SourcingSourcing
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12 firms
ActiveState: OR×State: AL×State: IN×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
C45OXFORD HARRIMAN HOLDINGS ADV LLC
CRD 340313
IN$0—E*Trade→
C42MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
IN$02Raymond James→
C40CAPITAL CITIES, LLC
CRD 122916
IN$011E*Trade→
C35CXI ADVISORS, LLC
CRD 301321
IN$0—E*Trade→
C32TRUEDGE ASSET MANAGEMENT LLC
CRD 323442
IN$03E*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→
C29MINDSET ASSET MANAGEMENT, LLC
CRD 338530
IN$04E*Trade→
C27CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CRD 340135
OR$06E*Trade→
C20ICON FINANCIAL SERVICES LLC
CRD 306816
OR$19.7M3E*Trade→