ScoreFirmStateAUMAdvisorsCustodian
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1MFidelity
B63FINANCIAL LIFE PLANNERS LLC
CRD 129415
AZ$208.4M4Fidelity
B61PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
AZ$301.0M2Fidelity
B50MISSION VALUE PARTNERS, LLC
CRD 153704
TN$303.2MState Street
C50FINANCIAL DIRECTIONS LLC
CRD 108475
AZ$737.8M3Fidelity
C48PHAROS CAPITAL GROUP, LLC
CRD 158849
TN$629.6MFidelity
C48ANCHOR HEALTH CAPITAL, LLC
CRD 309949
TN$166.0MFidelity
C45BENEFIT FIDUCIARY GROUP LLC
CRD 291252
VA$529.4M2Fidelity
C45TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD 149101
TN$314.2MFidelity
C44SENTINEL WEALTH MANAGEMENT, INC.
CRD 122235
VA$388.8M2Fidelity
C44VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591
AZ$165.8M2Fidelity
C43ASPECT PARTNERS, LLC
CRD 307273
VA$418.2M5Fidelity
C42B. RILEY WEALTH ADVISORS, INC.
CRD 115927
TN$4.21B50Fidelity
C41DUDLEY CAPITAL MANAGEMENT LLC
CRD 282958
VA$291.7M2Fidelity
C414J WEALTH MANAGEMENT, LLC
CRD 297268
VA$348.1M4Fidelity
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
C38THE EDGAR LOMAX COMPANY
CRD 105444
VA$1.42BState Street
C38SILVERLEAFE CAPITAL PARTNERS, LLC
CRD 133174
TN$449.2M6Fidelity
C36THE HOERNER PLANNING GROUP, LLC
CRD 139464
VA$1.65B4Fidelity
C36CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC
CRD 293020
VA$745.1M4Fidelity
C36ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
CRD 313195
TN$272.4M5Fidelity
C35ALLIANCEBERNSTEIN L.P.
CRD 108477
TN$763.40B50State Street
C33AM INVESTMENT STRATEGIES, LLC
CRD 165823
TN$738.4M2Fidelity
C32WOLF RIVER CAPITAL MANAGEMENT, LLC
CRD 149038
TN$328.7MFidelity
C32HALL RETIREMENT PLANNING SERVICES, LLC
CRD 289847
TN$246.0M2Fidelity
C30PYA WALTMAN CAPITAL, LLC
CRD 137283
TN$1.01B9Fidelity
C30MARTINSEN WEALTH MANAGEMENT, LLC
CRD 332433
AZ$143.2M8Fidelity
C30SOUTHERN CAPITAL ADVISORS, LLC
CRD 292275
TN$636.9M6Fidelity
C29VARIANT PRIVATE WEALTH LLC
CRD 288011
VA$267.5M3Fidelity
C29HOMESTEAD ADVISERS CORP.
CRD 109845
VA$7.45B10State Street
C28ACTIV8 FAMILY OFFICE LLC
CRD 337753
VA$1.54B10Fidelity
C28COREPATH WEALTH PARTNERS LLC
CRD 299951
AZ$261.2M5Fidelity
C27STRATEGY FINANCIAL SERVICES, LLC
CRD 164531
AZ$366.7M8Fidelity
C26KFA PRIVATE WEALTH GROUP, LLC
CRD 281678
VA$830.0M11Fidelity
C24CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC
CRD 311296
VA$29.35BFidelity
C23RATHER & KITTRELL, INC.
CRD 114885
TN$2.25B18Fidelity
C22TBH GLOBAL ASSET MANAGEMENT, LLC
CRD 145536
TN$1.48B13Fidelity
C21ADVISORS FINANCIAL, INC.
CRD 144837
VA$321.2M6Fidelity
C19QUANTITATIVE INVESTMENT MANAGEMENT, LLC
CRD 156869
VA$1.67BState Street
C19GAVION, LLC
CRD 167807
TNFidelity
C18PAGNATOKARP PARTNERS, LLC
CRD 282298
VAFidelity
C17KINGDOM FINANCIAL GROUP, LLC
CRD 155676
AZ$520.9M18Fidelity
C14RETIREMENT FINANCIAL SOLUTIONS, LLC
CRD 285347
TN$361.7M14Fidelity
C11BEACON CAPITAL MANAGEMENT, LLC
CRD 156228
TN$1.27B17Fidelity