SourcingSourcing
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7 firms
ActiveState: IA×State: OR×State: NY×AUM: $100M-$500M×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James→
C47COLLINS ADVISORS, LLC
CRD 129270
NY$176.4M2Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C40QUANTUM PORTFOLIO MANAGEMENT, LLC
CRD 326280
NY$339.6M6Raymond James→
C39WINTHROP PARTNERS - WNY, LLC
CRD 282100
NY$186.2M4Raymond James→
C22INDEX TECHNOLOGIES GROUP LLC
CRD 327771
NY$178.3M7Raymond James→