ScoreFirmStateAUMAdvisorsCustodian
A89HALL CAPITAL, LLC
CRD 153961
CA$180.0M2Fidelity
A75VIDA WEALTH PARTNERS, INC.
CRD 140824
CA$129.6M1Fidelity
B64CLEARWAVE CAPITAL, LLC
CRD 337738
CA$359.2M3Fidelity
B63VAUGHAN AND COMPANY SECURITIES, INC.
CRD 18826
NJ$218.9M2Fidelity
B62FULLERTON ADVISORS, LLC
CRD 148880
CA$120.4M1Fidelity
B61CANNON BEACH CONSULTANTS INC
CRD 140959
CA$209.2M2Fidelity
B59BERNZOTT CAPITAL ADVISORS
CRD 104583
CA$265.4M3Fidelity
B58CROSSPOINT FINANCIAL, LLC
CRD 286443
CA$157.1M1Fidelity
B55PARIAX, LLC
CRD 301474
CA$115.4M1Fidelity
B54DESMOND WEALTH MANAGEMENT, INC.
CRD 118200
CA$145.0M2Fidelity
B54HIGH POINT WEALTH MANAGEMENT, LLC
CRD 147111
NJ$192.9M2Fidelity
B54MONTCALM TCR LLC
CRD 164521
CA$237.5M2Fidelity
B54LEGACY CAPITAL GROUP CALIFORNIA, INC.
CRD 111436
CA$535.7M3Fidelity
B53191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT
CRD 124288
NJ$150.1M1Fidelity
B53BWA, LLC
CRD 154878
CA$146.9M1Fidelity
B52MARIN CAPITAL MANAGEMENT, LLC
CRD 136075
CA$170.8M4Fidelity
B50ARCA INVESTMENT MANAGEMENT, LLC
CRD 298298
CA$188.1MFidelity
B50GOYETTE FINANCIAL PLANNING, INC
CRD 133566
CA$196.7M1Fidelity
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3MFidelity
C49TORREN MANAGEMENT, LLC
CRD 329263
CA$373.5M4Fidelity
C47SWP FINANCIAL LLC
CRD 327885
CA$239.4M3Fidelity
C47LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973
NJ$187.7M2Fidelity
C46NCM CAPITAL MANAGEMENT, LLC
CRD 151109
NJ$539.4M3Fidelity
C46SPIEGELMAN WEALTH MANAGEMENT, INC.
CRD 336637
CA$443.0M3Fidelity
C46SP ASSET MANAGEMENT LLC
CRD 323369
CA$1.90B3Fidelity
C45NDWM LLC
CRD 151284
CA$176.3M2Fidelity
C45TRAVEKA WEALTH, LLC
CRD 328421
CA$730.8M3Fidelity
C44ALMITAS CAPITAL LLC
CRD 166705
CA$1.07BFidelity
C44PAVION BLUE CAPITAL, LLC
CRD 301968
CA$443.7M2Fidelity
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9MFidelity
C42CONNECTIVE CAPITAL MANAGEMENT, LLC
CRD 161099
CA$230.1M1Fidelity
C42OPUS PRIVATE WEALTH GROUP, LLC
CRD 171317
CA$128.0M3Fidelity
C42AR ASSET MANAGEMENT, INC.
CRD 110342
CA$602.6M3Fidelity
C41CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CRD 151765
CA$257.6M2Fidelity
C41CHERRYDALE WEALTH MANAGEMENT, LLC
CRD 171541
NJ$495.5M1Fidelity
C41STEADMONT ADVISORS, LLC
CRD 328882
AL$430.7M4Fidelity
C41CADIA PRIVATE CLIENT LLC
CRD 337400
NJ$192.5M2Fidelity
C41HUDSON CAPITAL MANAGEMENT LLC
CRD 131208
NJ$642.6M6Fidelity
C39PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300
NJ$1.22B7Fidelity
C39LONGVIEW FINANCIAL ADVISORS, INC.
CRD 122451
AL$208.2M3Fidelity
C39MONARCH PLAN ADVISORS
CRD 286612
CA$792.6M5Fidelity
C38SWEENEY & MICHEL, LLC
CRD 282595
CA$752.6M3Fidelity
C38ALLSTREET CAPITAL LLC
CRD 283564
CA$218.0M2Fidelity
C38CALABASAS ADVISORY GROUP, LLC
CRD 288224
CA$249.5M2Fidelity
C38TORREY WEALTH, LLC
CRD 310688
CA$176.7M2Fidelity
C37TTP INVESTMENTS, INC.
CRD 284082
CA$570.6M3Fidelity
C37FAIRVOY PRIVATE WEALTH, LLC
CRD 329636
AL$605.1M6Fidelity
C36INTELLECTUS PARTNERS, LLC
CRD 173140
CA$1.57B6Fidelity
C36SOUTHERN FINANCIAL GROUP, LLC
CRD 142644
AL$1.05B3Fidelity
C35OAKTOP CAPITAL MANAGEMENT II, L.P.
CRD 161896
NJ$1.23BFidelity