SourcingSourcing
Filters3▾
9 firms
ActiveState: MD×Custodian: LPL Financial×Custodian: BNY Mellon×clear all
ScoreFirmStateAUMAdvisorsCustodian
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial→
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial→
C44CROMWELL INVESTMENT ADVISORS, LLC
CRD 314411
MD$368.9M—BNY Mellon→
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL 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→
C31REALTERM TRANSPORTATION LLC
CRD 322689
MD$10.87B—BNY Mellon→
C27T. ROWE PRICE (CANADA) INC.
CRD 107290
MD$6.55B4BNY Mellon→