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
B64M.C. BYRD WEALTH MANAGEMENT, LLC
CRD 151070
TX$294.2M3Fidelity
B60ASSET PRESERVATION GROUP INC
CRD 108150
TX$321.2M2Fidelity
B59MURRAY INVESTMENT MANAGEMENT, LLC
CRD 146921
TX$159.1M1Fidelity
B5744 WEALTH MANAGEMENT LLC
CRD 309647
OR$487.4M4Fidelity
B57CAMDEN WEALTH ADVISORS LLC
CRD 148518
TX$366.3M5Fidelity
B56FOCUS WEALTH ADVISORS, LLC
CRD 165425
TX$247.6M1Fidelity
B56ATLASMARK FINANCIAL, INC.
CRD 152635
TX$228.6M1Fidelity
B55YOST CAPITAL MANAGEMENT, LP
CRD 153082
TX$189.3MMorgan Stanley
B53DEFINED WEALTH MANAGEMENT, LLC
CRD 306779
OR$254.0M3Fidelity
B52SUCCESSION FINANCIAL, INC.
CRD 336434
TX$210.3M3Fidelity
B50FORTHRIGHT FAMILY WEALTH ADVISORY LLC
CRD 304547
TX$191.2M1Fidelity
C49TDC CAPITAL ADVISORS, INC.
CRD 117769
TX$177.6M10Fidelity
C48EAGLE GLOBAL ADVISORS LLC
CRD 107306
TX$3.10B8Fidelity
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
C46HERITAGE WEALTH MANAGEMENT, INC.
CRD 122394
TX$357.8M4Fidelity
C45LBJ FAMILY WEALTH ADVISORS, LTD.
CRD 129701
TX$388.8M2Fidelity
C45SNOWCAP CAPITAL MANAGEMENT, LLC
CRD 146883
TX$238.9M2Fidelity
C45ALTERIS CAPITAL PARTNERS, LLC
CRD 335079
TX$139.5M3Fidelity
C44CPMG, INC.
CRD 131417
TX$855.8M5Fidelity
C44S HARRIS FINANCIAL GROUP, LLC
CRD 151899
TX$404.4M6Fidelity
C43DALAL STREET, LLC
CRD 161471
TX$936.3M1Fidelity
C42SCOTT CAPITAL ADVISORS, LLC
CRD 307980
OR$1.13B6Fidelity
C41ARWA LLC
CRD 337220
TX$335.0M3Fidelity
C41EVERKEY FINANCIAL LLC
CRD 325189
TX$10.6M1Fidelity
C41ALONGSIDE, LLC
CRD 333587
TX$878.6M22Fidelity
C40OUTLOOK WEALTH ADVISORS, LLC
CRD 291465
TX$593.7M6Fidelity
C39SHOTEN CAPITAL LP
CRD 339620
TX$622.4MMorgan Stanley
C39CAPSTAR FINANCIAL SERVICES LLC
CRD 300349
TX$207.8M3Fidelity
C39ARVIN CAPITAL MANAGEMENT LP
CRD 315672
TX$953.4MMorgan Stanley
C38CONCORDE FINANCIAL CORPORATION
CRD 105237
TX$376.2M4Fidelity
C37WALLACE CAPITAL MANAGEMENT, INC.
CRD 119174
TX$1.49B3Fidelity
C37ICON WEALTH ADVISORS, LLC
CRD 319609
TX$2.58B18Fidelity
C36PROEM ADVISORS LLC
CRD 300404
TX$474.1MMorgan Stanley
C36PACIFIC RIDGE CAPITAL PARTNERS, LLC
CRD 152154
OR$494.6MFidelity
C36SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD 159419
OR$1.75B13Fidelity
C36CONNECTED WEALTH SOLUTIONS, LLC
CRD 277111
OR$226.4M2Fidelity
C36LIVE OAK INVESTMENT PARTNERS, LLC
CRD 304406
TX$235.5M3Fidelity
C36RIA WEALTH ADVISORS, LLC
CRD 312072
TX$126.5M3Fidelity
C35WATERWAY WEALTH MANAGEMENT, L.L.C.
CRD 164975
TX$675.8M5Fidelity
C35INTEGRITY WEALTH LLC
CRD 330809
OR$304.8M6Fidelity
C35THE CAPITAL CHART ROOM, LTD
CRD 117980
TX$400.9M3Fidelity
C34GFS ADVISORS LLC
CRD 143110
TX$3.76B10Morgan Stanley