SourcingSourcing
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10 firms
ActiveState: UT×State: SC×State: KS×Custodian: JPMorgan×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7M—Wells Fargo→
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14B—JPMorgan→
C35WATERFRONT WEALTH INC.
CRD 173220
KS$1.14B10Wells Fargo→
C25ENDEAVOR PRIVATE WEALTH, INC.
CRD 313053
KS$595.3M10Wells Fargo→
C23THE CYNOSURE GROUP
CRD 281399
UT$9.85B15Wells Fargo→
C22PALMER SQUARE CAPITAL MANAGEMENT LLC
CRD 155697
KS$25.59B4JPMorgan→
C22GREYSTAR INVESTMENT GROUP, LLC
CRD 160665
SC$36.50B—JPMorgan→
C19KEYSTONE NATIONAL GROUP, LLC
CRD 142885
UT$2.50B—Wells Fargo→