SourcingSourcing
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12 firms
ActiveState: MD×State: CT×State: TN×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial→
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial→
C50STRATEGIC ADVISORY SERVICES, LLC
CRD 287984
TN$201.2M8LPL Financial→
C47CALDWELL ADVISORS, LLC
CRD 144408
TN$351.4M6LPL Financial→
C44EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
CT$310.5M5LPL 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→
C34KNOX WEALTH PARTNERS ADVISORY, LLC
CRD 288580
TN$272.9M7LPL Financial→
C33WARNER GROUP LLC
CRD 334877
CT$458.5M8LPL Financial→
C20TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
CRD 160321
TN$1.19B23LPL Financial→