SourcingSourcing
Filters5▾
26 firms
ActiveState: IA×State: KS×State: CT×Custodian: LPL Financial×Custodian: BNY Mellon×clear all
ScoreFirmStateAUMAdvisorsCustodian
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon→
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial→
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial→
C46K2/D&S MANAGEMENT CO., L.L.C.
CRD 123826
CT$6.53B—BNY Mellon→
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial→
C44EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
CT$310.5M5LPL Financial→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C35AST INVESTMENT SERVICES, INC.
CRD 108897
CT$91.47B—BNY Mellon→
C35AGH WEALTH ADVISORS, LLC
CRD 146796
KS$456.3M6LPL Financial→
C35DUKE FUNDING MANAGEMENT, L.L.C.
CRD 117590
CT$126.9M—BNY Mellon→
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial→
C33WARNER GROUP LLC
CRD 334877
CT$458.5M8LPL Financial→
C33AMG FUNDS LLC
CRD 153456
CT$18.25B7BNY Mellon→
C32HARDMAN JOHNSTON GLOBAL ADVISORS LLC
CRD 112500
CT$8.77B2BNY Mellon→
C30AXA INVESTMENT MANAGERS US INC
CRD 113608
CT$79.24B—BNY Mellon→
C25LONG PATH PARTNERS, LP
CRD 299053
CT$1.73B—BNY Mellon→
C25HUDSON STRUCTURED CAPITAL MANAGEMENT LTD.
CRD 282919
CT$4.03B—BNY Mellon→
C22VIRTUS FIXED INCOME ADVISERS, LLC
CRD 146029
CT$34.91B4BNY Mellon→
C22ELLINGTON GLOBAL ASSET MANAGEMENT, LLC
CRD 141772
CT$9.18B—BNY Mellon→
C22MC CREDIT PARTNERS LP
CRD 167929
CT$4.94B—BNY Mellon→
C22STONE POINT CREDIT ADVISER LLC
CRD 310377
CT$11.13B—BNY Mellon→
C21CANNAE PORTFOLIO ADVISORS, LLC
CRD 310606
CT$859.4M—BNY Mellon→
C17CROSS OCEAN PARTNERS MANAGEMENT LP
CRD 285340
CT$6.29B—BNY Mellon→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→