SourcingSourcing
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15 firms
ActiveState: OR×State: AL×State: VA×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B571787FP INVESTMENT SERVICES, LLC
CRD 328273
VA$9.1M—E*Trade→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
C45TRADERS A.I., INC.
CRD 331700
VA$774K—E*Trade→
C39C4M GLOBAL ADVISORS LLC
CRD 326942
VA$16.3M—E*Trade→
C38HARVEST APP LLC
CRD 338019
VA$01E*Trade→
C34EDWIN T. BURTON, INC.
CRD 293796
VA$0—E*Trade→
C33LEGACY WEALTH ADVISOR LLC
CRD 334697
VA$0—E*Trade→
C32RESPOND.COM, INC.
CRD 321249
VA$0—E*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→
C27CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CRD 340135
OR$06E*Trade→
C22RETIREMENT RESEARCHER, LLC
CRD 297379
VA$02E*Trade→
C20SIMA RETIREMENT SOLUTIONS, LLC
CRD 286030
VA$05E*Trade→
C20ICON FINANCIAL SERVICES LLC
CRD 306816
OR$19.7M3E*Trade→