SourcingSourcing
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10 firms
ActiveState: AL×State: IA×State: IN×State: MD×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B60CRITERION AFRICA PARTNERS, INC
CRD 291386
MD$85.9M—E*Trade→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles 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→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3M—E*Trade→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade→