ScoreFirmStateAUMAdvisorsCustodian
A70ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809
AZ$240.2M1E*Trade
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity
B64SARATOGA CAPITAL MANAGEMENT, LLC
CRD 112021
AZ$138.8M1E*Trade
B63BASELINE PARTNERS LLC
CRD 301762
AZ$75.3ME*Trade
B63FINANCIAL LIFE PLANNERS LLC
CRD 129415
AZ$208.4M4Fidelity
B61PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
AZ$301.0M2Fidelity
B57RESQ INVESTMENT PARTNERS, LLC
CRD 169528
AZ$65.8ME*Trade
B57PRAVATI CAPITAL LLC
CRD 300435
AZ$173.7ME*Trade
B53PROSPER PRIVATE WEALTH, LLC
CRD 333708
AZ$150.8M2E*Trade
B53GREENBERG FINANCIAL GROUP
CRD 38747
AZ$406.9M6E*Trade
B52COLE WEALTH MANAGEMENT, LLC
CRD 134509
AZ$181.1M4E*Trade
B52STABLEFORD CAPITAL LLC
CRD 173383
AZ$305.3M4E*Trade
B51BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD 13609
IA$906.4M50E*Trade
B51HARMONY ASSET MANAGEMENT LLC
CRD 116069
AZ$462.5M7E*Trade
C50FINANCIAL DIRECTIONS LLC
CRD 108475
AZ$737.8M3Fidelity
C49XCELLERANT VENTURES, LLC
CRD 319671
AZ$26.0ME*Trade
C47PLAN2THRIVE FINANCIAL, LLC
CRD 317005
IA$147.5M3E*Trade
C47ACCORDANT INVESTMENTS LLC
CRD 325678
AZ$186.4M3E*Trade
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade
C44VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591
AZ$165.8M2Fidelity
C43CAPITAL WEST PARTNERS, LLC
CRD 130762
AZ$300.0M2E*Trade
C43LGM CAPITAL MANAGEMENT LLC
CRD 283872
AZ$14.9ME*Trade
C42STRATEGIC EQUITY MANAGEMENT, INC.
CRD 112142
AZ$933.5M9E*Trade
C42BALLAST CAPITAL ADVISORS LLC
CRD 282369
IA$328.7M3E*Trade
C41CLARUS WEALTH ADVISORS, LLC
CRD 281160
AZ$305.2M12E*Trade
C41TREASURE INVESTMENT MANAGEMENT, LLC
CRD 309258
AZ$252.7ME*Trade
C40TEMPLETON FINANCIAL SERVICES INC.
CRD 128240
AZ$441.8M3E*Trade
C40INTERWEALTH MANAGEMENT, LLC
CRD 155597
AZ$298.0M5Fidelity
C39WISE WEALTH PARTNERS, LLC
CRD 311639
AZ$153.5M2Fidelity
C39AEGON USA REALTY ADVISORS, LLC
CRD 286438
IA$394.5ME*Trade
C39MPI INFINITE INVESTORS, LLC
CRD 337830
AZ$01E*Trade
C39BAYNTREE WEALTH ADVISORS, LLC
CRD 226708
AZ$241.1M6Fidelity
C38SECURE INVESTMENT MANAGEMENT, LLC
CRD 141195
AZ$42.9M21Fidelity
C38DMKC ADVISORY SERVICES, LLC
CRD 145112
IA$902.5M11E*Trade
C38TRINITY CAPITAL ADVISER LLC
CRD 326133
AZ$157.6ME*Trade
C38PETERSON FINANCIAL GROUP, INC.
CRD 169519
IA$299.2M3Fidelity
C37IDX ADVISORS, LLC
CRD 299658
AZ$128.1M1E*Trade
C37BLAKELY WALTERS WEALTH MANAGEMENT LLC
CRD 324410
AZ$173.7M5E*Trade
C36ALKEME INVESTMENTS LLC
CRD 332434
AZ$0E*Trade
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade
C35CLARITY ASSET MANAGEMENT, INC.
CRD 115699
IA$257.4M4Fidelity
C35FAMILY OFFICE INVESTMENT ADVISORY LLC
CRD 339607
AZ$0E*Trade
C35SMEAD CAPITAL MANAGEMENT, INC.
CRD 143567
AZ$5.52B6E*Trade
C34VAN METER ASSOCIATES, LLC
CRD 134191
IA2E*Trade
C33DYNAMIC FINANCIAL GROUP, LLC
CRD 288763
IA$539.6M3Fidelity
C33OASIS ADVISORS, LLC
CRD 335555
IA$277.7M20Fidelity
C31ESTANCIA CAPITAL MANAGEMENT, LLC
CRD 166478
AZ$908.0ME*Trade
C31PRINCIPAL SECURITIES, INC.
CRD 1137
IA$17.02B50Fidelity
C31BILI FINANCE, LLC
CRD 339828
AZ$0E*Trade
C31DES MOINES INVESTMENTS, LLC
CRD 146322
IA$246.0M3E*Trade