ScoreFirmStateAUMAdvisorsCustodian
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity
B61MAIN STREET INVESTMENT ADVISORS, LLC
CRD 146036
IL$250.3M3Fidelity
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
B51SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255
IL$705.7M6Fidelity
C45BENEFIT FIDUCIARY GROUP LLC
CRD 291252
VA$529.4M2Fidelity
C45RICHMOND CAPITAL MANAGEMENT INC
CRD 104636
VA$5.93B8U.S. Bank
C44SENTINEL WEALTH MANAGEMENT, INC.
CRD 122235
VA$388.8M2Fidelity
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
C43STERLING FUND MANAGEMENT, LLC
CRD 160338
IL$461.6MU.S. Bank
C43ASPECT PARTNERS, LLC
CRD 307273
VA$418.2M5Fidelity
C42AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
CRD 147376
IL$195.4M4Fidelity
C42BARD ASSOCIATES INC
CRD 104984
IL$416.2M2Fidelity
C41DUDLEY CAPITAL MANAGEMENT LLC
CRD 282958
VA$291.7M2Fidelity
C414J WEALTH MANAGEMENT, LLC
CRD 297268
VA$348.1M4Fidelity
C41THE INVICTUS COLLECTIVE, LLC
CRD 310744
IL$476.0M3Fidelity
C39AVOCET CAPITAL MANAGEMENT LLC
CRD 156261
IL$157.8M2Fidelity
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
C36THE HOERNER PLANNING GROUP, LLC
CRD 139464
VA$1.65B4Fidelity
C36OFS CLO MANAGEMENT, LLC
CRD 288373
IL$743.9MU.S. Bank
C36CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC
CRD 293020
VA$745.1M4Fidelity
C35BARRETT UPTON CAPITAL PARTNERS LLC
CRD 326104
IL$182.3MFidelity
C35WALTON STREET CAPITAL, L.L.C.
CRD 147210
IL$9.76BU.S. Bank
C33NXT CAPITAL INVESTMENT ADVISERS, LLC
CRD 160569
IL$6.48B4U.S. Bank
C32HUNTER LEWIS LLC
CRD 304985
VA$394.6M1U.S. Bank
C32MWS CAPITAL CONSULTANTS LLC
CRD 125061
IL$193.7M3Fidelity
C31KAH CAPITAL MANAGEMENT, LLC
CRD 298287
VA$605.3MU.S. Bank
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
C30FSR WEALTH MANAGEMENT, LTD.
CRD 166746
IL$312.7M11Fidelity
C29VARIANT PRIVATE WEALTH LLC
CRD 288011
VA$267.5M3Fidelity
C28ACTIV8 FAMILY OFFICE LLC
CRD 337753
VA$1.54B10Fidelity
C28OCM PRIVATE WEALTH, LLC
CRD 332302
IL$338.1M7Fidelity
C28PPM LOAN MANAGEMENT COMPANY 2, LLC
CRD 297186
IL$2.72BU.S. Bank
C27CHICAGO PARTNERS INVESTMENT GROUP LLC
CRD 147662
IL$7.47B50Fidelity
C27ALERA INVESTMENT ADVISORS, LLC
CRD 287906
IL$5.29B50Fidelity
C26KFA PRIVATE WEALTH GROUP, LLC
CRD 281678
VA$830.0M11Fidelity