ScoreFirmStateAUMAdvisorsCustodian
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity
B63FINANCIAL LIFE PLANNERS LLC
CRD 129415
AZ$208.4M4Fidelity
B61PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
AZ$301.0M2Fidelity
C50FINANCIAL DIRECTIONS LLC
CRD 108475
AZ$737.8M3Fidelity
C45BRADLEY WEALTH LLC
CRD 131808
AZ$196.7M3Pershing
C44VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591
AZ$165.8M2Fidelity
C42VOYA INVESTMENTS, LLC
CRD 111091
AZ$59.48BBNY Mellon
C40ABLE FINANCIAL GROUP, LLC
CRD 323646
AZ$732.9M9Pershing
C40INTERWEALTH MANAGEMENT, LLC
CRD 155597
AZ$298.0M5Fidelity
C39WISE WEALTH PARTNERS, LLC
CRD 311639
AZ$153.5M2Fidelity
C39BAYNTREE WEALTH ADVISORS, LLC
CRD 226708
AZ$241.1M6Fidelity
C38SECURE INVESTMENT MANAGEMENT, LLC
CRD 141195
AZ$42.9M21Fidelity
C36GALLOWAY ASSET MANAGEMENT LLC
CRD 141091
AZ$17.9M26Pershing
C32J. P. DAVIS, INC.
CRD 289548
AZ$242.0M4Pershing
C30MARTINSEN WEALTH MANAGEMENT, LLC
CRD 332433
AZ$143.2M8Fidelity
C28COREPATH WEALTH PARTNERS LLC
CRD 299951
AZ$261.2M5Fidelity
C27STRATEGY FINANCIAL SERVICES, LLC
CRD 164531
AZ$366.7M8Fidelity
C21BDT & ASSOCIATES, INC.
CRD 288008
AZ$371.1M11Pershing
C18S.E. THORN & CO.
CRD 113754
AZ4Pershing
C17KINGDOM FINANCIAL GROUP, LLC
CRD 155676
AZ$520.9M18Fidelity
C15ASTEROZOA MANAGEMENT LLC
CRD 316870
AZ$103.9M3Pershing
C13PACIFICOR, LLC
CRD 120454
AZ10BNY Mellon