SourcingSourcing
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11 firms
ActiveState: MI×State: SC×State: WA×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B60BRUESKE ADVISORY SERVICES, LLC
CRD 300689
WA$35.8M4E*Trade→
B57P3 ASSET MANAGEMENT, LLC
CRD 327327
WA$40.3M—E*Trade→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
C45WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD 309553
MI$93.1M5Charles Schwab→
C44TRP CAPITAL ADVISORS, LLC
CRD 281098
MI$82.5M—E*Trade→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C34AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.
CRD 110117
WA$41.3M5E*Trade→
C32VITA PLANNING GROUP LLC
CRD 312323
WA$83.7M3Charles Schwab→