SourcingSourcing
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12 firms
ActiveState: MN×Custodian: LPL Financial×Custodian: Goldman Sachs×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial→
B62KOOB WEALTH MANAGEMENT, LLC
CRD 154830
MN$171.8M1LPL Financial→
B51VPWM ADVISORS, LLC
CRD 167886
MN$326.6M15LPL Financial→
B50DSG CAPITAL ADVISORS, LLC
CRD 332056
MN$780.3M7LPL Financial→
C47IWEALTH FINANCIAL, LLC
CRD 329980
MN$311.6M6LPL Financial→
C42ESTUARY CAPITAL MANAGEMENT LP
CRD 323379
MN$853.9M—Goldman Sachs→
C40SUMMIT INVESTMENT ADVISORY SERVICES, LLC
CRD 168594
MN$745.8M8LPL Financial→
C40360 FINANCIAL, INC.
CRD 168600
MN$700.5M10LPL Financial→
C37X CUBED CAPITAL MANAGEMENT LLC
CRD 313966
MN$184.0M—Goldman Sachs→
C29WHITEBOX ADVISORS LLC
CRD 121995
MN$15.74B1Goldman Sachs→
C25STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
CRD 284430
MN$1.54B24LPL Financial→
C22WALLEYE CAPITAL LLC
CRD 161413
MN$52.11B—Goldman Sachs→