SourcingSourcing
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18 firms
ActiveState: IA×State: KS×State: OH×Custodian: LPL Financial×Custodian: Equity Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
B61HARDY & HARDY CO LLC
CRD 145088
OH$269.4M2LPL Financial→
B53VISION FINANCIAL MANAGEMENT, LLC
CRD 170003
OH$165.7M2LPL Financial→
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
B51HFG ADVISORS, INC.
CRD 282027
OH$426.7M5LPL Financial→
C49SYMPHONY FINANCIAL SERVICES, INC.
CRD 125058
OH$428.7M7LPL Financial→
C48KINETIC WEALTH INVESTMENT ADVISORS, LLC
CRD 311536
OH$214.5M3LPL 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→
C42PLANNED FINANCIAL SERVICES, LLC
CRD 112879
OH$472.5M4LPL Financial→
C42VALIANT WEALTH, LLC
CRD 146911
IA$423.1M3Equity Trust→
C38REDWOOD FINANCIAL NETWORK CORP.
CRD 157834
OH$262.8M8LPL Financial→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C35AGH WEALTH ADVISORS, LLC
CRD 146796
KS$456.3M6LPL Financial→
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial→
C32EUKLES ASSET MANAGEMENT, LLC
CRD 156649
OH$341.1M4LPL Financial→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→