SourcingSourcing
Filters5▾
6 firms
ActiveState: SC×State: MD×Custodian: BNY Mellon×Custodian: Interactive Brokers×Custodian: Folio Institutional×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
C44CROMWELL INVESTMENT ADVISORS, LLC
CRD 314411
MD$368.9M—BNY Mellon→
C35BIREME CAPITAL, LLC
CRD 283224
MD$196.9M3Interactive Brokers→
C31REALTERM TRANSPORTATION LLC
CRD 322689
MD$10.87B—BNY Mellon→
C27T. ROWE PRICE (CANADA) INC.
CRD 107290
MD$6.55B4BNY Mellon→
C14KLUZ VENTURES
CRD 292197
MD——Interactive Brokers→