ScoreFirmStateAUMAdvisorsCustodian
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity
B61SONAS FINANCIAL GROUP, INC.
CRD 122547
MO$149.8M4Fidelity
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity
B53THE YANKER GROUP, INC.
CRD 281364
MO$296.4M5LPL Financial
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity
C47FOUNDATION WEALTH MANAGEMENT, LLC
CRD 127134
MO$660.6M5Fidelity
C47KRAFT, DAVIS & ASSOCIATES, LLC
CRD 175085
MO$768.5M6LPL Financial
C43STONEBRIDGE FINANCIAL GROUP, LLC
CRD 337972
MO$2.40B7Fidelity
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity
C42NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
CRD 105580
MO$338.1M2Fidelity
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity
C41DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD 118261
MO$585.9M4LPL Financial
C40MODERN DOLLAR PLANNING, LLC
CRD 174695
MO$159.1M2Fidelity
C40VISTA FINANCE, LLC
CRD 312082
MO$320.0M4Fidelity
C39MEDICUS WEALTH PLANNING, INC.
CRD 282904
UT$160.8M4Fidelity
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity
C38CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CRD 298774
MO$889.3M7Fidelity
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity
C30AEGIS WEALTH GROUP, LLC
CRD 222515
UT$247.7M21Fidelity
C30E6 PORTFOLIOS
CRD 326617
UT$239.4M3Fidelity
C28UMB PRIVATE WEALTH MANAGEMENT, LLC
CRD 306374
MO$68.4M43Fidelity
C28MBM WEALTH CONSULTANTS, LLC
CRD 169091
MO$476.7M10LPL Financial
C26NARUS FINANCIAL PARTNERS, LLC
CRD 173534
UT$559.0M5Fidelity
C25CORNERSTONE WEALTH MANAGEMENT, LLC
CRD 164666
MO$4.93B50LPL Financial
C25PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
CRD 311623
MO$7.13B22Fidelity
C25CONVERGENCE FINANCIAL, LLC
CRD 304146
MO$904.0M24LPL Financial
C24ATWOOD & PALMER, INC.
CRD 104995
MO$2.04B7Fidelity
C21MOMENT PRIVATE WEALTH, LLC
CRD 313223
MO$357.2M6Fidelity
C20ELEVATED CAPITAL ADVISORS, LLC
CRD 226721
UT$499.1M21Fidelity
C20NEW MILLENNIUM GROUP, LLC
CRD 299249
UT$257.0M13Fidelity