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74 firms
ActiveState: MA×State: GA×State: FL×Custodian: Morgan Stanley×Custodian: Wells Fargo×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
A66MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
CRD 287547
FL$88.7M—Interactive Brokers→
A66SUCCESSFUL PORTFOLIOS LLC
CRD 152429
FL$281.5M3Interactive Brokers→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C50LANDMARK INVESTMENT PARTNERS, L.P.
CRD 329543
FL$124.9M—Morgan Stanley→
C49NILES INVESTMENT MANAGEMENT, LLC
CRD 329384
FL$185.5M1Morgan Stanley→
C49OBION CAPITAL MANAGEMENT LP
CRD 329954
FL$129.0M—Morgan Stanley→
C48ARSENAL VENTURE PARTNERS, INC.
CRD 160426
FL$393.8M—Morgan Stanley→
C46GAME CREEK CAPITAL, LP
CRD 158973
MA$329.0M—Morgan Stanley→
C46EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
MA$442.3M—Morgan Stanley→
C46FLATIRON FUND MANAGEMENT LP
CRD 331871
FL$27.3M—Interactive Brokers→
C46LYNK CAPITAL MANAGEMENT COMPANY, LLC
CRD 329038
FL$359.6M—Morgan Stanley→
C45DEUTERIUM CAPITAL MANAGEMENT, LLC
CRD 294051
FL$603.7M—Morgan Stanley→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
C45TREMBLANT CAPITAL LP
CRD 138743
FL$744.6M—Morgan Stanley→
C42OCTOGONE NA, LLC
CRD 322478
FL$469.7M1Morgan Stanley→
C41MELODEON CAPITAL PARTNERS, LP
CRD 300896
FL$340.6M—Wells Fargo→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C39GATOR CAPITAL MANAGEMENT, LLC
CRD 147067
FL$751.1M3Interactive Brokers→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C37CAPITAL Z PARTNERS MANAGEMENT, LLC
CRD 157048
FL$1.94B—Morgan Stanley→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C35ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC
CRD 159393
FL$679.5M—Wells Fargo→
C35RK CAPITAL MANAGEMENT, LLC
CRD 314175
FL$1.72B—Interactive Brokers→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C34CORRY CAPITAL ADVISORS, LLC
CRD 165403
FL$2.01B—Wells Fargo→
C33FOREST AVENUE CAPITAL MANAGEMENT LP
CRD 321948
FL$2.41B—Morgan Stanley→
C32SUN CAPITAL ADVISORS, L.P.
CRD 155109
FL$5.84B—Wells Fargo→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C31MIRI CAPITAL MANAGEMENT LLC
CRD 311308
MA$929.7M—Interactive Brokers→
C31FOREST INVESTMENT ASSOCIATES L.P.
CRD 110163
GA$5.24B—Wells Fargo→
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04B—Wells Fargo→
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley→
C30DUBIN CLARK & COMPANY, INC
CRD 282733
FL$425.2M—Wells Fargo→
C29LITTLE HARBOR ADVISORS, LLC
CRD 168700
MA$242.6M1Interactive Brokers→
C28AMUNI FINANCIAL, INC.
CRD 8365
FL$194.6M21Wells Fargo→
C28VERDAD ADVISERS, L.P.
CRD 171048
MA$1.18B—Interactive Brokers→
C28HILL CITY CAPITAL LP
CRD 306709
MA$4.86B—Morgan Stanley→
C28KINETIC PARTNERS MANAGEMENT, LP
CRD 318097
FL$4.73B—Morgan Stanley→
C27EQUITY INVESTMENT CORPORATION
CRD 283930
GA$3.51B16Wells Fargo→
C27QTRON INVESTMENTS LLC
CRD 285608
MA$1.23B2Interactive Brokers→
C26ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
CRD 116719
GA$28.64B5Morgan Stanley→
C26WHALE ROCK CAPITAL MANAGEMENT LLC
CRD 140746
MA$12.97B—Morgan Stanley→
C26BAYVIEW ASSET MANAGEMENT, LLC
CRD 157053
FL$64.21B—Wells Fargo→
C26BERKSHIRE PARTNERS LLC
CRD 160675
MA$29.00B—Morgan Stanley→
C26COMMUNITY CAPITAL MANAGEMENT, LLC
CRD 109368
FL$7.00B2Morgan Stanley→
C25OCCUDO QUANTITATIVE STRATEGIES LP
CRD 310070
FL$2.22B—Morgan Stanley→
C25POLARIS GROWTH MANAGEMENT, LLC
CRD 297431
MA$4.22B—Morgan Stanley→
C25ELION PARTNERS, LLC
CRD 170483
FL$1.41B—Wells Fargo→
C25SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
CRD 175100
MA$4.62B—Morgan Stanley→