ScoreFirmStateAUMAdvisorsCustodian
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9MFidelity
A65OAKMONT INVESTMENT ADVISORS, INC.
CRD 111095
PA$192.2M3Fidelity
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial
B62SYNERGY CAPITAL OF COLORADO LLC
CRD 334117
CO$98.8M2Fidelity
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial
B61ADARE ASSET MANAGEMENT, LLC
CRD 152471
PA$159.3M1Fidelity
B60V3LIMITED LLC
CRD 169624
PA$122.4MFidelity
B58CHANCELLOR FINANCIAL GROUP LP
CRD 159563
PA$249.3M6Fidelity
B57ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CRD 147982
PA$116.4M4Fidelity
B57CAPITAL ASSET MANAGEMENT, LLC
CRD 284505
CO$208.8M4Fidelity
B57PANORAMA WEALTH ADVISORS
CRD 324199
CO$133.7M2Fidelity
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial
B55SEQUINOX WEALTH MANAGEMENT, LLC
CRD 335246
PA$160.0M4Fidelity
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial
B54TREBUCHET CONSULTING, LLC
CRD 166645
PA$1.08B4Fidelity
B54FLAX POND CAPITAL, LLC
CRD 324332
PA$222.3M2Fidelity
B54ACORN CREEK CAPITAL LLC
CRD 325809
CO$488.7M4Fidelity
B52INFINIUM INVESTMENT ADVISORS, LLC
CRD 149123
CO$131.4M2Fidelity
B51NETWORTH ADVISORS, LLC
CRD 311621
PA$185.4M6Fidelity
B51CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
CO$327.3M10LPL Financial
B50ROLEK WEALTH MANAGEMENT LLC
CRD 285351
PA$239.2M1Fidelity
C50JMAC ENTERPRISES LLC
CRD 312710
PA$722.4M3Fidelity
C49CENTERPIECE WEALTH ADVISOR L.L.C.
CRD 296956
CO$138.6M2Fidelity
C48SUMMIT GROUP RETIREMENT PLANNERS, INC.
CRD 169823
PA$302.3M3LPL Financial
C47BAUER WEALTH MANAGEMENT INC.
CRD 152977
CO$205.9M4Fidelity
C47HIGHPASS ASSET MANAGEMENT LLC
CRD 159535
CO$218.2M2Fidelity
C47HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
CRD 157523
PA$622.3M6LPL Financial
C47DESTINY CAPITAL CORPORATION
CRD 111196
CO$382.2M8Fidelity
C46CAPITAL FINANCIAL GROUP, INC.
CRD 111709
CO$237.4M3LPL Financial
C46MAIN ADVISORY, INC.
CRD 328040
PA$162.7M2Fidelity
C42FOX FINANCIAL, INC.
CRD 319679
PA$271.8M5LPL Financial
C42JACOBI CAPITAL MANAGEMENT, LLC
CRD 147663
PA$2.64B30LPL Financial
C41KAILASA CAPITAL MANAGEMENT LLC
CRD 286159
PA$298.3M2Fidelity
C40INVARIANT INVESTMENT MANAGEMENT LLC
CRD 168772
PA$182.7M6LPL Financial
C40OAKTREE ADVISORS LLC
CRD 168271
PA$282.8M7Fidelity
C39FIRST SOURCE INVESTMENT PARTNERS, LLC
CRD 322893
CO$154.0M3Fidelity
C39CROSSOVER CAPITAL BRANDS LLC
CRD 326625
PA$179.5M2Fidelity
C39HOLOS INTEGRATED WEALTH, LLC
CRD 329884
PA$233.1M3Fidelity
C39ASPEN WEALTH STRATEGIES, LLC
CRD 307424
CO$312.2M6Fidelity
C38MARSHALL INVESTMENT MANAGEMENT, LLC
CRD 174817
CO$298.0M8LPL Financial
C38CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547
PA$356.1M6LPL Financial
C38MEMBERS WEALTH LLC
CRD 323778
PA$279.6M5Fidelity
C38LGL PARTNERS, LLC
CRD 289784
PA$1.71BFidelity
C38HENDERSON BROTHERS FINANCIAL PARTNERS LLC
CRD 333732
PA$406.8M19LPL Financial
C37DODDS WEALTH, LLC
CRD 323632
CO$706.2M7LPL Financial
C35MYCIO WEALTH PARTNERS, LLC
CRD 134436
PA$15.78B33Fidelity
C35GAINLINE FINANCIAL PARTNERS, LLC
CRD 326716
CO$348.6M6Fidelity
C34EMERALD INVESTMENT ADVISERS, LLC
CRD 338769
PA$2.26BFidelity
C34ALLEGHENY INVESTMENTS
CRD 7597
PA$742.1M14Fidelity
C34NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
CRD 105390
PA$164.32B50LPL Financial