ScoreFirmStateAUMAdvisorsCustodian
C45THOMPSON WEALTH SOLUTIONS, LLC
CRD 338023
MD$172.1M2Fidelity
C44BERMAN MCALEER, LLC
CRD 332906
MD$1.82B13Fidelity
C42FAMILY OFFICE RESEARCH, LLC
CRD 144136
MD$648.2M3Fidelity
C39BEACON INVESTMENT ADVISORS LLC
CRD 127368
MD$541.9M1Fidelity
C38PETERSON FINANCIAL GROUP, INC.
CRD 169519
IA$299.2M3Fidelity
C36TRITONPOINT PARTNERS, LLC
CRD 333259
MD$286.5M9Fidelity
C35CLARITY ASSET MANAGEMENT, INC.
CRD 115699
IA$257.4M4Fidelity
C33DYNAMIC FINANCIAL GROUP, LLC
CRD 288763
IA$539.6M3Fidelity
C33OASIS ADVISORS, LLC
CRD 335555
IA$277.7M20Fidelity
C32TRUMBOWER FINANCIAL ADVISORS LLC
CRD 107495
MD$1.98B6Fidelity
C31PRINCIPAL SECURITIES, INC.
CRD 1137
IA$17.02B50Fidelity
C29BURKHOLDER & ASSOCIATES, LLC
CRD 313338
MD$287.4M2Fidelity
C28WEALTHSPAN PARTNERS, LLC
CRD 297712
IA$451.1M5Fidelity
C24D.F. DENT AND COMPANY, INC.
CRD 105179
MD$7.88B7Fidelity