ScoreFirmStateAUMAdvisorsCustodian
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity
B63FINANCIAL LIFE PLANNERS LLC
CRD 129415
AZ$208.4M4Fidelity
B61PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
AZ$301.0M2Fidelity
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity
C50FINANCIAL DIRECTIONS LLC
CRD 108475
AZ$737.8M3Fidelity
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity
C46AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD 288742
IN$258.9M4Fidelity
C44VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591
AZ$165.8M2Fidelity
C40INTERWEALTH MANAGEMENT, LLC
CRD 155597
AZ$298.0M5Fidelity
C39WISE WEALTH PARTNERS, LLC
CRD 311639
AZ$153.5M2Fidelity
C39BAYNTREE WEALTH ADVISORS, LLC
CRD 226708
AZ$241.1M6Fidelity
C38SECURE INVESTMENT MANAGEMENT, LLC
CRD 141195
AZ$42.9M21Fidelity
C36IMC ADVISORS, LLC
CRD 111537
IN$540.0M3Fidelity
C35PROCOURSE FIDUCIARY ADVISORS, LLC
CRD 164328
IN$5.49B4Fidelity
C31FOUR QUADRANT WEALTH ADVISORS, INC.
CRD 130753
IN$219.0M9Fidelity
C31ARCHER INVESTMENT CORPORATION
CRD 136403
IN$1.01B50Fidelity
C30MARTINSEN WEALTH MANAGEMENT, LLC
CRD 332433
AZ$143.2M8Fidelity
C28FORUM SOLUTIONS GROUP, LLC
CRD 143075
IN$403.3M7Fidelity
C28COREPATH WEALTH PARTNERS LLC
CRD 299951
AZ$261.2M5Fidelity
C27STRATEGY FINANCIAL SERVICES, LLC
CRD 164531
AZ$366.7M8Fidelity
C23HOWARD BAILEY SECURITIES, LLC
CRD 282712
IN$582.8M13Fidelity
C17KINGDOM FINANCIAL GROUP, LLC
CRD 155676
AZ$520.9M18Fidelity
C17OXFORD FINANCIAL GROUP, LTD. LLC
CRD 105303
IN$23.33B50Fidelity
C14MARIPAU WEALTH MANAGEMENT LLC
CRD 311934
IN$363.8M21Fidelity
C14PATHWAY FINANCIAL ADVISERS, LLC
CRD 166237
IN$524.2M6Fidelity