SourcingSourcing
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12 firms
ActiveState: SC×State: IA×Custodian: Fidelity×clear all
ScoreFirmStateAUMAdvisorsCustodian
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity→
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity→
C40RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031
SC$281.0M4Fidelity→
C38PETERSON FINANCIAL GROUP, INC.
CRD 169519
IA$299.2M3Fidelity→
C35CLARITY ASSET MANAGEMENT, INC.
CRD 115699
IA$257.4M4Fidelity→
C33DYNAMIC FINANCIAL GROUP, LLC
CRD 288763
IA$539.6M3Fidelity→
C33OASIS ADVISORS, LLC
CRD 335555
IA$277.7M20Fidelity→
C32SAOS CAPITAL, LLC
CRD 159515
SC$239.1M3Fidelity→
C31PRINCIPAL SECURITIES, INC.
CRD 1137
IA$17.02B50Fidelity→
C28WEALTHSPAN PARTNERS, LLC
CRD 297712
IA$451.1M5Fidelity→
C26HOBBS GROUP ADVISORS LLC
CRD 157274
SC$584.4M7Fidelity→
C25COLONIAL TRUST ADVISORS, INC.
CRD 110257
SC$1.85B15Fidelity→