SourcingSourcing
Filters3▾
9 firms
ActiveState: MD×Custodian: LPL Financial×Custodian: State Street×clear all
ScoreFirmStateAUMAdvisorsCustodian
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial→
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial→
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial→
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→
C34BROWN CAPITAL MANAGEMENT, LLC
CRD 105633
MD$4.54B3State Street→
C29T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
CRD 314590
MD$204.18B—State Street→
C24NEW CENTURY ADVISORS, LLC
CRD 122478
MD$4.31B1State Street→