SourcingSourcing
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16 firms
ActiveState: KS×State: CO×Custodian: LPL Financial×Custodian: BNY Mellon×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→
B51CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
CO$327.3M10LPL Financial→
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial→
C46CAPITAL FINANCIAL GROUP, INC.
CRD 111709
CO$237.4M3LPL Financial→
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial→
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial→
C43PROPRIETARY CAPITAL, LLC
CRD 125139
CO$651.8M—BNY Mellon→
C38MARSHALL INVESTMENT MANAGEMENT, LLC
CRD 174817
CO$298.0M8LPL Financial→
C37DODDS WEALTH, LLC
CRD 323632
CO$706.2M7LPL Financial→
C35AGH WEALTH ADVISORS, LLC
CRD 146796
KS$456.3M6LPL 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→