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12 firms
ActiveState: CT×State: SC×State: MI×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→
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B52OXFORD GATE MANAGEMENT, LLC
CRD 297061
CT$90.9M—U.S. Bank→
C45WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD 309553
MI$93.1M5Charles Schwab→
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→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C32OXFORD PARK MANAGEMENT, LLC
CRD 324383
CT$71.4M—E*Trade→
C29GRAYSCALE ADVISORS, LLC
CRD 314868
CT$60.6M14State Street→