SourcingSourcing
Filters5▾
12 firms
ActiveState: SC×State: MD×State: WI×Custodian: BNY Mellon×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo→
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo→
C48CHAPIN DAVIS, INC
CRD 28116
MD$642.8M25Wells Fargo→
C47GEF MANAGEMENT CORPORATION
CRD 107208
MD$116.0M—Wells Fargo→
C46CUSHING CAPITAL PARTNERS, LLC
CRD 313497
WI$274.7M2Wells Fargo→
C44CROMWELL INVESTMENT ADVISORS, LLC
CRD 314411
MD$368.9M—BNY Mellon→
C41BKM WEALTH MANAGEMENT, LLC
CRD 323928
WI$651.8M6Wells Fargo→
C31REALTERM TRANSPORTATION LLC
CRD 322689
MD$10.87B—BNY Mellon→
C30LOMBARD ADVISERS INCORPORATED
CRD 108231
MD$669.8M32Wells Fargo→
C27T. ROWE PRICE (CANADA) INC.
CRD 107290
MD$6.55B4BNY Mellon→
C25ENLIGHTENMENT CAPITAL, LLC
CRD 166422
MD$2.12B—Wells Fargo→
C8ROTUNDA CAPITAL PARTNERS, LLC
CRD 290282
MD$1.61B—Wells Fargo→