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11 firms
ActiveState: IN×Custodian: LPL Financial×Custodian: Millennium Trust×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing→
C40MONARCH CAPITAL MANAGEMENT INC
CRD 106244
IN$495.7M4Pershing→
C40PROVIDER FINANCIAL, INC.
CRD 168964
IN$304.0M2LPL Financial→
C38HORIZON INVESTMENT SERVICES, LLC.
CRD 110642
IN$363.8M7LPL Financial→
C33ONEAMERICA SECURITIES, INC.
CRD 4173
IN$306.1M50Pershing→
C29CVFG LLC
CRD 325310
IN$1.15B11LPL Financial→
C28SAPIENT CAPITAL LLC
CRD 324899
IN$13.76B33Pershing→
C22SCHMIDT, JACOB AARON
CRD 121034
IN$212.6M7Pershing→
C20CORWIN COMPANY LLC
CRD 285657
IN—1LPL Financial→