ScoreFirmStateAUMAdvisorsCustodian
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity
B63VAUGHAN AND COMPANY SECURITIES, INC.
CRD 18826
NJ$218.9M2Fidelity
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street
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
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3MFidelity
C47LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973
NJ$187.7M2Fidelity
C46NCM CAPITAL MANAGEMENT, LLC
CRD 151109
NJ$539.4M3Fidelity
C46HARDING LOEVNER LP
CRD 104543
NJ$32.06BState Street
C45NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179
WI$173.5M3Fidelity
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
C39PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300
NJ$1.22B7Fidelity
C37COLUMBUS HILL CAPITAL MANAGEMENT, L.P.
CRD 158336
NJ$1.61BState Street
C35OAKTOP CAPITAL MANAGEMENT II, L.P.
CRD 161896
NJ$1.23BFidelity
C35MACD ADVISORS LLC
CRD 171905
NJ$1.03BFidelity
C35ZAIS GROUP LLC
CRD 108371
NJ$5.26BBNY Mellon
C35PGIM QUANTITATIVE SOLUTIONS LLC
CRD 129752
NJ$110.95B1State Street
C33PALISADE CAPITAL MANAGEMENT, LP
CRD 104581
NJ$3.86B14Fidelity
C32SOLUS ALTERNATIVE ASSET MANAGEMENT LP
CRD 144155
NJ$3.19BBNY Mellon
C32COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
CRD 150088
NJ$121.46BBNY Mellon
C32LORD, ABBETT & CO. LLC
CRD 110391
NJ$270.39B50State Street
C32TEPP RIA LLC
CRD 283899
NJ$195.7M3Fidelity
C31PRIVATE ADVISOR GROUP, LLC
CRD 155216
NJ$44.33B50Fidelity
C30PGIM, INC.
CRD 105676
NJ$1131.64B3State Street
C30METLIFE INVESTMENT MANAGEMENT, LLC
CRD 142463
NJ$563.78BState Street
C30BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD 108928
NJ$676.69B50State Street
C29PGIM INVESTMENTS LLC
CRD 105670
NJ$344.84B50BNY Mellon
C29NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
CRD 307169
WI$16.25B14State Street
C28WEALTH QUARTERBACK LLC
CRD 282967
NJ$391.3M5Fidelity
C27LORD ABBETT PRIVATE CREDIT ADVISOR LLC
CRD 332701
NJ$1.28BState Street
C27MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD 112995
WI$649.3M16Fidelity
C26SHOREHAVEN WEALTH PARTNERS, LLC
CRD 308026
NJ$541.5M4Fidelity
C26ADVISORS CAPITAL MANAGEMENT, LLC
CRD 112266
NJ$12.20B50Fidelity
C26KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787
WI$1.16B13Fidelity
C25AVAII WEALTH MANAGEMENT, LLC
CRD 298165
WI$602.8M9Fidelity
C22JACOBS LEVY EQUITY MANAGEMENT INC
CRD 107022
NJ$28.01B5State Street
C21SIMON QUICK ADVISORS, LLC
CRD 132330
NJ$9.01B41Fidelity
C20ESTATE COUNSELORS, LLC
CRD 123452
WI$1.35B7Fidelity
C20EDGESTREAM PARTNERS, L.P.
CRD 166338
NJ$4.89BBNY Mellon
C19CHATHAM ASSET MANAGEMENT, LLC
CRD 157517
NJ$8.27BState Street
C18WISS PRIVATE CLIENT ADVISORS, LLC
CRD 286319
NJ$1.22B10Fidelity
C14ENDOWMENT WEALTH MANAGEMENT, INC.
CRD 108652
WI$609.2M12Fidelity