ScoreFirmStateAUMAdvisorsCustodian
A76CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
TX$228.5M4Fidelity
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity
A68GRACE CAPITAL MANAGEMENT, LLC
CRD 150054
TX$108.7M2Fidelity
A66STAVIS WEALTH TRANSFER SOLUTIONS, LLC
CRD 328185
TX$148.1M4Fidelity
B64M.C. BYRD WEALTH MANAGEMENT, LLC
CRD 151070
TX$294.2M3Fidelity
B60ASSET PRESERVATION GROUP INC
CRD 108150
TX$321.2M2Fidelity
B59MURRAY INVESTMENT MANAGEMENT, LLC
CRD 146921
TX$159.1M1Fidelity
B57CAMDEN WEALTH ADVISORS LLC
CRD 148518
TX$366.3M5Fidelity
B56FOCUS WEALTH ADVISORS, LLC
CRD 165425
TX$247.6M1Fidelity
B56ACACIA PARTNERS, LLC
CRD 281887
TX$220.7MJPMorgan
B56ATLASMARK FINANCIAL, INC.
CRD 152635
TX$228.6M1Fidelity
B53SKYLARK PRIVATE EQUITY PARTNERS, LP
CRD 315174
TX$211.4MJPMorgan
B52SUCCESSION FINANCIAL, INC.
CRD 336434
TX$210.3M3Fidelity
B51HEP PARTNERS LLC
CRD 161386
TX$257.9MJPMorgan
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity
B50VORTUS INVESTMENT ADVISORS, LLC
CRD 166178
TX$411.7MJPMorgan
B50FORTHRIGHT FAMILY WEALTH ADVISORY LLC
CRD 304547
TX$191.2M1Fidelity
B50STONETREE INVESTMENT PARTNERS LLC
CRD 318477
TX$195.7MJPMorgan
C50BLUEHEEL
CRD 331771
TX$192.3M1JPMorgan
C49TDC CAPITAL ADVISORS, INC.
CRD 117769
TX$177.6M10Fidelity
C49REVERE CAPITAL MANAGEMENT LP
CRD 306662
TX$138.7MJPMorgan
C48EAGLE GLOBAL ADVISORS LLC
CRD 107306
TX$3.10B8Fidelity
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity
C47BLUM FINANCIAL, LP
CRD 149134
TX$208.6M1Fidelity
C47IAS WEALTH MANAGEMENT, INC.
CRD 112486
TX$549.0M8Fidelity
C47MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.
CRD 168333
TX$956.4M6Fidelity
C47VIRAGE CAPITAL MANAGEMENT LP
CRD 167992
TX$588.3M1JPMorgan
C46HERITAGE WEALTH MANAGEMENT, INC.
CRD 122394
TX$357.8M4Fidelity
C46POSTROCK PARTNERS LLC
CRD 328865
KS$489.1M5Fidelity
C46POINT BRIDGE CAPITAL, LLC
CRD 168071
TX$419.7M1JPMorgan
C45LBJ FAMILY WEALTH ADVISORS, LTD.
CRD 129701
TX$388.8M2Fidelity
C45SNOWCAP CAPITAL MANAGEMENT, LLC
CRD 146883
TX$238.9M2Fidelity
C45ALTERIS CAPITAL PARTNERS, LLC
CRD 335079
TX$139.5M3Fidelity
C44RR ADVISORS, LLC
CRD 130609
TX$496.8M2JPMorgan
C44CLEAR SKY CARBON SOLUTIONS INVESTMENT MANAGEMENT, LLC
CRD 311751
TX$466.6MJPMorgan
C44CPMG, INC.
CRD 131417
TX$855.8M5Fidelity
C44S HARRIS FINANCIAL GROUP, LLC
CRD 151899
TX$404.4M6Fidelity
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9MFidelity
C44UNITY PARTNERS LP
CRD 322847
TX$367.0MJPMorgan
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity
C43DALAL STREET, LLC
CRD 161471
TX$936.3M1Fidelity
C42CARSON MANAGEMENT COMPANY, LLC
CRD 153261
TX$469.3M2JPMorgan
C42CHAMBERS ENERGY MANAGEMENT, LP
CRD 155906
TX$1.41B1JPMorgan
C42LEON CAPITAL MANAGEMENT, LLC
CRD 332987
TX$244.7MJPMorgan
C41STEADMONT ADVISORS, LLC
CRD 328882
AL$430.7M4Fidelity
C41ARWA LLC
CRD 337220
TX$335.0M3Fidelity
C41EVERKEY FINANCIAL LLC
CRD 325189
TX$10.6M1Fidelity
C41327 CAPITAL PARTNERS, LLC
CRD 313414
TX$505.5MJPMorgan