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590 firms
ActiveCustodian: Morgan Stanley×Custodian: Wells Fargo×Custodian: Shareholders Service Group×clear all
ScoreFirmStateAUMAdvisorsCustodian
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→
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0M—Morgan Stanley→
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→
B63CLEARFIELD CAPITAL MANAGEMENT LP
CRD 174981
NY$240.2M—Morgan Stanley→
B60CANDELO CAPITAL MANAGEMENT LP
CRD 307389
NY$178.1M—Morgan Stanley→
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→
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→
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→
B54POLITAN CAPITAL MANAGEMENT, L.P.
CRD 316047
—$855.7M—Morgan Stanley→
B53LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD 164136
CA$200.9M3Wells Fargo→
B53WATERFRONT CAPITAL PARTNERS LLC
CRD 167801
NY$99.3M—Morgan Stanley→
B53PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
CRD 173288
CA$141.5M—Morgan Stanley→
B53SWISS USADVISORS LTD.
CRD 158706
—$250.0M—Wells Fargo→
B53SARISSA CAPITAL MANAGEMENT LP
CRD 167244
CT$298.3M—Morgan Stanley→
B53GUILBAULT CAPITAL LLC
CRD 331160
LA$303.8M2Wells Fargo→
B53CRESTWOOD CAPITAL MANAGEMENT, L.P.
CRD 160807
NY$263.0M—Morgan Stanley→
B52BRANT POINT INVESTMENT MANAGEMENT LLC
CRD 157572
NY$453.3M—Wells Fargo→
B52UNOFFICIAL MANAGEMENT, INC.
CRD 306409
NY$729.2M—Morgan Stanley→
B52CP CAPITAL (US) PARTNERS LP
CRD 158979
NY$393.6M—Wells Fargo→
B51HUDSON EXECUTIVE CAPITAL LP
CRD 175032
NY$178.1M—Morgan Stanley→
B50CWCI LLC
CRD 144535
DC$255.5M—Wells Fargo→