SourcingSourcing
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15 firms
ActiveState: MI×State: VA×State: UT×Custodian: Morgan Stanley×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers→
B60LB PARTNERS LLC
CRD 309088
VA$191.3M—Interactive Brokers→
C42ATEGRA CAPITAL MANAGEMENT, LLC
CRD 164245
VA$190.2M6Interactive Brokers→
C42ALPHA WEALTH FUNDS, LLC
CRD 150231
UT$214.1M10Interactive Brokers→
C38AZTLAN EQUITY MANAGEMENT, LLC
CRD 286360
VA$851.1M—Interactive Brokers→
C38KULTURA CAPITAL MANAGEMENT LP
CRD 327510
UT$244.7M—Morgan Stanley→
C38CROW'S NEST HOLDINGS LP
CRD 316652
VA$636.6M—Morgan Stanley→
C33QUINN OPPORTUNITY PARTNERS LLC
CRD 167470
VA$2.61B—Interactive Brokers→
C31LOWE, BROCKENBROUGH & COMPANY, INC.
CRD 105142
VA$5.49B16Morgan Stanley→
C30COLUMBIA CAPITAL, L.P.
CRD 159616
VA$9.10B—Morgan Stanley→
C30CROSS CREEK ADVISORS, LLC
CRD 165803
UT$1.35B4Morgan Stanley→
C24STURBRIDGE CAPITAL LLC
CRD 160327
MI$730.9M1Interactive Brokers→
C24NAVIMED CAPITAL ADVISORS, LLC
CRD 169508
VA$904.9M—Morgan Stanley→
C23INVESTURE, LLC
CRD 130099
VA$38.52B1Morgan Stanley→
C22BRIDGE MULTIFAMILY FUND MANAGER LLC
CRD 159127
UT$49.30B—Morgan Stanley→