ScoreFirmStateAUMAdvisorsCustodian
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity
B63FINANCIAL LIFE PLANNERS LLC
CRD 129415
AZ$208.4M4Fidelity
B62SYNERGY CAPITAL OF COLORADO LLC
CRD 334117
CO$98.8M2Fidelity
B61PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
AZ$301.0M2Fidelity
B57CAPITAL ASSET MANAGEMENT, LLC
CRD 284505
CO$208.8M4Fidelity
B57PANORAMA WEALTH ADVISORS
CRD 324199
CO$133.7M2Fidelity
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity
B54ACORN CREEK CAPITAL LLC
CRD 325809
CO$488.7M4Fidelity
B52INFINIUM INVESTMENT ADVISORS, LLC
CRD 149123
CO$131.4M2Fidelity
C50FINANCIAL DIRECTIONS LLC
CRD 108475
AZ$737.8M3Fidelity
C49CENTERPIECE WEALTH ADVISOR L.L.C.
CRD 296956
CO$138.6M2Fidelity
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity
C47BAUER WEALTH MANAGEMENT INC.
CRD 152977
CO$205.9M4Fidelity
C47HIGHPASS ASSET MANAGEMENT LLC
CRD 159535
CO$218.2M2Fidelity
C47DESTINY CAPITAL CORPORATION
CRD 111196
CO$382.2M8Fidelity
C44VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591
AZ$165.8M2Fidelity
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity
C40INTERWEALTH MANAGEMENT, LLC
CRD 155597
AZ$298.0M5Fidelity
C39MEDICUS WEALTH PLANNING, INC.
CRD 282904
UT$160.8M4Fidelity
C39WISE WEALTH PARTNERS, LLC
CRD 311639
AZ$153.5M2Fidelity
C39FIRST SOURCE INVESTMENT PARTNERS, LLC
CRD 322893
CO$154.0M3Fidelity
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity
C39BAYNTREE WEALTH ADVISORS, LLC
CRD 226708
AZ$241.1M6Fidelity
C39ASPEN WEALTH STRATEGIES, LLC
CRD 307424
CO$312.2M6Fidelity
C38SECURE INVESTMENT MANAGEMENT, LLC
CRD 141195
AZ$42.9M21Fidelity
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity
C35GAINLINE FINANCIAL PARTNERS, LLC
CRD 326716
CO$348.6M6Fidelity
C32BXM WEALTH LLC
CRD 332544
CO$231.3M4Fidelity
C30AEGIS WEALTH GROUP, LLC
CRD 222515
UT$247.7M21Fidelity
C30E6 PORTFOLIOS
CRD 326617
UT$239.4M3Fidelity
C30MARTINSEN WEALTH MANAGEMENT, LLC
CRD 332433
AZ$143.2M8Fidelity
C29COSNER FINANCIAL GROUP, LLC
CRD 147942
CO$369.8M4Fidelity
C29SYNERGY FINANCIAL PARTNERS, LLC
CRD 305287
CO$308.7M5Fidelity
C28COREPATH WEALTH PARTNERS LLC
CRD 299951
AZ$261.2M5Fidelity
C28ALPHA CAPITAL FAMILY OFFICE, LLC
CRD 307521
CO$295.9M6Fidelity
C27STRATEGY FINANCIAL SERVICES, LLC
CRD 164531
AZ$366.7M8Fidelity
C26NARUS FINANCIAL PARTNERS, LLC
CRD 173534
UT$559.0M5Fidelity
C20ELEVATED CAPITAL ADVISORS, LLC
CRD 226721
UT$499.1M21Fidelity
C20NEW MILLENNIUM GROUP, LLC
CRD 299249
UT$257.0M13Fidelity
C17KINGDOM FINANCIAL GROUP, LLC
CRD 155676
AZ$520.9M18Fidelity