ScoreFirmStateAUMAdvisorsCustodian
B63VAUGHAN AND COMPANY SECURITIES, INC.
CRD 18826
NJ$218.9M2Fidelity
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
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3MFidelity
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial
C47LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973
NJ$187.7M2Fidelity
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial
C46NCM CAPITAL MANAGEMENT, LLC
CRD 151109
NJ$539.4M3Fidelity
C46POSTROCK PARTNERS LLC
CRD 328865
KS$489.1M5Fidelity
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity
C41CHERRYDALE WEALTH MANAGEMENT, LLC
CRD 171541
NJ$495.5M1Fidelity
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial
C41CADIA PRIVATE CLIENT LLC
CRD 337400
NJ$192.5M2Fidelity
C41HUDSON CAPITAL MANAGEMENT LLC
CRD 131208
NJ$642.6M6Fidelity
C39PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300
NJ$1.22B7Fidelity
C36FINANCIAL PARTNERS GROUP, INC.
CRD 288644
KS$1.15B9Fidelity
C35OAKTOP CAPITAL MANAGEMENT II, L.P.
CRD 161896
NJ$1.23BFidelity
C35MACD ADVISORS LLC
CRD 171905
NJ$1.03BFidelity
C35AGH WEALTH ADVISORS, LLC
CRD 146796
KS$456.3M6LPL Financial
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
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial
C31PRIVATE ADVISOR GROUP, LLC
CRD 155216
NJ$44.33B50Fidelity
C30IFS ADVISORS, LLC
CRD 147518
KS$213.8M5Fidelity
C29ETF PORTFOLIO PARTNERS, INC.
CRD 128366
KS$431.1M4Fidelity
C28WEALTH QUARTERBACK LLC
CRD 282967
NJ$391.3M5Fidelity
C28ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744
NJ$859.8M19LPL Financial
C26SHOREHAVEN WEALTH PARTNERS, LLC
CRD 308026
NJ$541.5M4Fidelity
C26ADVISORS CAPITAL MANAGEMENT, LLC
CRD 112266
NJ$12.20B50Fidelity
C24VAN LEEUWEN & COMPANY, LLC
CRD 126447
NJLPL Financial
C21SIMON QUICK ADVISORS, LLC
CRD 132330
NJ$9.01B41Fidelity
C21MY CASH FLOW MANAGER, , LLC
CRD 146165
KSFidelity
C21CANVAS WEALTH ADVISORS, LLC
CRD 306343
KS$929.2M8Fidelity
C18WISS PRIVATE CLIENT ADVISORS, LLC
CRD 286319
NJ$1.22B10Fidelity