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10 firms
ActiveState: SC×State: IA×State: TN×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab→
B51PLANROCK INVESTMENT MANAGEMENT, LLC
CRD 304803
TN$71.0M5E*Trade→
C49B. RILEY WEALTH PRIVATE SHARES, LLC
CRD 315851
TN$47.6M3E*Trade→
C47TRUEHAVEN CAPITAL, LLC
CRD 332005
TN$62.3M2Charles Schwab→
C43MALT PARTNERS MANAGEMENT LLC
CRD 337855
TN$36.3M—E*Trade→
C41WORTHINGTON CAPITAL MANAGEMENT, LLC
CRD 305391
TN$41.2M—U.S. Bank→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade→