SourcingSourcing
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10 firms
ActiveState: AL×State: OR×State: UT×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
C41CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747
UT$5.8M6Charles Schwab→
C39COLAB CAPITAL, LLC
CRD 338182
UT$1.4M1Charles Schwab→
C37TANARA WEALTH MANAGEMENT LLC
CRD 340174
UT$06E*Trade→
C31MM ADVISORS, LLC
CRD 337688
AL$0—E*Trade→
C31NAVIGATE PRIVATE FUND ADVISORS LLC
CRD 313687
AL$03E*Trade→
C30LYONS VIEW CAPITAL, LLC
CRD 324582
AL$02E*Trade→
C29SANDLOT PRIVATE WEALTH LLC
CRD 335925
UT$305K2E*Trade→
C27CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CRD 340135
OR$06E*Trade→
C20ICON FINANCIAL SERVICES LLC
CRD 306816
OR$19.7M3E*Trade→