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182 firms
ActiveState: WI×State: IN×State: MN×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street→
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade→
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab→
B52PALISADE ASSET MANAGEMENT, LLC
CRD 136089
MN$1.27B7Charles Schwab→
B50CAPITAL MANAGEMENT ASSOCIATES INC
CRD 105010
MN$1.88B15Charles Schwab→
B50ADVISORNET FINANCIAL, INC.
CRD 113074
MN$3.15B50Charles Schwab→
C48MURRAY FINANCIAL GROUP, LLC
CRD 157626
MN$1.55B12Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C47MARKS GROUP WEALTH MANAGEMENT, INC.
CRD 148679
MN$2.02B9Charles Schwab→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C45PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CRD 117962
MN$2.03B17Charles Schwab→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C44SNS FINANCIAL GROUP, LLC
CRD 152667
MN$1.64B25Charles Schwab→
C44GOLDSTEIN ADVISORS, LLC
CRD 323125
WI$1.08B10Charles Schwab→
C43NEXT CENTURY GROWTH INVESTORS LLC
CRD 108978
MN$1.52B6E*Trade→
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial→
C43CARVAL CLO MANAGEMENT LLC
CRD 298135
MN$7.30B—Northern Trust→
C42MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
CRD 129963
MN$1.10B3Charles Schwab→
C42BPS CAPITAL MANAGEMENT, INC.
CRD 120006
MN$3.10B3E*Trade→
C42GALLIARD CAPITAL MANAGEMENT, LLC
CRD 106487
MN$80.27B—State Street→
C42EFS ADVISORS LLC
CRD 115211
MN$2.40B48Charles Schwab→
C41THOMPSON INVESTMENT MANAGEMENT, INC.
CRD 129609
WI$3.08B8Charles Schwab→
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab→
C41FIDUCIARY MANAGEMENT, INC.
CRD 109149
WI$11.36B—Charles Schwab→
C40HEARTLAND ADVISORS, INC.
CRD 29433
WI$1.92B15Charles Schwab→
C40HARBOUR INVESTMENTS, INC.
CRD 19258
WI$9.60B50E*Trade→
C39SIT INVESTMENT ASSOCIATES, INC
CRD 105725
MN$3.54B—E*Trade→
C39GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429
IN$2.70B2E*Trade→
C39ADVANCED CAPITAL GROUP, INC.
CRD 109673
MN$29.99B4Charles Schwab→
C39RIVERBRIDGE PARTNERS LLC
CRD 108074
MN$5.03B13Charles Schwab→
C38THE LEUTHOLD GROUP, LLC
CRD 105826
MN$1.17B6Charles Schwab→
C37BLACK LAKE INVESTMENTS LLC
CRD 334605
MN$1.19B—E*Trade→
C37ELLENBECKER INVESTMENT GROUP, INC.
CRD 173851
WI$2.06B19Charles Schwab→
C37WINSLOW CAPITAL MANAGEMENT LLC
CRD 106940
MN$28.66B1Northern Trust→
C37FORM WEALTH ADVISORS, LLC
CRD 326519
WI$1.06B8Raymond James→
C37NICHOLAS CO INC
CRD 108347
WI$6.08B1Charles Schwab→
C37DIVERSIFIED MANAGEMENT INC
CRD 106680
WI$1.87B6Charles Schwab→
C36HECK CAPITAL ADVISORS, LLC
CRD 143848
WI$11.31B20E*Trade→
C36DISCIPLINED GROWTH INVESTORS INC
CRD 106746
MN$5.48B3Fidelity→
C36PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
CRD 330050
MN$1.07B10E*Trade→
C35PROCOURSE FIDUCIARY ADVISORS, LLC
CRD 164328
IN$5.49B4Fidelity→
C35SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CRD 288623
IN$6.18B26E*Trade→
C35GOELZER INVESTMENT MANAGEMENT, INC.
CRD 44402
IN$4.51B23E*Trade→
C34CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032
IN$2.94B50Charles Schwab→
C34GREAT WATERS WEALTH MANAGEMENT
CRD 308215
MN$1.24B23Charles Schwab→
C34DEERFIELD FINANCIAL ADVISORS, INC.
CRD 104964
IN$1.18B6Charles Schwab→
C34STAIRWAY PARTNERS, LLC
CRD 133157
MN$2.36B4Pershing→
C34SENTRY INVESTMENT MANAGEMENT, L.L.C.
CRD 105176
WI$1.43B—E*Trade→
C34LJI WEALTH MANAGEMENT, LLC
CRD 145399
IN$1.37B13E*Trade→
C34THURSTON SPRINGER ADVISORS, LLC
CRD 299201
IN$3.68B50E*Trade→