ScoreFirmStateAUMAdvisorsCustodian
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
B63VAUGHAN AND COMPANY SECURITIES, INC.
CRD 18826
NJ$218.9M2Fidelity
B54HIGH POINT WEALTH MANAGEMENT, LLC
CRD 147111
NJ$192.9M2Fidelity
B53191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT
CRD 124288
NJ$150.1M1Fidelity
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3MFidelity
C47LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973
NJ$187.7M2Fidelity
C46NCM CAPITAL MANAGEMENT, LLC
CRD 151109
NJ$539.4M3Fidelity
C45NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179
WI$173.5M3Fidelity
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity
C41CHERRYDALE WEALTH MANAGEMENT, LLC
CRD 171541
NJ$495.5M1Fidelity
C41CADIA PRIVATE CLIENT LLC
CRD 337400
NJ$192.5M2Fidelity
C41HUDSON CAPITAL MANAGEMENT LLC
CRD 131208
NJ$642.6M6Fidelity
C40RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031
SC$281.0M4Fidelity
C39PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300
NJ$1.22B7Fidelity
C35OAKTOP CAPITAL MANAGEMENT II, L.P.
CRD 161896
NJ$1.23BFidelity
C35MACD ADVISORS LLC
CRD 171905
NJ$1.03BFidelity
C33PALISADE CAPITAL MANAGEMENT, LP
CRD 104581
NJ$3.86B14Fidelity
C32TEPP RIA LLC
CRD 283899
NJ$195.7M3Fidelity
C32SAOS CAPITAL, LLC
CRD 159515
SC$239.1M3Fidelity
C31PRIVATE ADVISOR GROUP, LLC
CRD 155216
NJ$44.33B50Fidelity
C28WEALTH QUARTERBACK LLC
CRD 282967
NJ$391.3M5Fidelity
C27MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD 112995
WI$649.3M16Fidelity
C26HOBBS GROUP ADVISORS LLC
CRD 157274
SC$584.4M7Fidelity
C26SHOREHAVEN WEALTH PARTNERS, LLC
CRD 308026
NJ$541.5M4Fidelity
C26ADVISORS CAPITAL MANAGEMENT, LLC
CRD 112266
NJ$12.20B50Fidelity
C26KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787
WI$1.16B13Fidelity
C25COLONIAL TRUST ADVISORS, INC.
CRD 110257
SC$1.85B15Fidelity
C25AVAII WEALTH MANAGEMENT, LLC
CRD 298165
WI$602.8M9Fidelity
C21SIMON QUICK ADVISORS, LLC
CRD 132330
NJ$9.01B41Fidelity
C20ESTATE COUNSELORS, LLC
CRD 123452
WI$1.35B7Fidelity
C18WISS PRIVATE CLIENT ADVISORS, LLC
CRD 286319
NJ$1.22B10Fidelity
C14ENDOWMENT WEALTH MANAGEMENT, INC.
CRD 108652
WI$609.2M12Fidelity