SourcingSourcing
Filters3▾
7 firms
ActiveState: SC×Custodian: Interactive Brokers×Custodian: Fidelity×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
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→
C32SAOS CAPITAL, LLC
CRD 159515
SC$239.1M3Fidelity→
C26HOBBS GROUP ADVISORS LLC
CRD 157274
SC$584.4M7Fidelity→
C25COLONIAL TRUST ADVISORS, INC.
CRD 110257
SC$1.85B15Fidelity→