ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity
B57C.W. O'CONNER WEALTH ADVISORS, INC.
CRD 125646
GA$264.6M3Fidelity
B55MAVEN CAPITAL PARTNERS, LLC
CRD 300626
GA$152.9M5Fidelity
B53CFS WEALTH MANAGEMENT, LLC
CRD 135579
GA$189.1M5Fidelity
B50REICON WEALTH ADVISORS, LLC
CRD 315043
GA$220.1M5Fidelity
C43CYGNUS CAPITAL ADVISORS, LLC
CRD 323041
GA$229.7MFidelity
C38PETERSON FINANCIAL GROUP, INC.
CRD 169519
IA$299.2M3Fidelity
C37GMT CAPITAL CORP.
CRD 160404
GA$6.90BGoldman Sachs
C37KIKER WEALTH MANAGEMENT, LLC
CRD 154405
GA$395.1M4Fidelity
C35CLARITY ASSET MANAGEMENT, INC.
CRD 115699
IA$257.4M4Fidelity
C34BOONE CAPITAL MANAGEMENT LLC
CRD 316230
GA$963.2MGoldman Sachs
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
C31HOWARD CAPITAL MANAGEMENT, INC.
CRD 118070
GA$8.01B23Fidelity
C30SWMG HOLDINGS, LLC
CRD 285713
GA$428.5M4Fidelity
C29CHRISTY CAPITAL MANAGEMENT, INC.
CRD 149313
GA$376.3M12Fidelity
C28GOODWIN INVESTMENT ADVISORY, LLC
CRD 131193
GA$397.0M8Fidelity
C28WEALTHSPAN PARTNERS, LLC
CRD 297712
IA$451.1M5Fidelity
C28SYNOVUS SECURITIES, INC.
CRD 14023
GA$8.45B50Fidelity
C27TRUIST ADVISORY SERVICES, INC.
CRD 283390
GA$77.39B50Fidelity
C15SAGE MOUNTAIN ADVISORS, LLC
CRD 298593
GA$4.29B21Fidelity