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
B54ARCHON CAPITAL MANAGEMENT LLC
CRD 130499
WA$214.6M3Fidelity
C50FINANCIAL DIRECTIONS LLC
CRD 108475
AZ$737.8M3Fidelity
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47BFidelity
C44SAGE ADVISORS, LLC
CRD 301328
WA$575.1M4Fidelity
C44VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591
AZ$165.8M2Fidelity
C42BASECAMP WEALTH ADVISORS, LLC
CRD 334018
WA$1.08B4Fidelity
C41RAINIER FAMILY WEALTH, INC.
CRD 332062
WA$331.5M3Fidelity
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
C36THE RETIREMENT SOLUTION LLC
CRD 148106
WA$699.4M17Fidelity
C33BRIGHTON JONES LLC
CRD 108601
WA$18.88B50Fidelity
C30MARTINSEN WEALTH MANAGEMENT, LLC
CRD 332433
AZ$143.2M8Fidelity
C29PARKER FINANCIAL LLC
CRD 144293
WA$272.0M4Fidelity
C28COREPATH WEALTH PARTNERS LLC
CRD 299951
AZ$261.2M5Fidelity
C27180 WEALTH ADVISORS, LLC
CRD 284921
WA$1.36B3Fidelity
C27STRATEGY FINANCIAL SERVICES, LLC
CRD 164531
AZ$366.7M8Fidelity
C25PARCION PRIVATE WEALTH LLC
CRD 305115
WA$2.95B15Fidelity
C25BALBEC CAPITAL MANAGEMENT LP
CRD 284363
AZ$7.99BU.S. Bank
C24ALETHEIAN WEALTH ADVISORS LLC
CRD 304623
WA$412.5M5Fidelity
C19CONSILIO WEALTH ADVISORS, LLC
CRD 314466
WA$555.8M7Fidelity
C17KINGDOM FINANCIAL GROUP, LLC
CRD 155676
AZ$520.9M18Fidelity
C16FORTIS CAPITAL MANAGEMENT LLC
CRD 172198
WA$1.16B16Fidelity