SourcingSourcing
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16 firms
ActiveState: SC×State: KS×State: IN×Custodian: LPL Financial×Custodian: BNY Mellon×clear all
ScoreFirmStateAUMAdvisorsCustodian
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial→
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial→
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C40PROVIDER FINANCIAL, INC.
CRD 168964
IN$304.0M2LPL Financial→
C38HORIZON INVESTMENT SERVICES, LLC.
CRD 110642
IN$363.8M7LPL Financial→
C35AGH WEALTH ADVISORS, LLC
CRD 146796
KS$456.3M6LPL Financial→
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial→
C29CVFG LLC
CRD 325310
IN$1.15B11LPL Financial→
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial→
C21CORE COMPLIANCE GROUP, LLC
CRD 306661
SC$338.4M10LPL Financial→
C20CORWIN COMPANY LLC
CRD 285657
IN—1LPL Financial→