ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo
B58REVO FINANCIAL, LLC
CRD 172646
OK$135.4M2Fidelity
B53BISON CAPITAL ADVISORS, LLC
CRD 306471
OK$250.0M2Fidelity
B52INVESTRUST CONSULTING, LLC
CRD 108037
OK$588.2M7Fidelity
C46TOM JOHNSON INVESTMENT MANAGEMENT, LLC
CRD 104511
OK$1.63B6Fidelity
C46HUGHES WARREN, INC.
CRD 145570
OK$220.5M2Fidelity
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9MFidelity
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo
C41STEADMONT ADVISORS, LLC
CRD 328882
AL$430.7M4Fidelity
C39ALLEGIANT WEALTH ADVISORS, LLC
CRD 330239
OK$1.17B2Fidelity
C39LONGVIEW FINANCIAL ADVISORS, INC.
CRD 122451
AL$208.2M3Fidelity
C38PETERSON FINANCIAL GROUP, INC.
CRD 169519
IA$299.2M3Fidelity
C37FAIRVOY PRIVATE WEALTH, LLC
CRD 329636
AL$605.1M6Fidelity
C36SOUTHERN FINANCIAL GROUP, LLC
CRD 142644
AL$1.05B3Fidelity
C35CLARITY ASSET MANAGEMENT, INC.
CRD 115699
IA$257.4M4Fidelity
C35CE INVESTMENT MANAGEMENT, LLC
CRD 299786
OK$5.91BFidelity
C35STRAUSS WEALTH ADVISING, INC.
CRD 310512
AL$276.0M3Fidelity
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo
C34MARBLE WEALTH, LLC
CRD 335291
AL$1.05B5Fidelity
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
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01BWells Fargo
C28WEALTHSPAN PARTNERS, LLC
CRD 297712
IA$451.1M5Fidelity
C28GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD 122328
OK$1.35B18Fidelity
C27EVERPAR ADVISORS LLC
CRD 326468
OK$587.8M9Fidelity
C26MELD FINANCIAL, INC.
CRD 118896
AL$776.4M10Fidelity
C26CADENT CAPITAL ADVISORS, LLC
CRD 169704
OK$785.8M11Fidelity
C24KEEL POINT, LLC
CRD 127902
AL$3.46B47Fidelity
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65BWells Fargo