SourcingSourcing
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9 firms
ActiveState: MD×Custodian: LPL Financial×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial→
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial→
C44GRITSTONE ASSET MANAGEMENT LLC
CRD 298500
MD$114.9M3Pershing→
C42HARBOR INVESTMENT ADVISORY, LLC
CRD 151085
MD$6.87B32Pershing→
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial→
C40SOAPSTONE MANAGEMENT L.P.
CRD 162936
MD$610.1M—Pershing→
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→