SourcingSourcing
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11 firms
ActiveState: MD×Custodian: LPL Financial×Custodian: Goldman Sachs×Custodian: Folio Institutional×clear all
ScoreFirmStateAUMAdvisorsCustodian
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial→
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial→
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial→
C37ROCK SPRINGS CAPITAL MANAGEMENT LP
CRD 168648
MD$2.43B—Goldman Sachs→
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→
C24CAMPBELL & COMPANY INVESTMENT ADVISER LLC
CRD 134332
MD$4.34B—Goldman Sachs→
C23PATIENT CAPITAL MANAGEMENT, LLC
CRD 307336
MD$2.50B—Goldman Sachs→
C22DURABLE CAPITAL PARTNERS LP
CRD 305221
MD$17.59B—Goldman Sachs→
C17HULL STREET ENERGY, LLC
CRD 291881
MD$4.57B—Goldman Sachs→