SourcingSourcing
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14 firms
ActiveState: IL×State: OH×Custodian: Morgan Stanley×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
C46ELIZABETH PARK CAPITAL ADVISORS, LTD
CRD 158416
OH$393.9M—Morgan Stanley→
C45SHEFFIELD ASSET MANAGEMENT, L.L.C.
CRD 137065
IL$151.7M—Morgan Stanley→
C43TRADELINK CAPITAL LLC
CRD 161971
IL$267.8M—Morgan Stanley→
C39AFFINITY WEALTH LLC
CRD 285169
OH$217.5M2Altruist→
C38CALAMOS ADVISORS LLC
CRD 105758
IL$43.89B41Morgan Stanley→
C28GILLSON CAPITAL LP
CRD 284079
IL$2.07B—Morgan Stanley→
C26DOLAN MCENIRY CAPITAL MANAGEMENT LLC
CRD 108658
IL$13.76B—Morgan Stanley→
C25SBB RESEARCH GROUP LLC
CRD 161109
IL$3.26B1Morgan Stanley→
C25GEM CAPITAL, L.P.
CRD 157210
IL$6.28B—Morgan Stanley→
C25HEARD CAPITAL LLC
CRD 297176
IL$2.40B2Morgan Stanley→
C22YOUR FINANCIAL PHARMACIST PLANNING, LLC
CRD 282918
OH$53.2M4Altruist→
C17GATEWAY FINANCIAL
CRD 306078
OH—1Altruist→
C14FLOW STATE INVESTMENTS, LP
CRD 318195
IL——Morgan Stanley→
C12G SQUARED EQUITY MANAGEMENT LP
CRD 289285
IL$6.60B—Morgan Stanley→