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
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial
B64M.C. BYRD WEALTH MANAGEMENT, LLC
CRD 151070
TX$294.2M3Fidelity
B62SYNERGY CAPITAL OF COLORADO LLC
CRD 334117
CO$98.8M2Fidelity
B60ASSET PRESERVATION GROUP INC
CRD 108150
TX$321.2M2Fidelity
B59MURRAY INVESTMENT MANAGEMENT, LLC
CRD 146921
TX$159.1M1Fidelity
B58JAYKAY WEALTH ADVISORS, INC.
CRD 170192
TX$173.8M3LPL Financial
B57CAMDEN WEALTH ADVISORS LLC
CRD 148518
TX$366.3M5Fidelity
B57CAPITAL ASSET MANAGEMENT, LLC
CRD 284505
CO$208.8M4Fidelity
B57PANORAMA WEALTH ADVISORS
CRD 324199
CO$133.7M2Fidelity
B56FOCUS WEALTH ADVISORS, LLC
CRD 165425
TX$247.6M1Fidelity
B56ACACIA PARTNERS, LLC
CRD 281887
TX$220.7MJPMorgan
B56ATLASMARK FINANCIAL, INC.
CRD 152635
TX$228.6M1Fidelity
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial
B55BFI WEALTH SOLUTIONS, LLC
CRD 319185
TX$145.0M1LPL Financial
B54ACORN CREEK CAPITAL LLC
CRD 325809
CO$488.7M4Fidelity
B53SKYLARK PRIVATE EQUITY PARTNERS, LP
CRD 315174
TX$211.4MJPMorgan
B52INFINIUM INVESTMENT ADVISORS, LLC
CRD 149123
CO$131.4M2Fidelity
B52FOREFRONT WEALTH PARTNERS, LLC
CRD 308521
TX$239.8M28LPL Financial
B52SUCCESSION FINANCIAL, INC.
CRD 336434
TX$210.3M3Fidelity
B51HEP PARTNERS LLC
CRD 161386
TX$257.9MJPMorgan
B51CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
CO$327.3M10LPL Financial
B50VORTUS INVESTMENT ADVISORS, LLC
CRD 166178
TX$411.7MJPMorgan
B50FORTHRIGHT FAMILY WEALTH ADVISORY LLC
CRD 304547
TX$191.2M1Fidelity
B50STONETREE INVESTMENT PARTNERS LLC
CRD 318477
TX$195.7MJPMorgan
C50BLUEHEEL
CRD 331771
TX$192.3M1JPMorgan
C49TDC CAPITAL ADVISORS, INC.
CRD 117769
TX$177.6M10Fidelity
C49CENTERPIECE WEALTH ADVISOR L.L.C.
CRD 296956
CO$138.6M2Fidelity
C49REVERE CAPITAL MANAGEMENT LP
CRD 306662
TX$138.7MJPMorgan
C48EAGLE GLOBAL ADVISORS LLC
CRD 107306
TX$3.10B8Fidelity
C47BAUER WEALTH MANAGEMENT INC.
CRD 152977
CO$205.9M4Fidelity
C47HIGHPASS ASSET MANAGEMENT LLC
CRD 159535
CO$218.2M2Fidelity
C47LION EQUITY INVESTMENT ADVISORS, LLC
CRD 283404
CO$173.5MJPMorgan
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
C47VIRAGE CAPITAL MANAGEMENT LP
CRD 167992
TX$588.3M1JPMorgan
C47DESTINY CAPITAL CORPORATION
CRD 111196
CO$382.2M8Fidelity
C46HERITAGE WEALTH MANAGEMENT, INC.
CRD 122394
TX$357.8M4Fidelity
C46CAPITAL FINANCIAL GROUP, INC.
CRD 111709
CO$237.4M3LPL Financial
C46STRATEGIC WEALTH MANAGEMENT, LLC
CRD 171908
TX$157.8M2LPL Financial
C46POINT BRIDGE CAPITAL, LLC
CRD 168071
TX$419.7M1JPMorgan
C45LBJ FAMILY WEALTH ADVISORS, LTD.
CRD 129701
TX$388.8M2Fidelity
C45SNOWCAP CAPITAL MANAGEMENT, LLC
CRD 146883
TX$238.9M2Fidelity