SourcingSourcing
Filters5▾
91 firms
ActiveState: MA×State: WI×Custodian: LPL Financial×Custodian: State Street×Custodian: Goldman Sachs×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B61COVALENT PARTNERS LLC
CRD 140494
MA$117.3M—Goldman Sachs→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B59OMNI FINANCIAL LLC
CRD 314670
WI$116.9M1LPL Financial→
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street→
B55SKYLANDS CAPITAL, LLC
CRD 131183
WI$746.5M2Goldman Sachs→
B54RICHMOND INVESTMENT SERVICES LLC
CRD 327451
WI$453.2M14LPL Financial→
B54SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298
WI$236.4M5LPL Financial→
B53CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD 167513
WI$189.9M1LPL Financial→
B53GRANITE FINANCIAL GROUP, LLC
CRD 168675
WI$186.2M2LPL Financial→
B53APPLIED FUNDAMENTAL RESEARCH, LLC
CRD 167645
MA$142.9M2Goldman Sachs→
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial→
C50ARISTOTLE CAPITAL BOSTON, LLC
CRD 173198
MA$1.83B2State Street→
C49ROTHWELL INVESTMENT ADVISORS LLC
CRD 337504
MA$187.7M3LPL Financial→
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial→
C49NAPIER FINANCIAL, LLC
CRD 336725
MA$550.1M8LPL Financial→
C48BAIN CAPITAL PUBLIC EQUITY, LP
CRD 145650
MA$242.2M—Goldman Sachs→
C48ANCHOR CAPITAL ADVISORS LLC
CRD 105540
MA$2.37B17LPL Financial→
C47BYRNE FINANCIAL FREEDOM, LLC
CRD 167893
MA$546.4M6LPL Financial→
C47ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
CRD 109962
MA$712.7M—State Street→
C46SIRIOS CAPITAL MANAGEMENT, L.P.
CRD 160580
MA$937.5M—Goldman Sachs→
C44ROSE PARK ADVISORS, LLC
CRD 162017
MA$629.9M—Goldman Sachs→
C44LEEWARD INVESTMENTS, LLC
CRD 312557
MA$2.87B2LPL Financial→
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial→
C42THE BAUPOST GROUP, L.L.C.
CRD 109530
MA$24.68B—State Street→
C42WINTHROP ADVISORY GROUP, LLC
CRD 288178
MA$3.10B27LPL Financial→
C41FLAGSHIP PRIVATE WEALTH, LLC
CRD 175277
MA$447.2M4LPL Financial→
C40CLOUGH CAPITAL PARTNERS, LP
CRD 131257
MA$1.51B—State Street→
C40STABLEPOINT PARTNERS, LLC
CRD 328503
MA$930.0M5Goldman Sachs→
C40FLAGSHIP HARBOR ADVISORS, LLC
CRD 155733
MA$3.42B50LPL Financial→
C38WEATHERBIE CAPITAL, LLC
CRD 105991
MA$1.34B1Goldman Sachs→
C38ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
MA$248.2M2LPL Financial→
C38ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC
CRD 174333
MA$2.02B—Goldman Sachs→
C37WELLINGTON ALTERNATIVE INVESTMENTS LLC
CRD 226715
MA$92.17B—State Street→
C36BEACON CAPITAL PARTNERS, LLC
CRD 158137
MA$1.30B—State Street→
C35MML INVESTMENT ADVISERS, LLC
CRD 169568
MA$24.55B—State Street→
C35ALPHASIMPLEX GROUP, LLC
CRD 128356
MA$3.09B—Goldman Sachs→
C35DIAMETRIC CAPITAL, LP
CRD 288409
MA$1.41B—Goldman Sachs→
C35SHELLBACK CAPITAL, LP
CRD 169642
MA$1.63B—Goldman Sachs→
C34ROSE GROVE CAPITAL MANAGEMENT, LLC
CRD 156572
MA$1.94B—Goldman Sachs→
C33TELEMARK ASSET MANAGEMENT, LLC
CRD 156770
MA$1.14B—Goldman Sachs→
C33WELLINGTON FUNDS (US) LLC
CRD 288313
MA$5.41B—State Street→
C33AEW CAPITAL MANAGEMENT LP
CRD 108633
MA$3.02B1State Street→
C33BOSTON PARTNERS GLOBAL INVESTORS, INC.
CRD 124982
MA$116.17B—Goldman Sachs→
C32WESTVIEW CAPITAL MANAGEMENT LLC
CRD 157839
MA$2.12B—State Street→
C32WELLINGTON MANAGEMENT COMPANY LLP
CRD 106595
MA$1428.05B1State Street→
C32POLARIS CAPITAL MANAGEMENT, LLC
CRD 106278
MA$5.45B4State Street→
C32FINEPOINT CAPITAL LP
CRD 170668
MA$5.01B—Goldman Sachs→
C32WINCH ADVISORY SERVICES, LLC
CRD 110194
WI$580.2M7LPL Financial→
C31KALEIDOSCOPE CAPITAL LP
CRD 282159
MA$706.2M—Goldman Sachs→