SourcingSourcing
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11 firms
ActiveState: AL×State: SC×State: MI×State: IN×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
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→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C45WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD 309553
MI$93.1M5Charles Schwab→
C44TRP CAPITAL ADVISORS, LLC
CRD 281098
MI$82.5M—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→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→