SourcingSourcing
Filters3▾
11 firms
ActiveState: SC×State: WI×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
C40BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
CRD 269982
WI$22.4M—E*Trade→
C38PROSPERA FUNDS, INC.
CRD 331765
SC$4.6M1E*Trade→
C35COAST ADVISORY LLC
CRD 340229
WI$01E*Trade→
C34BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
CRD 145166
WI$1.3M—E*Trade→
C32FRANCIS LLC
CRD 130687
WI$017E*Trade→
C31CMG WEALTH ADVISORS LLC
CRD 340600
WI$0—E*Trade→
C30ISECTORS, LLC
CRD 147589
WI$02E*Trade→
C27MATTY AI INC.
CRD 317016
SC$39K1E*Trade→
C26WEALTH INTELLIGENTLY NAVIGATED, LLC
CRD 340998
SC$02E*Trade→
C15NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CRD 2881
WI$050E*Trade→
C13ETF MODEL SOLUTIONS, LLC
CRD 168410
WI$18.1M10E*Trade→