ScoreFirmStateAUMAdvisorsCustodian
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing
B62IBS CAPITAL LLC
CRD 160585
MA$123.0MPershing
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6MMorgan Stanley
C46GAME CREEK CAPITAL, LP
CRD 158973
MA$329.0MMorgan Stanley
C46EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
MA$442.3MMorgan Stanley
C41BEATON MANAGEMENT CO INC
CRD 104728
MA$445.7MPershing
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley
C3971 WEST CAPITAL PARTNERS, LLC
CRD 338756
MA$5.51B6Pershing
C38KANAME CAPITAL, L.P.
CRD 300565
MA$319.7MPershing
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9MMorgan Stanley
C32CREATIVE INVESTMENT GROUP LLC
CRD 334028
TN$209.0M6Pershing
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3MMorgan Stanley
C30MOODY ALDRICH PARTNERS, LLC
CRD 106920
MA$864.3M2Pershing
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley
C28HILL CITY CAPITAL LP
CRD 306709
MA$4.86BMorgan Stanley
C26WHALE ROCK CAPITAL MANAGEMENT LLC
CRD 140746
MA$12.97BMorgan Stanley
C26BERKSHIRE PARTNERS LLC
CRD 160675
MA$29.00BMorgan Stanley
C25POLARIS GROWTH MANAGEMENT, LLC
CRD 297431
MA$4.22BMorgan Stanley
C25SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
CRD 175100
MA$4.62BMorgan Stanley
C25ATREIDES MANAGEMENT, LP
CRD 301152
MA$8.94BMorgan Stanley
C24BOSTON MANAGEMENT AND RESEARCH
CRD 104853
MA$154.73BMorgan Stanley
C24JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
CRD 174433
MA$2.20B50Pershing
C23TENSOR EDGE CAPITAL, LLC
CRD 335633
MA$584.8MMorgan Stanley
C22HIGHVISTA STRATEGIES LLC
CRD 155759
MA$9.10BMorgan Stanley
C22GHISALLO CAPITAL MANAGEMENT LLC
CRD 309856
MA$4.89BMorgan Stanley
C20BOLTON SECURITIES CORP
CRD 129376
MA$8.28B50Pershing
C20CRAWFORD FUND MANAGEMENT, LLC
CRD 158659
MA$356.1M3Pershing
C19CALLODINE CAPITAL MANAGEMENT, LP
CRD 297115
MA$2.03BMorgan Stanley
C19EVENTIDE ASSET MANAGEMENT, LLC
CRD 147110
MA$7.38B1Morgan Stanley
C16FLETCHER WEALTH MANAGEMENT, INC.
CRD 322877
TN1Altruist
C16MOTTA WEALTH MANAGEMENT LLC
CRD 329970
MA1Altruist
C14FLYBRIDGE CAPITAL PARTNERS
CRD 161961
MAMorgan Stanley
C13FLOWPOINT CAPITAL PARTNERS, LP
CRD 281965
MAMorgan Stanley