ScoreFirmStateAUMAdvisorsCustodian
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity
A65NEWPORT INVESTMENT ADVISORS INC
CRD 113175
OH$198.0M2Fidelity
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing
B64NEW VERNON INVESTMENT MANAGEMENT LLC
CRD 160247
IL$115.5MPershing
B61MAIN STREET INVESTMENT ADVISORS, LLC
CRD 146036
IL$250.3M3Fidelity
B58HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CRD 282906
OH$76.6MFidelity
B58CAPITAL ASSET MANAGEMENT, INC.
CRD 120597
OH$199.5M2Fidelity
B58SOUTH GEORGIA CAPITAL, LLC
CRD 146765
IL$134.0M2Pershing
B57KEIDAN FINANCIAL CONSULTANTS LLC
CRD 108093
OH$574.9M2Pershing
B57ALCYON WEALTH ADVISORS, LLC
CRD 334909
OH$356.5M3Fidelity
B55SIGNATURE FINANCIAL SERVICES, LTD
CRD 123729
IL$274.0M13Pershing
B55ZIMMERMAN WEALTH MANAGEMENT, LLC
CRD 127526
IL$472.4M7Fidelity
B54NORTH SHORE INVESTMENT CONSULTING LLC
CRD 131763
IL$170.5M1Fidelity
B53LIBERTY ASSET MANAGEMENT, INC.
CRD 135791
IL$172.7M3Fidelity
B52FC WEALTH SOLUTIONS LLC
CRD 286381
OH$101.0M4Fidelity
B51SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255
IL$705.7M6Fidelity
B51FINANCIAL MANAGEMENT STRATEGIES, INC.
CRD 120818
OH$714.2M19Pershing
B51FAMILY WEALTH ADVISORY GROUP, LLC
CRD 130595
OH$396.2M3Fidelity
C49HENDLEY & CO INC
CRD 110465
OH$445.0M2Pershing
C48CLUTTERBUCK CAPITAL MANAGEMENT LLC
CRD 140082
OH$233.4MPershing
C48WEALTH DIMENSIONS FAMILY OFFICE, INC
CRD 266787
OH$625.9M7Fidelity
C48ANCORA ADVISORS LLC
CRD 124674
OH$4.61B10Fidelity
C47FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
CRD 316955
OH$233.7M3Pershing
C47BALANCED WEALTH GROUP LLC
CRD 328007
OH$494.1M5Fidelity
C45RETIREMENT STRATEGIES, LTD.
CRD 163701
OH$272.7M5Fidelity
C45GERBER, LLC
CRD 120039
OH$592.1M4Fidelity
C44COZAD ASSET MANAGEMENT INC
CRD 104764
IL$2.62B20Pershing
C44WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CRD 299595
IL$732.2M5Fidelity
C44OBJECTIVE CAPITAL MANAGEMENT, LLC
CRD 156013
OH$214.2M4Fidelity
C44INTRINSIC EDGE CAPITAL MANAGEMENT LLC
CRD 285034
IL$771.8M1Fidelity
C44PARKVIEW ASSET MANAGEMENT, INC.
CRD 307977
IL$206.1M2Fidelity
C43STERLING FUND MANAGEMENT, LLC
CRD 160338
IL$461.6MU.S. Bank
C43WEALTH DIMENSIONS GROUP, LTD.
CRD 107618
OH$1.24B9Fidelity
C42AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
CRD 147376
IL$195.4M4Fidelity
C42FIDUCIARY WEALTH GROUP, LLC
CRD 299711
OH$178.0M4Fidelity
C42BARD ASSOCIATES INC
CRD 104984
IL$416.2M2Fidelity
C42TRUEPOINT, INC.
CRD 105664
OH$6.39B40Fidelity
C41QUEEN CITY CAPITAL MANAGEMENT, LLC
CRD 162785
OH$114.4M1Fidelity
C41JAMES REED FINANCIAL SERVICES, INC.
CRD 112179
OH$388.6M4Pershing
C41THE INVICTUS COLLECTIVE, LLC
CRD 310744
IL$476.0M3Fidelity
C40WESTMINSTER FINANCIAL ADVISORY CORP
CRD 110283
OH$1.36B42Fidelity
C40QRG CAPITAL MANAGEMENT, INC.
CRD 305277
IL$11.41B2Pershing
C39SAVANT INVESTMENT ADVISERS, INC.
CRD 121794
IL$162.5M3Pershing
C39AVOCET CAPITAL MANAGEMENT LLC
CRD 156261
IL$157.8M2Fidelity
C39PROMANAGE, LLC
CRD 133357
IL$4.06B5Fidelity
C38VANTAGE FINANCIAL GROUP, INC.
CRD 105950
OH$866.9M21Pershing
C38FDX ADVISORS, INC.
CRD 104601
IL$832.8MPershing
C37ENVESTNET PORTFOLIO SOLUTIONS, INC.
CRD 109662
IL$17.35B4U.S. Bank
C37HUIZENGA CAPITAL MANAGEMENT, LLC
CRD 156524
IL$996.7MFidelity
C37YARGER WEALTH STRATEGIES, LLC
CRD 310207
OH$529.7M4Fidelity