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54 firms
ActiveState: IN×Custodian: LPL Financial×Custodian: BNY Mellon×Custodian: E*Trade×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
IN$220.2M8E*Trade→
B64MCMAHAN CAPITAL MANAGEMENT LLC
CRD 109140
IN$135.9M2E*Trade→
B63THOMAS STORY AND SON LLC
CRD 148774
IN$328.2M2E*Trade→
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B60CRF FINANCIAL GROUP
CRD 127388
IN$279.5M1E*Trade→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade→
B52ATLAS CAPITAL MANAGEMENT CORP
CRD 106107
IN$869.8M5E*Trade→
B52QUANTUM FINANCIAL SERVICES INC.
CRD 121631
IN$730.9M2E*Trade→
B52SYCAMORE FINANCIAL GROUP, INC.
CRD 14143
IN$787.4M6E*Trade→
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade→
C49GREENLEAF FINANCIAL GROUP, LLC
CRD 137933
IN$175.2M2E*Trade→
C46STREET CAPITAL PARTNERS, LLC
CRD 309233
IN$238.9M4E*Trade→
C45OXFORD HARRIMAN HOLDINGS ADV LLC
CRD 340313
IN$0—E*Trade→
C443FOURTEEN & SMI ADVISORY SERVICES, LLC
CRD 331301
IN$723.0M—E*Trade→
C44THE FINANCIAL RESOURCE CENTER, INC.
CRD 316747
IN$642.5M4E*Trade→
C43MERIDIAN INVESTMENT ADVISORS, INC.
CRD 107593
IN$628.0M4E*Trade→
C43PELOTON CAPITAL MANAGEMENT
CRD 109775
IN$282.0M3E*Trade→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3M—E*Trade→
C40GALECKI FINANCIAL MANAGEMENT INC
CRD 107218
IN$929.5M6E*Trade→
C40CAPITAL CITIES, LLC
CRD 122916
IN$011E*Trade→
C40PROVIDER FINANCIAL, INC.
CRD 168964
IN$304.0M2LPL Financial→
C39GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429
IN$2.70B2E*Trade→
C38KOON FINANCIAL PLANNING & CONSULTING, LLC
CRD 126051
IN$146.9M2E*Trade→
C38QBOX FIDUCIARY SOLUTIONS, LLC
CRD 167622
IN$429.2M1E*Trade→
C38HORIZON INVESTMENT SERVICES, LLC.
CRD 110642
IN$363.8M7LPL Financial→
C37PROTEUS, LLC
CRD 164085
IN$259.8M3E*Trade→
C35SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CRD 288623
IN$6.18B26E*Trade→
C35CXI ADVISORS, LLC
CRD 301321
IN$0—E*Trade→
C35GOELZER INVESTMENT MANAGEMENT, INC.
CRD 44402
IN$4.51B23E*Trade→
C34US AGRICULTURE, LLC
CRD 282576
IN$759.1M—E*Trade→
C34LJI WEALTH MANAGEMENT, LLC
CRD 145399
IN$1.37B13E*Trade→
C34THURSTON SPRINGER ADVISORS, LLC
CRD 299201
IN$3.68B50E*Trade→
C33GIMBAL FINANCIAL, LLC
CRD 159003
IN$290.0M6E*Trade→
C32TRUEDGE ASSET MANAGEMENT LLC
CRD 323442
IN$03E*Trade→
C29ONEAMERICA ASSET MANAGEMENT, LLC
CRD 165929
IN$24.42B—E*Trade→
C29CERES PARTNERS, LLC
CRD 290937
IN$1.96B—E*Trade→
C29CVFG LLC
CRD 325310
IN$1.15B11LPL Financial→
C29MINDSET ASSET MANAGEMENT, LLC
CRD 338530
IN$04E*Trade→
C28CENTERFIELD MANAGEMENT III, INC
CRD 161504
IN$1.08B—E*Trade→
C26BAXTER CAPITAL MANAGEMENT INC
CRD 105123
IN$4.19B3E*Trade→
C24CID CAPITAL II, INC.
CRD 160776
IN$515.8M—E*Trade→
C23PRAXIS INVESTMENT MANAGEMENT, INC.
CRD 105675
IN$3.30B1E*Trade→
C23VALEO FINANCIAL ADVISORS, LLC
CRD 127132
IN$12.96B50E*Trade→
C22LYNCH & ASSOCIATES INC
CRD 108326
IN$831.1M7E*Trade→
C20CORWIN COMPANY LLC
CRD 285657
IN—1LPL Financial→
C19KFG WEALTH MANAGEMENT, LLC
CRD 128606
IN$1.15B45E*Trade→
C18OSAIC FS, INC.
CRD 3870
IN——E*Trade→
C17TURTAIR CAPITAL ADVISORS
CRD 152256
IN—1E*Trade→