SourcingSourcing
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23 firms
ActiveState: SC×State: KS×State: MA×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade→
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B60SEAPORT GLOBAL ADVISORS, LLC
CRD 154287
MA$46.3M1E*Trade→
B58MAP FUNDS MANAGEMENT, LLC
CRD 165979
MA$25.8M—E*Trade→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B52EMERY PARTNERS, LLC
CRD 336787
MA$78.4M2E*Trade→
B52DISCIPLINED ALPHA LLC
CRD 167254
MA$36.9M—Charles Schwab→
B51EASTWARD CAPITAL PARTNERS, LLC
CRD 161422
MA$96.0M—E*Trade→
C50ABRY PARTNERS, LLC
CRD 161153
MA$69.3M—E*Trade→
C509 STREAM CAPITAL PARTNERS LLC
CRD 340394
KS$73.9M—Goldman Sachs→
C49WINTHROP CAPITAL ADVISORS, LLC
CRD 289487
MA$82.4M—JPMorgan→
C49M3SIXTY CAPITAL, LLC
CRD 323764
KS$28.7M3E*Trade→
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial→
C47USA MUTUALS ADVISORS, INC.
CRD 131750
MA$73.7M1E*Trade→
C47RNC RIA LLC
CRD 336740
MA$50.6M13Charles 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→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C35ALLOS INVESTMENT ADVISORS, LLC
CRD 155541
KS$73.6M10Charles Schwab→
C29SAVVI FINANCIAL LLC
CRD 169196
MA$44.7M6Charles Schwab→