ScoreFirmStateAUMAdvisorsCustodian
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1MFidelity
B54ARCHON CAPITAL MANAGEMENT LLC
CRD 130499
WA$214.6M3Fidelity
C48PHAROS CAPITAL GROUP, LLC
CRD 158849
TN$629.6MFidelity
C48ANCHOR HEALTH CAPITAL, LLC
CRD 309949
TN$166.0MFidelity
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity
C45BENEFIT FIDUCIARY GROUP LLC
CRD 291252
VA$529.4M2Fidelity
C45TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD 149101
TN$314.2MFidelity
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44SENTINEL WEALTH MANAGEMENT, INC.
CRD 122235
VA$388.8M2Fidelity
C44SAGE ADVISORS, LLC
CRD 301328
WA$575.1M4Fidelity
C43ASPECT PARTNERS, LLC
CRD 307273
VA$418.2M5Fidelity
C42BASECAMP WEALTH ADVISORS, LLC
CRD 334018
WA$1.08B4Fidelity
C42B. RILEY WEALTH ADVISORS, INC.
CRD 115927
TN$4.21B50Fidelity
C41DUDLEY CAPITAL MANAGEMENT LLC
CRD 282958
VA$291.7M2Fidelity
C41RAINIER FAMILY WEALTH, INC.
CRD 332062
WA$331.5M3Fidelity
C414J WEALTH MANAGEMENT, LLC
CRD 297268
VA$348.1M4Fidelity
C38SILVERLEAFE CAPITAL PARTNERS, LLC
CRD 133174
TN$449.2M6Fidelity
C36THE HOERNER PLANNING GROUP, LLC
CRD 139464
VA$1.65B4Fidelity
C36CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC
CRD 293020
VA$745.1M4Fidelity
C36THE RETIREMENT SOLUTION LLC
CRD 148106
WA$699.4M17Fidelity
C36ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
CRD 313195
TN$272.4M5Fidelity
C33BRIGHTON JONES LLC
CRD 108601
WA$18.88B50Fidelity
C33AM INVESTMENT STRATEGIES, LLC
CRD 165823
TN$738.4M2Fidelity
C32WOLF RIVER CAPITAL MANAGEMENT, LLC
CRD 149038
TN$328.7MFidelity
C32HALL RETIREMENT PLANNING SERVICES, LLC
CRD 289847
TN$246.0M2Fidelity
C30PYA WALTMAN CAPITAL, LLC
CRD 137283
TN$1.01B9Fidelity
C30SOUTHERN CAPITAL ADVISORS, LLC
CRD 292275
TN$636.9M6Fidelity
C29PARKER FINANCIAL LLC
CRD 144293
WA$272.0M4Fidelity
C29VARIANT PRIVATE WEALTH LLC
CRD 288011
VA$267.5M3Fidelity
C28ACTIV8 FAMILY OFFICE LLC
CRD 337753
VA$1.54B10Fidelity
C27180 WEALTH ADVISORS, LLC
CRD 284921
WA$1.36B3Fidelity
C26KFA PRIVATE WEALTH GROUP, LLC
CRD 281678
VA$830.0M11Fidelity
C25PARCION PRIVATE WEALTH LLC
CRD 305115
WA$2.95B15Fidelity
C24ALETHEIAN WEALTH ADVISORS LLC
CRD 304623
WA$412.5M5Fidelity
C24CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC
CRD 311296
VA$29.35BFidelity
C23RATHER & KITTRELL, INC.
CRD 114885
TN$2.25B18Fidelity
C22TBH GLOBAL ASSET MANAGEMENT, LLC
CRD 145536
TN$1.48B13Fidelity
C21ADVISORS FINANCIAL, INC.
CRD 144837
VA$321.2M6Fidelity
C19CONSILIO WEALTH ADVISORS, LLC
CRD 314466
WA$555.8M7Fidelity
C19GAVION, LLC
CRD 167807
TNFidelity
C18PAGNATOKARP PARTNERS, LLC
CRD 282298
VAFidelity
C16FORTIS CAPITAL MANAGEMENT LLC
CRD 172198
WA$1.16B16Fidelity
C14RETIREMENT FINANCIAL SOLUTIONS, LLC
CRD 285347
TN$361.7M14Fidelity
C11BEACON CAPITAL MANAGEMENT, LLC
CRD 156228
TN$1.27B17Fidelity