SourcingSourcing
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57 firms
ActiveState: MI×State: VA×State: MA×Custodian: Morgan Stanley×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing→
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing→
B62IBS CAPITAL LLC
CRD 160585
MA$123.0M—Pershing→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B53MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD 147529
VA$522.1M5Pershing→
B51TAYLOR FINANCIAL GROUP, INC.
CRD 116744
VA$410.0M4Pershing→
C49INTEGRATED FINANCIAL SOLUTIONS, INC.
CRD 112038
VA$303.3M8Pershing→
C47NORTON CAPITAL MANAGEMENT, INC.
CRD 110398
VA$136.6M1Pershing→
C46GAME CREEK CAPITAL, LP
CRD 158973
MA$329.0M—Morgan Stanley→
C46VIMA, LLC
CRD 148833
MI$229.5M12Pershing→
C46EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
MA$442.3M—Morgan Stanley→
C45J.W. KORTH & COMPANY, LIMITED PARTNERSHIP
CRD 26455
MI$228.7M17Pershing→
C43AEGIS FINANCIAL CORPORATION
CRD 111587
VA$1.37B2Pershing→
C43CASSADAY & CO WEALTH MANAGEMENT LLC
CRD 317672
VA$7.14B43Pershing→
C41POINTE CAPITAL MANAGEMENT LLC
CRD 152520
MI$452.3M6Pershing→
C41EVR RESEARCH LP
CRD 283385
VA$365.0M—Pershing→
C41BEATON MANAGEMENT CO INC
CRD 104728
MA$445.7M—Pershing→
C40THE NEMES RUSH GROUP, LLC
CRD 312554
MI$1.62B8Pershing→
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$319.7M—Pershing→
C38CROW'S NEST HOLDINGS LP
CRD 316652
VA$636.6M—Morgan Stanley→
C36USA FINANCIAL SECURITIES LLC
CRD 103857
MI$296.5M50Pershing→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C35HARBOUR CAPITAL ADVISORS, LLC
CRD 157266
VA$701.1M4Pershing→
C33GUIDESTREAM FINANCIAL, INC.
CRD 150890
MI$263.5M5Pershing→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C31LOWE, BROCKENBROUGH & COMPANY, INC.
CRD 105142
VA$5.49B16Morgan Stanley→
C30MOODY ALDRICH PARTNERS, LLC
CRD 106920
MA$864.3M2Pershing→
C30COLUMBIA CAPITAL, L.P.
CRD 159616
VA$9.10B—Morgan Stanley→
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley→
C30SCHECHTER PRIVATE CAPITAL, LLC
CRD 289491
MI$171.7M—Pershing→
C29CJM WEALTH ADVISERS, LTD.
CRD 107750
VA$1.47B12Pershing→
C29DAVENPORT & COMPANY LLC
CRD 1588
VA$24.70B50Pershing→
C28HILL CITY CAPITAL LP
CRD 306709
MA$4.86B—Morgan Stanley→
C27WELL DONE, LLC
CRD 173736
MI$2.00B20Pershing→
C26WHALE ROCK CAPITAL MANAGEMENT LLC
CRD 140746
MA$12.97B—Morgan Stanley→
C26BERKSHIRE PARTNERS LLC
CRD 160675
MA$29.00B—Morgan Stanley→
C25POLARIS GROWTH MANAGEMENT, LLC
CRD 297431
MA$4.22B—Morgan Stanley→
C25SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
CRD 175100
MA$4.62B—Morgan Stanley→
C25ATREIDES MANAGEMENT, LP
CRD 301152
MA$8.94B—Morgan Stanley→
C24BOSTON MANAGEMENT AND RESEARCH
CRD 104853
MA$154.73B—Morgan Stanley→
C24RETIREMENT INCOME SOLUTIONS, INC.
CRD 110145
MI$2.97B16Pershing→
C24MASON INVESTMENT ADVISORY SERVICES INC
CRD 111113
VA$15.67B32Pershing→
C24JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
CRD 174433
MA$2.20B50Pershing→
C24NAVIMED CAPITAL ADVISORS, LLC
CRD 169508
VA$904.9M—Morgan Stanley→
C23INVESTURE, LLC
CRD 130099
VA$38.52B1Morgan Stanley→
C23TENSOR EDGE CAPITAL, LLC
CRD 335633
MA$584.8M—Morgan Stanley→
C22HIGHVISTA STRATEGIES LLC
CRD 155759
MA$9.10B—Morgan Stanley→
C22GHISALLO CAPITAL MANAGEMENT LLC
CRD 309856
MA$4.89B—Morgan Stanley→