SourcingSourcing
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28 firms
ActiveState: WI×State: SC×State: IN×AUM: $25M-$100M×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
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→
C45OXFORD HARRIMAN HOLDINGS ADV LLC
CRD 340313
IN$0—E*Trade→
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9M—E*Trade→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C42MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
IN$02Raymond James→
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3M—E*Trade→
C40BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
CRD 269982
WI$22.4M—E*Trade→
C40CAPITAL CITIES, LLC
CRD 122916
IN$011E*Trade→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C38PROSPERA FUNDS, INC.
CRD 331765
SC$4.6M1E*Trade→
C35COAST ADVISORY LLC
CRD 340229
WI$01E*Trade→
C35CXI ADVISORS, LLC
CRD 301321
IN$0—E*Trade→
C34BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
CRD 145166
WI$1.3M—E*Trade→
C32FRANCIS LLC
CRD 130687
WI$017E*Trade→
C32TRUEDGE ASSET MANAGEMENT LLC
CRD 323442
IN$03E*Trade→
C31CMG WEALTH ADVISORS LLC
CRD 340600
WI$0—E*Trade→
C30ISECTORS, LLC
CRD 147589
WI$02E*Trade→
C29MINDSET ASSET MANAGEMENT, LLC
CRD 338530
IN$04E*Trade→
C27MATTY AI INC.
CRD 317016
SC$39K1E*Trade→
C26WEALTH INTELLIGENTLY NAVIGATED, LLC
CRD 340998
SC$02E*Trade→
C15NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CRD 2881
WI$050E*Trade→
C13ETF MODEL SOLUTIONS, LLC
CRD 168410
WI$18.1M10E*Trade→