
CRD 164420
TX$11.71B4Goldman Sachs
C41CHERRYDALE WEALTH MANAGEMENT, LLC
CRD 171541
NJ$495.5M1Fidelity
C41STEADMONT ADVISORS, LLC
CRD 328882
AL$430.7M4Fidelity
C41CADIA PRIVATE CLIENT LLC
CRD 337400
NJ$192.5M2Fidelity
C41ARWA LLC
CRD 337220
TX$335.0M3Fidelity
C41EVERKEY FINANCIAL LLC
CRD 325189
TX$10.6M1Fidelity
C41HUDSON CAPITAL MANAGEMENT LLC
CRD 131208
NJ$642.6M6Fidelity
C41ANCIENT ART, L.P.
CRD 141112
TX$1.50B1Goldman Sachs
C41ALONGSIDE, LLC
CRD 333587
TX$878.6M22Fidelity
C40OUTLOOK WEALTH ADVISORS, LLC
CRD 291465
TX$593.7M6Fidelity