ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity
B62SYNERGY CAPITAL OF COLORADO LLC
CRD 334117
CO$98.8M2Fidelity
B57C.W. O'CONNER WEALTH ADVISORS, INC.
CRD 125646
GA$264.6M3Fidelity
B57CAPITAL ASSET MANAGEMENT, LLC
CRD 284505
CO$208.8M4Fidelity
B57PANORAMA WEALTH ADVISORS
CRD 324199
CO$133.7M2Fidelity
B55MAVEN CAPITAL PARTNERS, LLC
CRD 300626
GA$152.9M5Fidelity
B54ACORN CREEK CAPITAL LLC
CRD 325809
CO$488.7M4Fidelity
B53CFS WEALTH MANAGEMENT, LLC
CRD 135579
GA$189.1M5Fidelity
B52INFINIUM INVESTMENT ADVISORS, LLC
CRD 149123
CO$131.4M2Fidelity
B50REICON WEALTH ADVISORS, LLC
CRD 315043
GA$220.1M5Fidelity
C49CENTERPIECE WEALTH ADVISOR L.L.C.
CRD 296956
CO$138.6M2Fidelity
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
C43CYGNUS CAPITAL ADVISORS, LLC
CRD 323041
GA$229.7MFidelity
C39FIRST SOURCE INVESTMENT PARTNERS, LLC
CRD 322893
CO$154.0M3Fidelity
C39ASPEN WEALTH STRATEGIES, LLC
CRD 307424
CO$312.2M6Fidelity
C37KIKER WEALTH MANAGEMENT, LLC
CRD 154405
GA$395.1M4Fidelity
C35GAINLINE FINANCIAL PARTNERS, LLC
CRD 326716
CO$348.6M6Fidelity
C32BXM WEALTH LLC
CRD 332544
CO$231.3M4Fidelity
C31HOWARD CAPITAL MANAGEMENT, INC.
CRD 118070
GA$8.01B23Fidelity
C30SWMG HOLDINGS, LLC
CRD 285713
GA$428.5M4Fidelity
C29COSNER FINANCIAL GROUP, LLC
CRD 147942
CO$369.8M4Fidelity
C29SYNERGY FINANCIAL PARTNERS, LLC
CRD 305287
CO$308.7M5Fidelity
C29CHRISTY CAPITAL MANAGEMENT, INC.
CRD 149313
GA$376.3M12Fidelity
C28GOODWIN INVESTMENT ADVISORY, LLC
CRD 131193
GA$397.0M8Fidelity
C28ALPHA CAPITAL FAMILY OFFICE, LLC
CRD 307521
CO$295.9M6Fidelity
C28SYNOVUS SECURITIES, INC.
CRD 14023
GA$8.45B50Fidelity
C27TRUIST ADVISORY SERVICES, INC.
CRD 283390
GA$77.39B50Fidelity
C15SAGE MOUNTAIN ADVISORS, LLC
CRD 298593
GA$4.29B21Fidelity