SourcingSourcing
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51 firms
ActiveState: CT×State: MD×State: FL×State: WI×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A68ZEST CAPITAL LLC
CRD 316889
FL$90.6M—E*Trade→
A67STATETRUST CAPITAL, LLC.
CRD 114052
FL$93.7M2E*Trade→
A66MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
CRD 287547
FL$88.7M—Interactive Brokers→
B64ALPHAQ ADVISORS LLC
CRD 141006
FL$90.6M2Charles Schwab→
B64GREAT NORTHERN ASSET MANAGEMENT, INC.
CRD 166788
FL$73.1M1E*Trade→
B62GALLATIN & COMPANY, LLC
CRD 111984
FL$98.1M1Charles Schwab→
B60CRITERION AFRICA PARTNERS, INC
CRD 291386
MD$85.9M—E*Trade→
B59MUTUAL TRUST ASSET MGMT., INC.
CRD 121364
FL$58.4M5Charles Schwab→
B56CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CRD 154242
FL$90.3M4Charles Schwab→
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade→
B55PARE PARTNERS LLC
CRD 309242
FL$66.9M—E*Trade→
B54CLOCKWISE CAPITAL LLC
CRD 175233
FL$71.5M1Charles Schwab→
B54LION CAPITAL ADVISORS LLC
CRD 305440
FL$94.8M1E*Trade→
B54PROXY WEALTH ADVISORS LLC
CRD 298080
FL$83.3M11Charles Schwab→
B53CENTER LAKE CAPITAL MANAGEMENT, LLC
CRD 174311
FL$77.9M—E*Trade→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
B53GOLDEN EAGLE STRATEGIES, LLC
CRD 169362
FL$50.5M—Pershing→
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7M—E*Trade→
B52OXFORD GATE MANAGEMENT, LLC
CRD 297061
CT$90.9M—U.S. Bank→
B52RVX ASSET MANAGEMENT LLC
CRD 282804
FL$96.8M—E*Trade→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*Trade→
B50ALTON ROAD CAPITAL, LP
CRD 332521
FL$26.6M—E*Trade→
C49AVENTURA CAPITAL MANAGEMENT, LLC
CRD 142478
FL$48.4M4E*Trade→
C49BEQUEST CAPITAL LLC
CRD 334768
FL$39.5M—E*Trade→
C48SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
CRD 138463
FL$90.8M—Charles Schwab→
C48CAPITAL Q MANAGEMENT LLC
CRD 305337
FL$93.4M——→
C47ARIAS RESOURCE CAPITAL MANAGEMENT LP
CRD 155885
FL$90.8M—Northern Trust→
C47STRUCTURE WEALTH PARTNERS LLC
CRD 338538
FL$68.2M1Charles Schwab→
C46PROFIT INVESTMENT MANAGEMENT, LLC
CRD 110294
MD$26.8M—E*Trade→
C46FLATIRON FUND MANAGEMENT LP
CRD 331871
FL$27.3M—Interactive Brokers→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9M—E*Trade→
C44ROUTE 20 PRIVATE WEALTH INC.
CRD 332581
FL$83.5M2Charles Schwab→
C44BLUE MARLIN HOLDCO LLC
CRD 313892
MD$52.7M—E*Trade→
C43MONACHIL CAPITAL PARTNERS LP
CRD 311376
CT$71.7M—JPMorgan→
C41INTER US MANAGEMENT, LLC
CRD 334212
FL$83.4M——→
C41LEATHERBACK ASSET MANAGEMENT, LLC
CRD 310252
FL$35.0M—E*Trade→
C40R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.
CRD 137788
FL$33.6M—Northern Trust→
C40WEBULL ADVISORS LLC
CRD 304881
FL$48.9M12E*Trade→
C40WRIGHT PRIVATE ASSET MANAGEMENT LLC
CRD 139570
CT$74.1M4Charles Schwab→
C38GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC
CRD 326890
FL$45.4M—E*Trade→
C38PROSPECT ENHANCED YIELD MANAGEMENT, LLC
CRD 335748
FL$31.7M—E*Trade→
C38BAYTRUST WEALTH MANAGEMENT, LLC
CRD 338822
FL$97.7M4—→
C38API FINANCIAL ADVISORS, LLC
CRD 304586
FL$84.7M15Charles Schwab→
C37FINIAT, LLC
CRD 329094
FL$25.6M1E*Trade→
C35DMK ADVISOR GROUP, INC.
CRD 41067
FL$84.5M40E*Trade→
C35CANNON GLOBAL INVESTMENT MANAGEMENT, LLC
CRD 301911
FL$92.9M—U.S. Bank→
C33PROSPECT CREDIT REIT ADVISOR, LLC
CRD 331345
FL$42.6M—E*Trade→
C32OXFORD PARK MANAGEMENT, LLC
CRD 324383
CT$71.4M—E*Trade→