ScoreFirmStateAUMAdvisorsCustodian
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial
B63FINANCIAL LIFE PLANNERS LLC
CRD 129415
AZ$208.4M4Fidelity
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial
B61PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
AZ$301.0M2Fidelity
B61MAIN STREET INVESTMENT ADVISORS, LLC
CRD 146036
IL$250.3M3Fidelity
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial
B57MASUS FINANCIAL GROUP, LTD.
CRD 174339
IL$190.6M3LPL Financial
B55ZIMMERMAN WEALTH MANAGEMENT, LLC
CRD 127526
IL$472.4M7Fidelity
B55LATKO WEALTH MANAGEMENT, LTD.
CRD 282423
IL$327.2M2LPL Financial
B54NORTH SHORE INVESTMENT CONSULTING LLC
CRD 131763
IL$170.5M1Fidelity
B54SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543
IL$599.6M16LPL Financial
B53LIBERTY ASSET MANAGEMENT, INC.
CRD 135791
IL$172.7M3Fidelity
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity
B51SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255
IL$705.7M6Fidelity
C50FINANCIAL DIRECTIONS LLC
CRD 108475
AZ$737.8M3Fidelity
C49THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
CRD 165183
AZ$309.3M2LPL Financial
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity
C48TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD 142728
IL$755.4M22LPL Financial
C46AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD 288742
IN$258.9M4Fidelity
C44WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CRD 299595
IL$732.2M5Fidelity
C44VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591
AZ$165.8M2Fidelity
C44CLARITY WEALTH MANAGEMENT, L.L.C.
CRD 284874
AZ$236.8M4LPL Financial
C44INTRINSIC EDGE CAPITAL MANAGEMENT LLC
CRD 285034
IL$771.8M1Fidelity
C44PARKVIEW ASSET MANAGEMENT, INC.
CRD 307977
IL$206.1M2Fidelity
C43BRENTVIEW INVESTMENT MANAGEMENT, LLC
CRD 300409
IL$233.4M3LPL Financial
C42AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
CRD 147376
IL$195.4M4Fidelity
C42PMG WEALTH MANAGEMENT, INC.
CRD 285899
IL$198.3M4LPL Financial
C42BARD ASSOCIATES INC
CRD 104984
IL$416.2M2Fidelity
C42TREIBERG WEALTH MANAGEMENT, INC.
CRD 284140
AZ$325.1M3LPL Financial
C41THE INVICTUS COLLECTIVE, LLC
CRD 310744
IL$476.0M3Fidelity
C40INTERWEALTH MANAGEMENT, LLC
CRD 155597
AZ$298.0M5Fidelity
C40PROVIDER FINANCIAL, INC.
CRD 168964
IN$304.0M2LPL Financial
C39AVOCET CAPITAL MANAGEMENT LLC
CRD 156261
IL$157.8M2Fidelity
C39WISE WEALTH PARTNERS, LLC
CRD 311639
AZ$153.5M2Fidelity
C39PROMANAGE, LLC
CRD 133357
IL$4.06B5Fidelity
C39SEGALL BRYANT & HAMILL, LLC
CRD 106505
IL$22.64B2LPL Financial
C39BAYNTREE WEALTH ADVISORS, LLC
CRD 226708
AZ$241.1M6Fidelity
C38SECURE INVESTMENT MANAGEMENT, LLC
CRD 141195
AZ$42.9M21Fidelity
C38TSFG, LLC
CRD 172555
IL$997.2M13LPL Financial
C38HORIZON INVESTMENT SERVICES, LLC.
CRD 110642
IN$363.8M7LPL Financial
C37HUIZENGA CAPITAL MANAGEMENT, LLC
CRD 156524
IL$996.7MFidelity
C37LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CRD 109701
IL$5.74B50Fidelity
C37MIDLAND WEALTH ADVISORS, LLC
CRD 324997
IL$3.16B20Fidelity
C36GREENSTONE BELT WEALTH ADVISORS, LLC
CRD 335862
IL$260.1M5LPL Financial
C36IMC ADVISORS, LLC
CRD 111537
IN$540.0M3Fidelity
C35PROCOURSE FIDUCIARY ADVISORS, LLC
CRD 164328
IN$5.49B4Fidelity
C35RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC
CRD 168346
IL$906.2M4LPL Financial