SourcingSourcing
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28 firms
ActiveState: GA×State: UT×Custodian: LPL Financial×Custodian: Wells Fargo×Custodian: JPMorgan×clear all
ScoreFirmStateAUMAdvisorsCustodian
B63LINX PARTNERS, LLC
CRD 158607
GA$131.4M—JPMorgan→
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial→
C48PROACTIVE WEALTH STRATEGIES, LLC
CRD 318872
GA$315.8M5LPL Financial→
C48CAPITAL AND PLANNING, LLC
CRD 321104
GA$193.9M3LPL Financial→
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C43WELLSPRING WEALTH MANAGEMENT LLC
CRD 134834
GA$584.8M5LPL Financial→
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7M—Wells Fargo→
C38GLOBALT INVESTMENTS LLC
CRD 328039
GA$3.02B12LPL Financial→
C36THE JENKINS FINANCIAL GROUP, INC.
CRD 125941
GA$270.1M3LPL Financial→
C31JAMESTOWN, L.P.
CRD 158207
GA$7.06B—JPMorgan→
C31FOREST INVESTMENT ASSOCIATES L.P.
CRD 110163
GA$5.24B—Wells Fargo→
C31HAMILTON CAPITAL PARTNERS, LLC
CRD 314344
GA$444.0M2LPL Financial→
C30MPWM ADVISORY SOLUTIONS LLC
CRD 169885
GA$326.9M16LPL Financial→
C28GER LOFTIN WEALTH ADVISORS, LLC
CRD 305359
GA$344.5M6LPL Financial→
C28GODWIN CAPITAL GROUP, LLC
CRD 316592
GA$1.13B—JPMorgan→
C27EQUITY INVESTMENT CORPORATION
CRD 283930
GA$3.51B16Wells Fargo→
C274612 GROUP, LLC
CRD 287619
GA$773.3M—JPMorgan→
C26ROARK CAPITAL MANAGEMENT, LLC
CRD 160368
GA$34.18B—JPMorgan→
C26BENEDICT FINANCIAL ADVISORS, INC.
CRD 116690
GA$529.4M8LPL Financial→
C24ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
CRD 113106
GA$1.07B16Wells Fargo→
C23IFG ADVISORY, LLC
CRD 168012
GA$4.76B50LPL Financial→
C23THE CYNOSURE GROUP
CRD 281399
UT$9.85B15Wells Fargo→
C23ALTERA PRIVATE ACCESS, LLC
CRD 287467
GA$519.1M2JPMorgan→
C22AVEGO MANAGEMENT, LLC
CRD 310520
GA$917.5M—JPMorgan→
C19KEYSTONE NATIONAL GROUP, LLC
CRD 142885
UT$2.50B—Wells Fargo→
C19SOVEREIGN'S CAPITAL MANAGEMENT, LLC
CRD 301879
GA$1.28B—JPMorgan→
C10NAVIGATION CAPITAL PARTNERS, INC.
CRD 156906
GA——Wells Fargo→