SourcingSourcing
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5 firms
ActiveState: TN×AUM: $100M-$500M×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James→
B55AGP FRANKLIN, LLC
CRD 331699
TN$247.1M3Raymond James→
C45DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD 286575
TN$144.9M3Raymond James→
C44BELLWETHER INVESTMENT GROUP, LLC
CRD 148114
TN$155.1M6Raymond James→
C41MRWM ADVISORS, LLC
CRD 288944
TN$431.7M3Raymond James→