ScoreFirmStateAUMAdvisorsCustodian
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9MFidelity
A65OAKMONT INVESTMENT ADVISORS, INC.
CRD 111095
PA$192.2M3Fidelity
B61ADARE ASSET MANAGEMENT, LLC
CRD 152471
PA$159.3M1Fidelity
B60V3LIMITED LLC
CRD 169624
PA$122.4MFidelity
B58CHANCELLOR FINANCIAL GROUP LP
CRD 159563
PA$249.3M6Fidelity
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity
B57ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CRD 147982
PA$116.4M4Fidelity
B55SEQUINOX WEALTH MANAGEMENT, LLC
CRD 335246
PA$160.0M4Fidelity
B54TREBUCHET CONSULTING, LLC
CRD 166645
PA$1.08B4Fidelity
B54FLAX POND CAPITAL, LLC
CRD 324332
PA$222.3M2Fidelity
B51NETWORTH ADVISORS, LLC
CRD 311621
PA$185.4M6Fidelity
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity
B50ADVANCED ADVISOR GROUP, LLC
CRD 140393
MN$10.9M50Fidelity
B50ROLEK WEALTH MANAGEMENT LLC
CRD 285351
PA$239.2M1Fidelity
C50JMAC ENTERPRISES LLC
CRD 312710
PA$722.4M3Fidelity
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
C46MAIN ADVISORY, INC.
CRD 328040
PA$162.7M2Fidelity
C45CAMBRIAN CAPITAL MANAGEMENT, L.L.C.
CRD 324623
PA$343.8MU.S. Bank
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2MU.S. Bank
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity
C42DOUGHERTY WEALTH ADVISERS LLC
CRD 143138
MN$505.4M3Fidelity
C41JONES KERTZ & ASSOCIATES, INC.
CRD 104976
MN$239.2M4Fidelity
C41503 CAPITAL PARTNERS, LLC
CRD 327580
KS$636.4MU.S. Bank
C41KAILASA CAPITAL MANAGEMENT LLC
CRD 286159
PA$298.3M2Fidelity
C40TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711
KS$8.93B11U.S. Bank
C40OAKTREE ADVISORS LLC
CRD 168271
PA$282.8M7Fidelity
C39CROSSOVER CAPITAL BRANDS LLC
CRD 326625
PA$179.5M2Fidelity
C39HOLOS INTEGRATED WEALTH, LLC
CRD 329884
PA$233.1M3Fidelity
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
C38MEMBERS WEALTH LLC
CRD 323778
PA$279.6M5Fidelity
C38ELEMENT SQUARED LLC
CRD 311284
MN$203.5M6Fidelity
C38LGL PARTNERS, LLC
CRD 289784
PA$1.71BFidelity
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
C35MYCIO WEALTH PARTNERS, LLC
CRD 134436
PA$15.78B33Fidelity
C34EMERALD INVESTMENT ADVISERS, LLC
CRD 338769
PA$2.26BFidelity
C34ALLEGHENY INVESTMENTS
CRD 7597
PA$742.1M14Fidelity
C34MHS ADVISORY SERVICES, LLC
CRD 174590
MN$253.3M4Fidelity
C34LEM CAPITAL, L.P.
CRD 159817
PA$661.4MU.S. Bank
C33IAM ADVISORY LLC
CRD 305492
PA$699.4M9Fidelity
C32MARKET STREET WEALTH MANAGEMENT, LLC
CRD 155157
PA$837.0M11Fidelity
C32STILLWATER ASSET MANAGEMENT, LLC
CRD 288535
MN$701.4MU.S. Bank