ScoreFirmStateAUMAdvisorsCustodian
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity
B62SYNERGY CAPITAL OF COLORADO LLC
CRD 334117
CO$98.8M2Fidelity
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
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial
B54ACORN CREEK CAPITAL LLC
CRD 325809
CO$488.7M4Fidelity
B52INFINIUM INVESTMENT ADVISORS, LLC
CRD 149123
CO$131.4M2Fidelity
B51CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
CO$327.3M10LPL Financial
C49CENTERPIECE WEALTH ADVISOR L.L.C.
CRD 296956
CO$138.6M2Fidelity
C47BAUER WEALTH MANAGEMENT INC.
CRD 152977
CO$205.9M4Fidelity
C47HIGHPASS ASSET MANAGEMENT LLC
CRD 159535
CO$218.2M2Fidelity
C47DESTINY CAPITAL CORPORATION
CRD 111196
CO$382.2M8Fidelity
C46CAPITAL FINANCIAL GROUP, INC.
CRD 111709
CO$237.4M3LPL Financial
C45BENEFIT FIDUCIARY GROUP LLC
CRD 291252
VA$529.4M2Fidelity
C44SENTINEL WEALTH MANAGEMENT, INC.
CRD 122235
VA$388.8M2Fidelity
C43ASPECT PARTNERS, LLC
CRD 307273
VA$418.2M5Fidelity
C41DUDLEY CAPITAL MANAGEMENT LLC
CRD 282958
VA$291.7M2Fidelity
C414J WEALTH MANAGEMENT, LLC
CRD 297268
VA$348.1M4Fidelity
C39FIRST SOURCE INVESTMENT PARTNERS, LLC
CRD 322893
CO$154.0M3Fidelity
C39ASPEN WEALTH STRATEGIES, LLC
CRD 307424
CO$312.2M6Fidelity
C38PARAGON FINANCIAL SERVICES
CRD 164832
VA$383.7M3LPL Financial
C38MARSHALL INVESTMENT MANAGEMENT, LLC
CRD 174817
CO$298.0M8LPL Financial
C37DODDS WEALTH, LLC
CRD 323632
CO$706.2M7LPL Financial
C37COLONIAL RIVER INVESTMENTS, LLC
CRD 284839
VA$464.4M8LPL Financial
C36THE HOERNER PLANNING GROUP, LLC
CRD 139464
VA$1.65B4Fidelity
C36CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC
CRD 293020
VA$745.1M4Fidelity
C35GAINLINE FINANCIAL PARTNERS, LLC
CRD 326716
CO$348.6M6Fidelity
C32BUCHANAN WEALTH MANAGEMENT, LLC
CRD 316629
VA$212.0M2LPL Financial
C32VARRA WEALTH MANAGEMENT LLC
CRD 324044
CO$305.6M7LPL Financial
C32BXM WEALTH LLC
CRD 332544
CO$231.3M4Fidelity
C30BUTTONWOOD WEALTH, LLC
CRD 305896
VA$425.3M6LPL Financial
C29COSNER FINANCIAL GROUP, LLC
CRD 147942
CO$369.8M4Fidelity
C29VARIANT PRIVATE WEALTH LLC
CRD 288011
VA$267.5M3Fidelity
C29SYNERGY FINANCIAL PARTNERS, LLC
CRD 305287
CO$308.7M5Fidelity
C28ACTIV8 FAMILY OFFICE LLC
CRD 337753
VA$1.54B10Fidelity
C28HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
CRD 286063
CO$279.5M4LPL Financial
C28ALPHA CAPITAL FAMILY OFFICE, LLC
CRD 307521
CO$295.9M6Fidelity
C26KFA PRIVATE WEALTH GROUP, LLC
CRD 281678
VA$830.0M11Fidelity
C25NORTHWEST FINANCIAL ADVISORS LLC
CRD 166769
VA$1.24B19LPL Financial
C25DENVER WEALTH MANAGEMENT, INC.
CRD 284868
CO$529.8M9LPL Financial
C24CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC
CRD 311296
VA$29.35BFidelity
C21ADVISORS FINANCIAL, INC.
CRD 144837
VA$321.2M6Fidelity
C18PAGNATOKARP PARTNERS, LLC
CRD 282298
VAFidelity
C17AVANT-GARDE ADVISORS LLC
CRD 151527
COLPL Financial
C15LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235
VA$289.8M7LPL Financial