ScoreFirmStateAUMAdvisorsCustodian
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity
C46AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD 288742
IN$258.9M4Fidelity
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity
C39MEDICUS WEALTH PLANNING, INC.
CRD 282904
UT$160.8M4Fidelity
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity
C36IMC ADVISORS, LLC
CRD 111537
IN$540.0M3Fidelity
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity
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
C30AEGIS WEALTH GROUP, LLC
CRD 222515
UT$247.7M21Fidelity
C30E6 PORTFOLIOS
CRD 326617
UT$239.4M3Fidelity
C28FORUM SOLUTIONS GROUP, LLC
CRD 143075
IN$403.3M7Fidelity
C26NARUS FINANCIAL PARTNERS, LLC
CRD 173534
UT$559.0M5Fidelity
C23HOWARD BAILEY SECURITIES, LLC
CRD 282712
IN$582.8M13Fidelity
C20ELEVATED CAPITAL ADVISORS, LLC
CRD 226721
UT$499.1M21Fidelity
C20NEW MILLENNIUM GROUP, LLC
CRD 299249
UT$257.0M13Fidelity
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