ScoreFirmStateAUMAdvisorsCustodian
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity
B61SONAS FINANCIAL GROUP, INC.
CRD 122547
MO$149.8M4Fidelity
B53THE YANKER GROUP, INC.
CRD 281364
MO$296.4M5LPL Financial
C47FOUNDATION WEALTH MANAGEMENT, LLC
CRD 127134
MO$660.6M5Fidelity
C47KRAFT, DAVIS & ASSOCIATES, LLC
CRD 175085
MO$768.5M6LPL 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
C43STONEBRIDGE FINANCIAL GROUP, LLC
CRD 337972
MO$2.40B7Fidelity
C42NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
CRD 105580
MO$338.1M2Fidelity
C41DUDLEY CAPITAL MANAGEMENT LLC
CRD 282958
VA$291.7M2Fidelity
C41DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD 118261
MO$585.9M4LPL Financial
C414J WEALTH MANAGEMENT, LLC
CRD 297268
VA$348.1M4Fidelity
C40MODERN DOLLAR PLANNING, LLC
CRD 174695
MO$159.1M2Fidelity
C40VISTA FINANCE, LLC
CRD 312082
MO$320.0M4Fidelity
C38CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CRD 298774
MO$889.3M7Fidelity
C38PARAGON FINANCIAL SERVICES
CRD 164832
VA$383.7M3LPL 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
C32BUCHANAN WEALTH MANAGEMENT, LLC
CRD 316629
VA$212.0M2LPL Financial
C30BUTTONWOOD WEALTH, LLC
CRD 305896
VA$425.3M6LPL Financial
C29VARIANT PRIVATE WEALTH LLC
CRD 288011
VA$267.5M3Fidelity
C28UMB PRIVATE WEALTH MANAGEMENT, LLC
CRD 306374
MO$68.4M43Fidelity
C28ACTIV8 FAMILY OFFICE LLC
CRD 337753
VA$1.54B10Fidelity
C28MBM WEALTH CONSULTANTS, LLC
CRD 169091
MO$476.7M10LPL Financial
C26KFA PRIVATE WEALTH GROUP, LLC
CRD 281678
VA$830.0M11Fidelity
C25CORNERSTONE WEALTH MANAGEMENT, LLC
CRD 164666
MO$4.93B50LPL Financial
C25NORTHWEST FINANCIAL ADVISORS LLC
CRD 166769
VA$1.24B19LPL Financial
C25PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
CRD 311623
MO$7.13B22Fidelity
C25CONVERGENCE FINANCIAL, LLC
CRD 304146
MO$904.0M24LPL Financial
C24CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC
CRD 311296
VA$29.35BFidelity
C24ATWOOD & PALMER, INC.
CRD 104995
MO$2.04B7Fidelity
C21ADVISORS FINANCIAL, INC.
CRD 144837
VA$321.2M6Fidelity
C21MOMENT PRIVATE WEALTH, LLC
CRD 313223
MO$357.2M6Fidelity
C18PAGNATOKARP PARTNERS, LLC
CRD 282298
VAFidelity
C15LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235
VA$289.8M7LPL Financial