SourcingSourcing
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12 firms
ActiveState: UT×State: CT×State: IN×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade→
B52OXFORD GATE MANAGEMENT, LLC
CRD 297061
CT$90.9M—U.S. Bank→
C44PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
UT$58.2M5Charles Schwab→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C43MONACHIL CAPITAL PARTNERS LP
CRD 311376
CT$71.7M—JPMorgan→
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3M—E*Trade→
C40WRIGHT PRIVATE ASSET MANAGEMENT LLC
CRD 139570
CT$74.1M4Charles Schwab→
C38SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580
UT$94.7M9—→
C32OXFORD PARK MANAGEMENT, LLC
CRD 324383
CT$71.4M—E*Trade→
C29GRAYSCALE ADVISORS, LLC
CRD 314868
CT$60.6M14State Street→