SourcingSourcing
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11 firms
ActiveState: WI×Custodian: Fidelity×Custodian: Folio Institutional×Custodian: JPMorgan×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity→
C48RAMIAH INVESTMENT GROUP, INC.
CRD 130919
WI$283.3M4Pershing→
C45NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179
WI$173.5M3Fidelity→
C28LEVERTY FINANCIAL GROUP, LLC
CRD 310258
WI$676.8M6Pershing→
C27MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD 112995
WI$649.3M16Fidelity→
C26KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787
WI$1.16B13Fidelity→
C25AVAII WEALTH MANAGEMENT, LLC
CRD 298165
WI$602.8M9Fidelity→
C23ORGEL WEALTH MANAGEMENT, LLC
CRD 168219
WI$9.55B30Pershing→
C22ARTISAN PARTNERS LIMITED PARTNERSHIP
CRD 150114
WI$183.62B—JPMorgan→
C20ESTATE COUNSELORS, LLC
CRD 123452
WI$1.35B7Fidelity→
C14ENDOWMENT WEALTH MANAGEMENT, INC.
CRD 108652
WI$609.2M12Fidelity→