SourcingSourcing
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672 firms
ActiveCustodian: Morgan Stanley×Custodian: Wells Fargo×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers→
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A71MUNICIPAL ASSET MANAGEMENT INC
CRD 108320
NY$112.8M3Wells Fargo→
A71LIEBLONG & ASSOCIATES, INC.
CRD 42578
AR$197.9M4Wells Fargo→
A70O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316
CA$179.1M2Wells Fargo→
A68LANX MANAGEMENT, LLC
CRD 138305
NY$187.7M—Interactive Brokers→
A68R & R FINANCIAL PLANNERS, INC.
CRD 113291
NY$60.1M5Interactive Brokers→
A68BERGEN PARK CAPITAL MANAGEMENT, LLC
CRD 315162
MT$99.3M1Interactive Brokers→
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0M—Morgan Stanley→
A66MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
CRD 287547
FL$88.7M—Interactive Brokers→
A66SUCCESSFUL PORTFOLIOS LLC
CRD 152429
FL$281.5M3Interactive Brokers→
B65TICINO WEALTH LLC
CRD 335808
CA$400.2M3Wells Fargo→
B64DELPHI MANAGEMENT INC
CRD 106042
—$116.7M—Morgan Stanley→
B63NET RETURN ASSET MANAGEMENT LLC
CRD 159895
NY$803.3M—Morgan Stanley→
B63TOTEM POINT MANAGEMENT, LLC
CRD 169824
NY$144.2M—Morgan Stanley→
B63DRYDEN CAPITAL, LLC
CRD 172648
NY$76.6M—Interactive Brokers→
B63CLEARFIELD CAPITAL MANAGEMENT LP
CRD 174981
NY$240.2M—Morgan Stanley→
B63HEIRLOOM INVESTMENT MANAGEMENT LLC
CRD 281357
—$116.9M—Interactive Brokers→
B62WISDOM CAPITAL ASSET MANAGEMENT, LLC
CRD 307648
—$71.0M1Interactive Brokers→
B60CANDELO CAPITAL MANAGEMENT LP
CRD 307389
NY$178.1M—Morgan Stanley→
B60LB PARTNERS LLC
CRD 309088
VA$191.3M—Interactive Brokers→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B60OWLHOUSE CAPITAL LP
CRD 328210
NY$145.6M—Morgan Stanley→
B60MARK J SNYDER FINANCIAL SERVICES INC
CRD 106425
NY$382.0M7Morgan Stanley→
B59PERRYRIDGE CAPITAL LP
CRD 331781
CT$226.6M—Morgan Stanley→
B59MORGAN RIO CAPITAL MANAGEMENT, LLC
CRD 162500
NY$338.7M—Morgan Stanley→
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo→
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo→
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley→
B58KINGSFORD CAPITAL MANAGEMENT, LLC
CRD 161445
CA$127.0M—Morgan Stanley→
B58CRESCENT PARK MANAGEMENT, L.P.
CRD 172326
CA$234.4M—Morgan Stanley→
B58FLIGHT DECK CAPITAL, LP
CRD 311353
CA$358.7M—Morgan Stanley→
B57AREX CAPITAL MANAGEMENT, LP
CRD 289595
NY$99.4M—Morgan Stanley→
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
B56SEVEN SIX CAPITAL MANAGEMENT, LLC
CRD 299257
NY$185.6M—Morgan Stanley→
B56BERINGEA, LLC
CRD 161803
MI$269.9M—Wells Fargo→
B56CARLSON CAPITAL, L.P.
CRD 118156
TX$343.8M1Wells Fargo→
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo→
B55MILLENNIUM INVESTMENT SERVICES
CRD 108744
CA$153.9M1Interactive Brokers→
B55YOST CAPITAL MANAGEMENT, LP
CRD 153082
TX$189.3M—Morgan Stanley→
B55MICROVEST CAPITAL MANAGEMENT, LLC
CRD 153395
DC$140.3M—Wells Fargo→
B55JOYCE WEALTH MANAGEMENT, LLC
CRD 325221
TX$483.1M3Wells Fargo→
B55SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD 332139
CA$424.6M2Wells Fargo→
B55INFANGER INVESTMENT TECHNOLOGY, LLC
CRD 112328
CA$494.9M1Wells Fargo→
B55FINANCIAL DESIGN GROUP, LLC
CRD 316103
NE$113.4M2Wells Fargo→
B54CADEN CAPITAL PARTNERS, LP
CRD 317442
—$340.0M—Morgan Stanley→
B54DRAKE CAPITAL ADVISORS LLC
CRD 136716
CT$713.4M—Interactive Brokers→