SourcingSourcing
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12 firms
ActiveState: CT×State: SC×State: MO×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B56BUILD ASSET MANAGEMENT, LLC
CRD 298354
MO$64.6M3Charles 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→
C45CQL CAPITAL MANAGEMENT
CRD 319557
MO$27.4M—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→
C28UMB PRIVATE WEALTH MANAGEMENT, LLC
CRD 306374
MO$68.4M43Fidelity→