SourcingSourcing
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11 firms
ActiveState: AL×State: IN×State: TN×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab→
B51PLANROCK INVESTMENT MANAGEMENT, LLC
CRD 304803
TN$71.0M5E*Trade→
C49B. RILEY WEALTH PRIVATE SHARES, LLC
CRD 315851
TN$47.6M3E*Trade→
C47TRUEHAVEN CAPITAL, LLC
CRD 332005
TN$62.3M2Charles Schwab→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C43MALT PARTNERS MANAGEMENT LLC
CRD 337855
TN$36.3M—E*Trade→
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3M—E*Trade→
C41WORTHINGTON CAPITAL MANAGEMENT, LLC
CRD 305391
TN$41.2M—U.S. Bank→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→