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74 firms
ActiveState: MA×State: GA×State: TX×Custodian: Morgan Stanley×Custodian: Wells Fargo×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B56CARLSON CAPITAL, L.P.
CRD 118156
TX$343.8M1Wells Fargo→
B55YOST CAPITAL MANAGEMENT, LP
CRD 153082
TX$189.3M—Morgan Stanley→
B55JOYCE WEALTH MANAGEMENT, LLC
CRD 325221
TX$483.1M3Wells Fargo→
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C50BUCKHORN RESOURCES, LP
CRD 226647
TX$248.5M—Wells Fargo→
C49BRAESIDE INVESTMENTS, LLC
CRD 131184
TX$139.4M2Interactive Brokers→
C49SHELTON WEALTH MANAGEMENT, LLC
CRD 312686
TX$364.5M4Wells Fargo→
C46GAME CREEK CAPITAL, LP
CRD 158973
MA$329.0M—Morgan Stanley→
C46HODGES CAPITAL MANAGEMENT INC
CRD 110080
TX$1.24B10Wells Fargo→
C46EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
MA$442.3M—Morgan Stanley→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
C44DURATION ASSET MANAGEMENT, LLC
CRD 298651
TX$1.58B3Interactive Brokers→
C44SAROFIM REALTY ADVISORS LLC
CRD 106931
TX$1.16B—Wells Fargo→
C43RHODES INVESTMENT ADVISORS, INC.
CRD 114245
TX$376.3M9Wells Fargo→
C40PROSPERA FINANCIAL SERVICES, INC.
CRD 10740
TX$12.44B50Wells Fargo→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C39SHOTEN CAPITAL LP
CRD 339620
TX$622.4M—Morgan Stanley→
C39ARVIN CAPITAL MANAGEMENT LP
CRD 315672
TX$953.4M—Morgan Stanley→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C38ROG VI L.L.C.
CRD 285639
TX$561.3M—Wells Fargo→
C36PROEM ADVISORS LLC
CRD 300404
TX$474.1M—Morgan Stanley→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C35QUANTUM ADVISERS, LLC
CRD 160267
TX$490.6M—Wells Fargo→
C34GFS ADVISORS LLC
CRD 143110
TX$3.76B10Morgan Stanley→
C33EIGHT PARTNERS VC, LLC
CRD 283031
TX$13.38B—Morgan Stanley→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C31MIRI CAPITAL MANAGEMENT LLC
CRD 311308
MA$929.7M—Interactive Brokers→
C31SATURN V CAPITAL MANAGEMENT LP
CRD 316649
TX$793.2M1Morgan Stanley→
C31FOREST INVESTMENT ASSOCIATES L.P.
CRD 110163
GA$5.24B—Wells Fargo→
C31PROSIGHT MANAGEMENT, LP
CRD 148791
TX$1.04B1Wells 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→
C29RIDGEWOOD ENERGY CORPORATION
CRD 142136
TX$3.28B—Wells Fargo→
C29LITTLE HARBOR ADVISORS, LLC
CRD 168700
MA$242.6M1Interactive Brokers→
C28VERDAD ADVISERS, L.P.
CRD 171048
MA$1.18B—Interactive Brokers→
C28BWCP, LP
CRD 305638
TX$1.23B—Morgan Stanley→
C28HILL CITY CAPITAL LP
CRD 306709
MA$4.86B—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→
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→
C25AFFINIUS CAPITAL ADVISORS LLC
CRD 316030
TX$31.11B—Wells Fargo→
C24LEAFHOUSE FINANCIAL ADVISORS, LLC
CRD 149694
TX$24.09B8Wells Fargo→
C24BOSTON MANAGEMENT AND RESEARCH
CRD 104853
MA$154.73B—Morgan Stanley→