SourcingSourcing
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12 firms
ActiveState: WI×State: IN×State: MD×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
B60CRITERION AFRICA PARTNERS, INC
CRD 291386
MD$85.9M—E*Trade→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
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→
C46PROFIT INVESTMENT MANAGEMENT, LLC
CRD 110294
MD$26.8M—E*Trade→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9M—E*Trade→
C44BLUE MARLIN HOLDCO LLC
CRD 313892
MD$52.7M—E*Trade→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3M—E*Trade→