ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity
B63LINX PARTNERS, LLC
CRD 158607
GA$131.4MJPMorgan
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
C43CYGNUS CAPITAL ADVISORS, LLC
CRD 323041
GA$229.7MFidelity
C37KIKER WEALTH MANAGEMENT, LLC
CRD 154405
GA$395.1M4Fidelity
C31JAMESTOWN, L.P.
CRD 158207
GA$7.06BJPMorgan
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
C28GODWIN CAPITAL GROUP, LLC
CRD 316592
GA$1.13BJPMorgan
C27TRUIST ADVISORY SERVICES, INC.
CRD 283390
GA$77.39B50Fidelity
C274612 GROUP, LLC
CRD 287619
GA$773.3MJPMorgan
C26ROARK CAPITAL MANAGEMENT, LLC
CRD 160368
GA$34.18BJPMorgan
C23ALTERA PRIVATE ACCESS, LLC
CRD 287467
GA$519.1M2JPMorgan
C22AVEGO MANAGEMENT, LLC
CRD 310520
GA$917.5MJPMorgan
C19SOVEREIGN'S CAPITAL MANAGEMENT, LLC
CRD 301879
GA$1.28BJPMorgan
C15SAGE MOUNTAIN ADVISORS, LLC
CRD 298593
GA$4.29B21Fidelity