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
C44VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591
AZ$165.8M2Fidelity
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
C38PETERSON FINANCIAL GROUP, INC.
CRD 169519
IA$299.2M3Fidelity
C35CLARITY ASSET MANAGEMENT, INC.
CRD 115699
IA$257.4M4Fidelity
C33DYNAMIC FINANCIAL GROUP, LLC
CRD 288763
IA$539.6M3Fidelity
C33OASIS ADVISORS, LLC
CRD 335555
IA$277.7M20Fidelity
C31PRINCIPAL SECURITIES, INC.
CRD 1137
IA$17.02B50Fidelity
C30MARTINSEN WEALTH MANAGEMENT, LLC
CRD 332433
AZ$143.2M8Fidelity
C28WEALTHSPAN PARTNERS, LLC
CRD 297712
IA$451.1M5Fidelity
C28COREPATH WEALTH PARTNERS LLC
CRD 299951
AZ$261.2M5Fidelity
C27STRATEGY FINANCIAL SERVICES, LLC
CRD 164531
AZ$366.7M8Fidelity
C25BALBEC CAPITAL MANAGEMENT LP
CRD 284363
AZ$7.99BU.S. Bank
C17KINGDOM FINANCIAL GROUP, LLC
CRD 155676
AZ$520.9M18Fidelity