ScoreFirmStateAUMAdvisorsCustodian
B63VAUGHAN AND COMPANY SECURITIES, INC.
CRD 18826
NJ$218.9M2Fidelity
B58REVO FINANCIAL, LLC
CRD 172646
OK$135.4M2Fidelity
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
B53BISON CAPITAL ADVISORS, LLC
CRD 306471
OK$250.0M2Fidelity
B52INVESTRUST CONSULTING, LLC
CRD 108037
OK$588.2M7Fidelity
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3MFidelity
C47LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973
NJ$187.7M2Fidelity
C46TOM JOHNSON INVESTMENT MANAGEMENT, LLC
CRD 104511
OK$1.63B6Fidelity
C46NCM CAPITAL MANAGEMENT, LLC
CRD 151109
NJ$539.4M3Fidelity
C46HUGHES WARREN, INC.
CRD 145570
OK$220.5M2Fidelity
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
C39PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300
NJ$1.22B7Fidelity
C39ALLEGIANT WEALTH ADVISORS, LLC
CRD 330239
OK$1.17B2Fidelity
C35OAKTOP CAPITAL MANAGEMENT II, L.P.
CRD 161896
NJ$1.23BFidelity
C35MACD ADVISORS LLC
CRD 171905
NJ$1.03BFidelity
C35CE INVESTMENT MANAGEMENT, LLC
CRD 299786
OK$5.91BFidelity
C33PALISADE CAPITAL MANAGEMENT, LP
CRD 104581
NJ$3.86B14Fidelity
C32TEPP RIA LLC
CRD 283899
NJ$195.7M3Fidelity
C31PRIVATE ADVISOR GROUP, LLC
CRD 155216
NJ$44.33B50Fidelity
C28WEALTH QUARTERBACK LLC
CRD 282967
NJ$391.3M5Fidelity
C28GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD 122328
OK$1.35B18Fidelity
C27EVERPAR ADVISORS LLC
CRD 326468
OK$587.8M9Fidelity
C26CADENT CAPITAL ADVISORS, LLC
CRD 169704
OK$785.8M11Fidelity
C26SHOREHAVEN WEALTH PARTNERS, LLC
CRD 308026
NJ$541.5M4Fidelity
C26ADVISORS CAPITAL MANAGEMENT, LLC
CRD 112266
NJ$12.20B50Fidelity
C21SIMON QUICK ADVISORS, LLC
CRD 132330
NJ$9.01B41Fidelity
C18WISS PRIVATE CLIENT ADVISORS, LLC
CRD 286319
NJ$1.22B10Fidelity