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13 firms
ActiveState: KS×State: UT×State: WI×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7M—E*Trade→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*Trade→
C509 STREAM CAPITAL PARTNERS LLC
CRD 340394
KS$73.9M—Goldman Sachs→
C49M3SIXTY CAPITAL, LLC
CRD 323764
KS$28.7M3E*Trade→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2M—U.S. Bank→
C44CENTRALIS CAPITAL LLC
CRD 305897
KS$60.3M—E*Trade→
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9M—E*Trade→
C44PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
UT$58.2M5Charles Schwab→
C38SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580
UT$94.7M9—→
C35ALLOS INVESTMENT ADVISORS, LLC
CRD 155541
KS$73.6M10Charles Schwab→