SourcingSourcing
Filters5▾
24 firms
ActiveState: GA×State: SC×State: MO×Custodian: BNY Mellon×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial→
B53THE YANKER GROUP, INC.
CRD 281364
MO$296.4M5LPL Financial→
C48PROACTIVE WEALTH STRATEGIES, LLC
CRD 318872
GA$315.8M5LPL Financial→
C48CAPITAL AND PLANNING, LLC
CRD 321104
GA$193.9M3LPL Financial→
C47KRAFT, DAVIS & ASSOCIATES, LLC
CRD 175085
MO$768.5M6LPL Financial→
C43WELLSPRING WEALTH MANAGEMENT LLC
CRD 134834
GA$584.8M5LPL Financial→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C41DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD 118261
MO$585.9M4LPL Financial→
C38GLOBALT INVESTMENTS LLC
CRD 328039
GA$3.02B12LPL Financial→
C36THE JENKINS FINANCIAL GROUP, INC.
CRD 125941
GA$270.1M3LPL Financial→
C35ARCAPITA INVESTMENT MANAGEMENT US INC.
CRD 168148
GA$674.6M—BNY Mellon→
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial→
C31HAMILTON CAPITAL PARTNERS, LLC
CRD 314344
GA$444.0M2LPL Financial→
C30MPWM ADVISORY SOLUTIONS LLC
CRD 169885
GA$326.9M16LPL Financial→
C28MBM WEALTH CONSULTANTS, LLC
CRD 169091
MO$476.7M10LPL Financial→
C28GER LOFTIN WEALTH ADVISORS, LLC
CRD 305359
GA$344.5M6LPL Financial→
C26BENEDICT FINANCIAL ADVISORS, INC.
CRD 116690
GA$529.4M8LPL Financial→
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial→
C25CORNERSTONE WEALTH MANAGEMENT, LLC
CRD 164666
MO$4.93B50LPL Financial→
C25CONVERGENCE FINANCIAL, LLC
CRD 304146
MO$904.0M24LPL Financial→
C23IFG ADVISORY, LLC
CRD 168012
GA$4.76B50LPL Financial→
C21CORE COMPLIANCE GROUP, LLC
CRD 306661
SC$338.4M10LPL Financial→