ScoreFirmStateAUMAdvisorsCustodian
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity
B61MAIN STREET INVESTMENT ADVISORS, LLC
CRD 146036
IL$250.3M3Fidelity
B58REVO FINANCIAL, LLC
CRD 172646
OK$135.4M2Fidelity
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
B53BISON CAPITAL ADVISORS, LLC
CRD 306471
OK$250.0M2Fidelity
B52INVESTRUST CONSULTING, LLC
CRD 108037
OK$588.2M7Fidelity
B51SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255
IL$705.7M6Fidelity
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity
C46TOM JOHNSON INVESTMENT MANAGEMENT, LLC
CRD 104511
OK$1.63B6Fidelity
C46POSTROCK PARTNERS LLC
CRD 328865
KS$489.1M5Fidelity
C46HUGHES WARREN, INC.
CRD 145570
OK$220.5M2Fidelity
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2MU.S. Bank
C44WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CRD 299595
IL$732.2M5Fidelity
C44INTRINSIC EDGE CAPITAL MANAGEMENT LLC
CRD 285034
IL$771.8M1Fidelity
C44PARKVIEW ASSET MANAGEMENT, INC.
CRD 307977
IL$206.1M2Fidelity
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity
C43STERLING FUND MANAGEMENT, LLC
CRD 160338
IL$461.6MU.S. Bank
C42AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
CRD 147376
IL$195.4M4Fidelity
C42BARD ASSOCIATES INC
CRD 104984
IL$416.2M2Fidelity
C41503 CAPITAL PARTNERS, LLC
CRD 327580
KS$636.4MU.S. Bank
C41THE INVICTUS COLLECTIVE, LLC
CRD 310744
IL$476.0M3Fidelity
C40TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711
KS$8.93B11U.S. Bank
C39AVOCET CAPITAL MANAGEMENT LLC
CRD 156261
IL$157.8M2Fidelity
C39ALLEGIANT WEALTH ADVISORS, LLC
CRD 330239
OK$1.17B2Fidelity
C39PROMANAGE, LLC
CRD 133357
IL$4.06B5Fidelity
C37ENVESTNET PORTFOLIO SOLUTIONS, INC.
CRD 109662
IL$17.35B4U.S. Bank
C37HUIZENGA CAPITAL MANAGEMENT, LLC
CRD 156524
IL$996.7MFidelity
C37LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CRD 109701
IL$5.74B50Fidelity
C37BMO ASSET MANAGEMENT CORP.
CRD 106466
IL$6.18B1U.S. Bank
C37MIDLAND WEALTH ADVISORS, LLC
CRD 324997
IL$3.16B20Fidelity
C36OFS CLO MANAGEMENT, LLC
CRD 288373
IL$743.9MU.S. Bank
C36FINANCIAL PARTNERS GROUP, INC.
CRD 288644
KS$1.15B9Fidelity
C35BARRETT UPTON CAPITAL PARTNERS LLC
CRD 326104
IL$182.3MFidelity
C35WALTON STREET CAPITAL, L.L.C.
CRD 147210
IL$9.76BU.S. Bank
C35CE INVESTMENT MANAGEMENT, LLC
CRD 299786
OK$5.91BFidelity
C33NXT CAPITAL INVESTMENT ADVISERS, LLC
CRD 160569
IL$6.48B4U.S. Bank
C32WEALTH ALLIANCE ADVISORY GROUP, LLC
CRD 290329
KS$978.6M5Fidelity
C32MWS CAPITAL CONSULTANTS LLC
CRD 125061
IL$193.7M3Fidelity
C31PARKSIDE INVESTMENTS, LLC
CRD 286178
IL$1.44B5Fidelity
C31ORIGAMI CAPITAL PARTNERS, LLC
CRD 160054
IL$1.48B1U.S. Bank
C31AGR PARTNERS LLC
CRD 283081
IL$1.17BU.S. Bank
C30NUVEEN ASSET MANAGEMENT, LLC
CRD 155584
IL$280.48B50U.S. Bank
C30COHEN CAPITAL ADVISORS, LLC
CRD 339112
IL$07Fidelity
C30IFS ADVISORS, LLC
CRD 147518
KS$213.8M5Fidelity
C30FSR WEALTH MANAGEMENT, LTD.
CRD 166746
IL$312.7M11Fidelity
C29ETF PORTFOLIO PARTNERS, INC.
CRD 128366
KS$431.1M4Fidelity
C28OCM PRIVATE WEALTH, LLC
CRD 332302
IL$338.1M7Fidelity