SourcingSourcing
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12 firms
ActiveState: KS×State: IN×State: AL×Custodian: Morgan Stanley×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→
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial→
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial→
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial→
C40PROVIDER FINANCIAL, INC.
CRD 168964
IN$304.0M2LPL Financial→
C40MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
AL$443.5M8LPL Financial→
C38HORIZON INVESTMENT SERVICES, LLC.
CRD 110642
IN$363.8M7LPL Financial→
C37WHETSTONE CAPITAL ADVISORS, LLC
CRD 155414
KS$415.1M2Morgan Stanley→
C35AGH WEALTH ADVISORS, LLC
CRD 146796
KS$456.3M6LPL Financial→
C29CVFG LLC
CRD 325310
IN$1.15B11LPL Financial→
C20CORWIN COMPANY LLC
CRD 285657
IN—1LPL Financial→