SourcingSourcing
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18 firms
ActiveState: IN×Custodian: LPL Financial×Custodian: Fidelity×clear all
ScoreFirmStateAUMAdvisorsCustodian
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity→
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity→
C46AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD 288742
IN$258.9M4Fidelity→
C40PROVIDER FINANCIAL, INC.
CRD 168964
IN$304.0M2LPL Financial→
C38HORIZON INVESTMENT SERVICES, LLC.
CRD 110642
IN$363.8M7LPL Financial→
C36IMC ADVISORS, LLC
CRD 111537
IN$540.0M3Fidelity→
C35PROCOURSE FIDUCIARY ADVISORS, LLC
CRD 164328
IN$5.49B4Fidelity→
C31FOUR QUADRANT WEALTH ADVISORS, INC.
CRD 130753
IN$219.0M9Fidelity→
C31ARCHER INVESTMENT CORPORATION
CRD 136403
IN$1.01B50Fidelity→
C29CVFG LLC
CRD 325310
IN$1.15B11LPL Financial→
C28FORUM SOLUTIONS GROUP, LLC
CRD 143075
IN$403.3M7Fidelity→
C23HOWARD BAILEY SECURITIES, LLC
CRD 282712
IN$582.8M13Fidelity→
C20CORWIN COMPANY LLC
CRD 285657
IN—1LPL Financial→
C17OXFORD FINANCIAL GROUP, LTD. LLC
CRD 105303
IN$23.33B50Fidelity→
C14MARIPAU WEALTH MANAGEMENT LLC
CRD 311934
IN$363.8M21Fidelity→
C14PATHWAY FINANCIAL ADVISERS, LLC
CRD 166237
IN$524.2M6Fidelity→