SourcingSourcing
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13 firms
ActiveState: WI×AUM: $25M-$100M×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7M—E*Trade→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*Trade→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9M—E*Trade→
C40BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
CRD 269982
WI$22.4M—E*Trade→
C35COAST ADVISORY LLC
CRD 340229
WI$01E*Trade→
C34BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
CRD 145166
WI$1.3M—E*Trade→
C32FRANCIS LLC
CRD 130687
WI$017E*Trade→
C31CMG WEALTH ADVISORS LLC
CRD 340600
WI$0—E*Trade→
C30ISECTORS, LLC
CRD 147589
WI$02E*Trade→
C15NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CRD 2881
WI$050E*Trade→
C13ETF MODEL SOLUTIONS, LLC
CRD 168410
WI$18.1M10E*Trade→