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13 firms
ActiveState: KS×Custodian: Fidelity×Custodian: U.S. Bank×clear all
ScoreFirmStateAUMAdvisorsCustodian
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity→
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity→
C46POSTROCK PARTNERS LLC
CRD 328865
KS$489.1M5Fidelity→
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2M—U.S. Bank→
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity→
C41503 CAPITAL PARTNERS, LLC
CRD 327580
KS$636.4M—U.S. Bank→
C40TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711
KS$8.93B11U.S. Bank→
C36FINANCIAL PARTNERS GROUP, INC.
CRD 288644
KS$1.15B9Fidelity→
C32WEALTH ALLIANCE ADVISORY GROUP, LLC
CRD 290329
KS$978.6M5Fidelity→
C30IFS ADVISORS, LLC
CRD 147518
KS$213.8M5Fidelity→
C29ETF PORTFOLIO PARTNERS, INC.
CRD 128366
KS$431.1M4Fidelity→
C21MY CASH FLOW MANAGER, , LLC
CRD 146165
KS——Fidelity→
C21CANVAS WEALTH ADVISORS, LLC
CRD 306343
KS$929.2M8Fidelity→