SourcingSourcing
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11 firms
ActiveState: IA×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→
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
B51HARBORFRONT FINANCIAL LLC
CRD 331763
MI$149.0M4LPL Financial→
C44TRUE BLUE FINANCIAL, LLC
CRD 310841
MI$271.5M4LPL Financial→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C36626 FINANCIAL, LLC
CRD 306474
MI$379.6M5LPL Financial→
C35MELONE PRIVATE WEALTH, LLC
CRD 311638
MI$313.2M2LPL Financial→
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→