SourcingSourcing
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13 firms
ActiveState: CT×State: MD×State: MI×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
B60CRITERION AFRICA PARTNERS, INC
CRD 291386
MD$85.9M—E*Trade→
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
B52OXFORD GATE MANAGEMENT, LLC
CRD 297061
CT$90.9M—U.S. Bank→
C46PROFIT INVESTMENT MANAGEMENT, LLC
CRD 110294
MD$26.8M—E*Trade→
C45WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD 309553
MI$93.1M5Charles Schwab→
C44BLUE MARLIN HOLDCO LLC
CRD 313892
MD$52.7M—E*Trade→
C44TRP CAPITAL ADVISORS, LLC
CRD 281098
MI$82.5M—E*Trade→
C43MONACHIL CAPITAL PARTNERS LP
CRD 311376
CT$71.7M—JPMorgan→
C40WRIGHT PRIVATE ASSET MANAGEMENT LLC
CRD 139570
CT$74.1M4Charles Schwab→
C32OXFORD PARK MANAGEMENT, LLC
CRD 324383
CT$71.4M—E*Trade→
C29GRAYSCALE ADVISORS, LLC
CRD 314868
CT$60.6M14State Street→