SourcingSourcing
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8 firms
ActiveState: TN×State: IL×State: TX×Custodian: Altruist×Custodian: Equity Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
C49JOSEPH ADVISORY SERVICES, LLC
CRD 324475
TX$170.9M—Equity Trust→
C42TRINITY INVESTORS FUND ADVISORS, LLC
CRD 314603
TX$606.6M2Equity Trust→
C39PERMANENT CAPITAL MANAGEMENT, LP
CRD 328318
IL$768.9M1Equity Trust→
C38WINNOW WEALTH, LLC
CRD 317181
TX$145.0M5Altruist→
C37PECUSAVVY FINANCIAL, LLC
CRD 339768
TX$9.1M1Altruist→
C27CROWDSTREET ADVISORS, LLC
CRD 299176
TX$231.9M2Equity Trust→
C23BRINDLE & BAY FINANCIAL ADVISORS, LLC
CRD 291747
TX$184.8M3Altruist→
C16FLETCHER WEALTH MANAGEMENT, INC.
CRD 322877
TN—1Altruist→