ScoreFirmStateAUMAdvisorsCustodian
B63VAUGHAN AND COMPANY SECURITIES, INC.
CRD 18826
NJ$218.9M2Fidelity
B58REVO FINANCIAL, LLC
CRD 172646
OK$135.4M2Fidelity
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
B53BISON CAPITAL ADVISORS, LLC
CRD 306471
OK$250.0M2Fidelity
B52INVESTRUST CONSULTING, LLC
CRD 108037
OK$588.2M7Fidelity
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3MFidelity
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity
C47LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973
NJ$187.7M2Fidelity
C46TOM JOHNSON INVESTMENT MANAGEMENT, LLC
CRD 104511
OK$1.63B6Fidelity
C46NCM CAPITAL MANAGEMENT, LLC
CRD 151109
NJ$539.4M3Fidelity
C46HUGHES WARREN, INC.
CRD 145570
OK$220.5M2Fidelity
C46MERCATOR MANAGEMENT (USA) LP
CRD 318911
NJ$297.6MJPMorgan
C45EVERGREEN CAPITAL ASSOCIATES LLC
CRD 312909
NJ$243.6MJPMorgan
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity
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
C39ALLEGIANT WEALTH ADVISORS, LLC
CRD 330239
OK$1.17B2Fidelity
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity
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
C35CE INVESTMENT MANAGEMENT, LLC
CRD 299786
OK$5.91BFidelity
C33PALISADE CAPITAL MANAGEMENT, LP
CRD 104581
NJ$3.86B14Fidelity
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
C30AEGIS WEALTH GROUP, LLC
CRD 222515
UT$247.7M21Fidelity
C30E6 PORTFOLIOS
CRD 326617
UT$239.4M3Fidelity
C30CRE VENTURE CAPITAL, INC.
CRD 317875
NJ$404.6MJPMorgan
C28WEALTH QUARTERBACK LLC
CRD 282967
NJ$391.3M5Fidelity
C28GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD 122328
OK$1.35B18Fidelity
C28EXCHANGE TRADED CONCEPTS, LLC
CRD 151197
OK$22.95BJPMorgan
C27EVERPAR ADVISORS LLC
CRD 326468
OK$587.8M9Fidelity
C26CADENT CAPITAL ADVISORS, LLC
CRD 169704
OK$785.8M11Fidelity
C26NARUS FINANCIAL PARTNERS, LLC
CRD 173534
UT$559.0M5Fidelity
C26SHOREHAVEN WEALTH PARTNERS, LLC
CRD 308026
NJ$541.5M4Fidelity
C26ADVISORS CAPITAL MANAGEMENT, LLC
CRD 112266
NJ$12.20B50Fidelity
C25FIDELIS INVESTORS, LLC
CRD 306920
NJ$1.38BJPMorgan
C24ENERGY CAPITAL PARTNERS MANAGEMENT, LP
CRD 155020
NJ$33.39BJPMorgan
C21SIMON QUICK ADVISORS, LLC
CRD 132330
NJ$9.01B41Fidelity
C21CONVERSANT CAPITAL LLC
CRD 308201
NJ$3.12BJPMorgan