SourcingSourcing
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9 firms
ActiveState: IN×State: UT×Custodian: LPL Financial×Custodian: Morgan Stanley×clear all
ScoreFirmStateAUMAdvisorsCustodian
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
C40PROVIDER FINANCIAL, INC.
CRD 168964
IN$304.0M2LPL Financial→
C38KULTURA CAPITAL MANAGEMENT LP
CRD 327510
UT$244.7M—Morgan Stanley→
C38HORIZON INVESTMENT SERVICES, LLC.
CRD 110642
IN$363.8M7LPL Financial→
C30CROSS CREEK ADVISORS, LLC
CRD 165803
UT$1.35B4Morgan Stanley→
C29CVFG LLC
CRD 325310
IN$1.15B11LPL Financial→
C22BRIDGE MULTIFAMILY FUND MANAGER LLC
CRD 159127
UT$49.30B—Morgan Stanley→
C20CORWIN COMPANY LLC
CRD 285657
IN—1LPL Financial→