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11 firms
ActiveState: IA×Custodian: LPL Financial×Custodian: Fidelity×clear all
ScoreFirmStateAUMAdvisorsCustodian
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
C38PETERSON FINANCIAL GROUP, INC.
CRD 169519
IA$299.2M3Fidelity→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C35CLARITY ASSET MANAGEMENT, INC.
CRD 115699
IA$257.4M4Fidelity→
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial→
C33DYNAMIC FINANCIAL GROUP, LLC
CRD 288763
IA$539.6M3Fidelity→
C33OASIS ADVISORS, LLC
CRD 335555
IA$277.7M20Fidelity→
C31PRINCIPAL SECURITIES, INC.
CRD 1137
IA$17.02B50Fidelity→
C28WEALTHSPAN PARTNERS, LLC
CRD 297712
IA$451.1M5Fidelity→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→