ScoreFirmStateAUMAdvisorsCustodian
C45THOMPSON WEALTH SOLUTIONS, LLC
CRD 338023
MD$172.1M2Fidelity
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity
C44BERMAN MCALEER, LLC
CRD 332906
MD$1.82B13Fidelity
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity
C42FAMILY OFFICE RESEARCH, LLC
CRD 144136
MD$648.2M3Fidelity
C40RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031
SC$281.0M4Fidelity
C39BEACON INVESTMENT ADVISORS LLC
CRD 127368
MD$541.9M1Fidelity
C36TRITONPOINT PARTNERS, LLC
CRD 333259
MD$286.5M9Fidelity
C32TRUMBOWER FINANCIAL ADVISORS LLC
CRD 107495
MD$1.98B6Fidelity
C32SAOS CAPITAL, LLC
CRD 159515
SC$239.1M3Fidelity
C29BURKHOLDER & ASSOCIATES, LLC
CRD 313338
MD$287.4M2Fidelity
C26HOBBS GROUP ADVISORS LLC
CRD 157274
SC$584.4M7Fidelity
C25COLONIAL TRUST ADVISORS, INC.
CRD 110257
SC$1.85B15Fidelity
C24D.F. DENT AND COMPANY, INC.
CRD 105179
MD$7.88B7Fidelity