ScoreFirmStateAUMAdvisorsCustodian
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity
B63VAUGHAN AND COMPANY SECURITIES, INC.
CRD 18826
NJ$218.9M2Fidelity
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity
B54HIGH POINT WEALTH MANAGEMENT, LLC
CRD 147111
NJ$192.9M2Fidelity
B53191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT
CRD 124288
NJ$150.1M1Fidelity
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity
B50ADVANCED ADVISOR GROUP, LLC
CRD 140393
MN$10.9M50Fidelity
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3MFidelity
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity
C47LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973
NJ$187.7M2Fidelity
C46NCM CAPITAL MANAGEMENT, LLC
CRD 151109
NJ$539.4M3Fidelity
C46POSTROCK PARTNERS LLC
CRD 328865
KS$489.1M5Fidelity
C46CONTEGO CAPITAL GROUP, INC.
CRD 128518
MN$88.0M9Fidelity
C46MERCATOR MANAGEMENT (USA) LP
CRD 318911
NJ$297.6MJPMorgan
C45EVERGREEN CAPITAL ASSOCIATES LLC
CRD 312909
NJ$243.6MJPMorgan
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity
C42DOUGHERTY WEALTH ADVISERS LLC
CRD 143138
MN$505.4M3Fidelity
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
C41JONES KERTZ & ASSOCIATES, INC.
CRD 104976
MN$239.2M4Fidelity
C41CHERRYDALE WEALTH MANAGEMENT, LLC
CRD 171541
NJ$495.5M1Fidelity
C41CADIA PRIVATE CLIENT LLC
CRD 337400
NJ$192.5M2Fidelity
C41HUDSON CAPITAL MANAGEMENT LLC
CRD 131208
NJ$642.6M6Fidelity
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity
C40CONCORD MANAGEMENT SERVICES, LLC
CRD 292760
NJ$301.0MJPMorgan
C40AMERRA CAPITAL MANAGEMENT, LLC
CRD 155860
NJ$610.4MJPMorgan
C39MEDICUS WEALTH PLANNING, INC.
CRD 282904
UT$160.8M4Fidelity
C39PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300
NJ$1.22B7Fidelity
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity
C39GREATER MIDWEST FINANCIAL GROUP, LLC
CRD 324387
MN$589.3M8Fidelity
C38STILES FINANCIAL SERVICES INCORPORATED
CRD 117023
MN$548.7M8Fidelity
C38SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC
CRD 152003
MN$356.1M5Fidelity
C38FORTRESS FINANCIAL GROUP, LLC
CRD 315329
MN$352.3M7Fidelity
C38ELEMENT SQUARED LLC
CRD 311284
MN$203.5M6Fidelity
C36FINANCIAL PARTNERS GROUP, INC.
CRD 288644
KS$1.15B9Fidelity
C36ABBEY STREET, LLC
CRD 305107
MN$375.4M7Fidelity
C36DISCIPLINED GROWTH INVESTORS INC
CRD 106746
MN$5.48B3Fidelity
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity
C35OAKTOP CAPITAL MANAGEMENT II, L.P.
CRD 161896
NJ$1.23BFidelity
C35MACD ADVISORS LLC
CRD 171905
NJ$1.03BFidelity
C34MHS ADVISORY SERVICES, LLC
CRD 174590
MN$253.3M4Fidelity
C33PALISADE CAPITAL MANAGEMENT, LP
CRD 104581
NJ$3.86B14Fidelity
C32WEALTH ALLIANCE ADVISORY GROUP, LLC
CRD 290329
KS$978.6M5Fidelity
C32TEPP RIA LLC
CRD 283899
NJ$195.7M3Fidelity
C31PRIVATE ADVISOR GROUP, LLC
CRD 155216
NJ$44.33B50Fidelity
C31LANDSCAPE CAPITAL MANAGEMENT LLC
CRD 165336
NJ$3.03BJPMorgan
C31WAYZATA INVESTMENT PARTNERS LLC
CRD 132046
MN$9.4M3JPMorgan
C30IFS ADVISORS, LLC
CRD 147518
KS$213.8M5Fidelity