SourcingSourcing
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17 firms
ActiveState: MD×State: CO×Custodian: LPL Financial×Custodian: Axos Advisor Services×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial→
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial→
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial→
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial→
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial→
B51CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
CO$327.3M10LPL Financial→
C46CAPITAL FINANCIAL GROUP, INC.
CRD 111709
CO$237.4M3LPL Financial→
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial→
C38MARSHALL INVESTMENT MANAGEMENT, LLC
CRD 174817
CO$298.0M8LPL Financial→
C37DODDS WEALTH, LLC
CRD 323632
CO$706.2M7LPL Financial→
C36RED OAK FINANCIAL GROUP, LLC
CRD 166912
MD$1.04B7LPL Financial→
C36ADE, LLC
CRD 168345
MD$447.5M6LPL Financial→
C34WILLIAMS & ASSOCIATES, INC.
CRD 338196
MD$06LPL Financial→
C32VARRA WEALTH MANAGEMENT LLC
CRD 324044
CO$305.6M7LPL Financial→
C28HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
CRD 286063
CO$279.5M4LPL Financial→
C25DENVER WEALTH MANAGEMENT, INC.
CRD 284868
CO$529.8M9LPL Financial→
C17AVANT-GARDE ADVISORS LLC
CRD 151527
CO——LPL Financial→