ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
B57C.W. O'CONNER WEALTH ADVISORS, INC.
CRD 125646
GA$264.6M3Fidelity
B55MAVEN CAPITAL PARTNERS, LLC
CRD 300626
GA$152.9M5Fidelity
B53CFS WEALTH MANAGEMENT, LLC
CRD 135579
GA$189.1M5Fidelity
B50REICON WEALTH ADVISORS, LLC
CRD 315043
GA$220.1M5Fidelity
C45NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179
WI$173.5M3Fidelity
C43CYGNUS CAPITAL ADVISORS, LLC
CRD 323041
GA$229.7MFidelity
C37KIKER WEALTH MANAGEMENT, LLC
CRD 154405
GA$395.1M4Fidelity
C31HOWARD CAPITAL MANAGEMENT, INC.
CRD 118070
GA$8.01B23Fidelity
C30SWMG HOLDINGS, LLC
CRD 285713
GA$428.5M4Fidelity
C29CHRISTY CAPITAL MANAGEMENT, INC.
CRD 149313
GA$376.3M12Fidelity
C28GOODWIN INVESTMENT ADVISORY, LLC
CRD 131193
GA$397.0M8Fidelity
C28SYNOVUS SECURITIES, INC.
CRD 14023
GA$8.45B50Fidelity
C27TRUIST ADVISORY SERVICES, INC.
CRD 283390
GA$77.39B50Fidelity
C27MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD 112995
WI$649.3M16Fidelity
C26KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787
WI$1.16B13Fidelity
C25AVAII WEALTH MANAGEMENT, LLC
CRD 298165
WI$602.8M9Fidelity
C20ESTATE COUNSELORS, LLC
CRD 123452
WI$1.35B7Fidelity
C15SAGE MOUNTAIN ADVISORS, LLC
CRD 298593
GA$4.29B21Fidelity
C14ENDOWMENT WEALTH MANAGEMENT, INC.
CRD 108652
WI$609.2M12Fidelity