Sourcing · RIA Acquisition

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AUM

$100M-$500M7,192 $1B+5,390 $500M-$1B2,435 <$25M988 $25M-$100M774

State (top 30)

NY2,652 CA1,998 TX1,126 FL1,113 IL704 MA652 PA566 CT511 OH402 NJ397 CO379 GA338 VA313 NC311 MI306 WA289 MN286 MD243 TN225 AZ217 WI200 MO197 OR166 IN158 UT152 KS136 SC117 OK93 AL91 IA90

Custodian

Charles Schwab6,086 E*Trade5,618 JPMorgan891 Fidelity881 Pershing568 Goldman Sachs548 Morgan Stanley361 State Street315 LPL Financial310 Raymond James290 Wells Fargo219 Northern Trust213 BNY Mellon207 U.S. Bank191 Folio Institutional94 Interactive Brokers92 Altruist81 Equity Trust17 Shareholders Service Group10 Axos Advisor Services5 Apex Clearing5 Millennium Trust4 Hilltop Securities4

1 firms

ActiveState: SC×State: WI×State: OH×Custodian: BNY Mellon×clear all

Score	Firm	State	AUM	Advisors	Custodian
C27	CM WEALTH ADVISORS LLC CRD 119467	OH	$3.60B	5	BNY Mellon→