SourcingSourcing
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14 firms
ActiveState: NJ×State: OK×State: IN×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial→
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial→
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial→
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial→
C40PROVIDER FINANCIAL, INC.
CRD 168964
IN$304.0M2LPL Financial→
C38HORIZON INVESTMENT SERVICES, LLC.
CRD 110642
IN$363.8M7LPL Financial→
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial→
C29CVFG LLC
CRD 325310
IN$1.15B11LPL Financial→
C28ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744
NJ$859.8M19LPL Financial→
C27FORGE FINANCIAL SERVICES, LLC
CRD 306480
OK$1.46B15LPL Financial→
C24VAN LEEUWEN & COMPANY, LLC
CRD 126447
NJ——LPL Financial→
C20CORWIN COMPANY LLC
CRD 285657
IN—1LPL Financial→