SourcingSourcing
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8 firms
ActiveState: CT×State: MI×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59NANTUCKET MULTI MANAGERS, LLC
CRD 129024
MI$260.2M—LPL Financial→
B52MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
CRD 284251
MI$162.7M6LPL Financial→
B51HARBORFRONT FINANCIAL LLC
CRD 331763
MI$149.0M4LPL Financial→
C44TRUE BLUE FINANCIAL, LLC
CRD 310841
MI$271.5M4LPL Financial→
C44EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
CT$310.5M5LPL Financial→
C36626 FINANCIAL, LLC
CRD 306474
MI$379.6M5LPL Financial→
C35MELONE PRIVATE WEALTH, LLC
CRD 311638
MI$313.2M2LPL Financial→
C33WARNER GROUP LLC
CRD 334877
CT$458.5M8LPL Financial→