SourcingSourcing
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3 firms
ActiveState: WA×State: IA×AUM: $100M-$500M×Custodian: Raymond James×Custodian: BNY Mellon×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C39SILVER CREEK CAPITAL MANAGEMENT LLC
CRD 122966
WA$122.5M—BNY Mellon→