SourcingSourcing
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4 firms
ActiveState: IA×State: OK×State: FL×AUM: $100M-$500M×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
C41MELODEON CAPITAL PARTNERS, LP
CRD 300896
FL$340.6M—Wells Fargo→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C30DUBIN CLARK & COMPANY, INC
CRD 282733
FL$425.2M—Wells Fargo→
C28AMUNI FINANCIAL, INC.
CRD 8365
FL$194.6M21Wells Fargo→