ScoreFirmStateAUMAdvisorsCustodian
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity
B50ADVANCED ADVISOR GROUP, LLC
CRD 140393
MN$10.9M50Fidelity
C49HUNTER STREET PARTNERS, LP
CRD 298142
MN$313.0MU.S. Bank
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity
C46POSTROCK PARTNERS LLC
CRD 328865
KS$489.1M5Fidelity
C46CONTEGO CAPITAL GROUP, INC.
CRD 128518
MN$88.0M9Fidelity
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2MU.S. Bank
C45THOMPSON WEALTH SOLUTIONS, LLC
CRD 338023
MD$172.1M2Fidelity
C44BERMAN MCALEER, LLC
CRD 332906
MD$1.82B13Fidelity
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity
C42DOUGHERTY WEALTH ADVISERS LLC
CRD 143138
MN$505.4M3Fidelity
C42FAMILY OFFICE RESEARCH, LLC
CRD 144136
MD$648.2M3Fidelity
C41JONES KERTZ & ASSOCIATES, INC.
CRD 104976
MN$239.2M4Fidelity
C41503 CAPITAL PARTNERS, LLC
CRD 327580
KS$636.4MU.S. Bank
C40TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711
KS$8.93B11U.S. Bank
C39BEACON INVESTMENT ADVISORS LLC
CRD 127368
MD$541.9M1Fidelity
C39GREATER MIDWEST FINANCIAL GROUP, LLC
CRD 324387
MN$589.3M8Fidelity
C38STILES FINANCIAL SERVICES INCORPORATED
CRD 117023
MN$548.7M8Fidelity
C38SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC
CRD 152003
MN$356.1M5Fidelity
C38FORTRESS FINANCIAL GROUP, LLC
CRD 315329
MN$352.3M7Fidelity
C38ELEMENT SQUARED LLC
CRD 311284
MN$203.5M6Fidelity
C36FINANCIAL PARTNERS GROUP, INC.
CRD 288644
KS$1.15B9Fidelity
C36ABBEY STREET, LLC
CRD 305107
MN$375.4M7Fidelity
C36DISCIPLINED GROWTH INVESTORS INC
CRD 106746
MN$5.48B3Fidelity
C36TRITONPOINT PARTNERS, LLC
CRD 333259
MD$286.5M9Fidelity
C34MHS ADVISORY SERVICES, LLC
CRD 174590
MN$253.3M4Fidelity
C32STILLWATER ASSET MANAGEMENT, LLC
CRD 288535
MN$701.4MU.S. Bank
C32RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.
CRD 107173
MN$104.49BU.S. Bank
C32TRUMBOWER FINANCIAL ADVISORS LLC
CRD 107495
MD$1.98B6Fidelity
C32U.S. BANCORP ADVISORS, LLC
CRD 14455
MN$1.80B50U.S. Bank
C32WEALTH ALLIANCE ADVISORY GROUP, LLC
CRD 290329
KS$978.6M5Fidelity
C30IFS ADVISORS, LLC
CRD 147518
KS$213.8M5Fidelity
C29BURKHOLDER & ASSOCIATES, LLC
CRD 313338
MD$287.4M2Fidelity
C29ETF PORTFOLIO PARTNERS, INC.
CRD 128366
KS$431.1M4Fidelity
C29BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
CRD 124612
MD$9.84BU.S. Bank
C26CASTLELAKE, L.P.
CRD 145165
MN$35.29B1U.S. Bank
C26HAYS FINANCIAL GROUP, LLC
CRD 306877
MN$7.45B5Fidelity
C25SHOREVIEW INDUSTRIES V, LLC
CRD 156686
MN$1.17BU.S. Bank
C25U.S. BANCORP ASSET MANAGEMENT, INC.
CRD 111912
MN$427.48BU.S. Bank
C24D.F. DENT AND COMPANY, INC.
CRD 105179
MD$7.88B7Fidelity
C21MY CASH FLOW MANAGER, , LLC
CRD 146165
KSFidelity
C21CANVAS WEALTH ADVISORS, LLC
CRD 306343
KS$929.2M8Fidelity