SourcingSourcing
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18 firms
ActiveState: AL×State: IA×State: MD×AUM: $25M-$100M×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B60CRITERION AFRICA PARTNERS, INC
CRD 291386
MD$85.9M—E*Trade→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
C46PROFIT INVESTMENT MANAGEMENT, LLC
CRD 110294
MD$26.8M—E*Trade→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C44BLUE MARLIN HOLDCO LLC
CRD 313892
MD$52.7M—E*Trade→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade→
C34WILLIAMS & ASSOCIATES, INC.
CRD 338196
MD$06LPL Financial→
C31ADAMS FUNDS ADVISERS, LLC
CRD 226613
MD$0—E*Trade→
C31MM ADVISORS, LLC
CRD 337688
AL$0—E*Trade→
C31NAVIGATE PRIVATE FUND ADVISORS LLC
CRD 313687
AL$03E*Trade→
C30LYONS VIEW CAPITAL, LLC
CRD 324582
AL$02E*Trade→
C27ALPHABIT INVESTMENTS, LLC
CRD 334827
IA$7.7M2E*Trade→
C25FBL WEALTH MANAGEMENT, LLC
CRD 291396
IA$9.2M50E*Trade→
C25NEA MEMBER BENEFITS
CRD 138196
MD$02E*Trade→
C24INSTITUTIONAL SHAREHOLDER SERVICES INC.
CRD 111940
MD$0—E*Trade→
C19SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
CRD 106747
IA$0—E*Trade→