SourcingSourcing
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13 firms
ActiveState: WI×State: SC×State: OR×State: NC×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade→
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0M—Pershing→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7M—E*Trade→
B53VARIANT PERCEPTION, LLC
CRD 334510
NC$31.9M1E*Trade→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*Trade→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9M—E*Trade→
C40OBP CAPITAL LLC
CRD 167619
NC$78.5M—E*Trade→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C29SLP WEALTH LLC
CRD 325631
NC$63.7M15Altruist→