ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity
B57C.W. O'CONNER WEALTH ADVISORS, INC.
CRD 125646
GA$264.6M3Fidelity
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity
B55MAVEN CAPITAL PARTNERS, LLC
CRD 300626
GA$152.9M5Fidelity
B53CFS WEALTH MANAGEMENT, LLC
CRD 135579
GA$189.1M5Fidelity
B50REICON WEALTH ADVISORS, LLC
CRD 315043
GA$220.1M5Fidelity
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity
C43CYGNUS CAPITAL ADVISORS, LLC
CRD 323041
GA$229.7MFidelity
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity
C39MEDICUS WEALTH PLANNING, INC.
CRD 282904
UT$160.8M4Fidelity
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity
C38KULTURA CAPITAL MANAGEMENT LP
CRD 327510
UT$244.7MMorgan Stanley
C37KIKER WEALTH MANAGEMENT, LLC
CRD 154405
GA$395.1M4Fidelity
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity
C31HOWARD CAPITAL MANAGEMENT, INC.
CRD 118070
GA$8.01B23Fidelity
C30SWMG HOLDINGS, LLC
CRD 285713
GA$428.5M4Fidelity
C30AEGIS WEALTH GROUP, LLC
CRD 222515
UT$247.7M21Fidelity
C30E6 PORTFOLIOS
CRD 326617
UT$239.4M3Fidelity
C30CROSS CREEK ADVISORS, LLC
CRD 165803
UT$1.35B4Morgan Stanley
C29CHRISTY CAPITAL MANAGEMENT, INC.
CRD 149313
GA$376.3M12Fidelity
C28GOODWIN INVESTMENT ADVISORY, LLC
CRD 131193
GA$397.0M8Fidelity
C28SYNOVUS SECURITIES, INC.
CRD 14023
GA$8.45B50Fidelity
C27TRUIST ADVISORY SERVICES, INC.
CRD 283390
GA$77.39B50Fidelity
C26ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
CRD 116719
GA$28.64B5Morgan Stanley
C26NARUS FINANCIAL PARTNERS, LLC
CRD 173534
UT$559.0M5Fidelity
C22BRIDGE MULTIFAMILY FUND MANAGER LLC
CRD 159127
UT$49.30BMorgan Stanley
C20ELEVATED CAPITAL ADVISORS, LLC
CRD 226721
UT$499.1M21Fidelity
C20NEW MILLENNIUM GROUP, LLC
CRD 299249
UT$257.0M13Fidelity
C15SAGE MOUNTAIN ADVISORS, LLC
CRD 298593
GA$4.29B21Fidelity