SourcingSourcing
Filters5▾
11 firms
ActiveState: VA×State: TN×State: OK×Custodian: Altruist×Custodian: State Street×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist→
B50MISSION VALUE PARTNERS, LLC
CRD 153704
TN$303.2M—State Street→
C39STURMAN WEALTH ADVISORS, LLC
CRD 331560
VA$116.4M2Altruist→
C38THE EDGAR LOMAX COMPANY
CRD 105444
VA$1.42B—State Street→
C35ALLIANCEBERNSTEIN L.P.
CRD 108477
TN$763.40B50State Street→
C29HOMESTEAD ADVISERS CORP.
CRD 109845
VA$7.45B10State Street→
C24EVOLUTION ADVISERS, INC.
CRD 149615
VA$337.2M5Altruist→
C22RANGE ADVISORY, LLC
CRD 321969
VA$653.9M33Altruist→
C19QUANTITATIVE INVESTMENT MANAGEMENT, LLC
CRD 156869
VA$1.67B—State Street→
C16FLETCHER WEALTH MANAGEMENT, INC.
CRD 322877
TN—1Altruist→
C16FLATLANDS WEALTH LLC
CRD 338529
OK—1Altruist→