SourcingSourcing
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56 firms
ActiveState: MA×State: PA×State: IL×Custodian: Morgan Stanley×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C48ARK ADVISORS LLC
CRD 167456
IL$195.6M2Wells Fargo→
C46GAME CREEK CAPITAL, LP
CRD 158973
MA$329.0M—Morgan Stanley→
C46EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
MA$442.3M—Morgan Stanley→
C45SHEFFIELD ASSET MANAGEMENT, L.L.C.
CRD 137065
IL$151.7M—Morgan Stanley→
C45TRIGRAN INVESTMENTS, INC.
CRD 155200
IL$533.2M—Wells Fargo→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
C43TRADELINK CAPITAL LLC
CRD 161971
IL$267.8M—Morgan Stanley→
C42CORDATUS WEALTH MANAGEMENT LLC
CRD 282871
PA$630.4M6Wells Fargo→
C40RUBENSTEIN PARTNERS, L.P.
CRD 156988
PA$378.9M—Wells Fargo→
C40GLOBAL BETA ADVISORS LLC
CRD 298176
PA$28.8M1Wells Fargo→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C39ROMANO BROTHERS AND COMPANY
CRD 3215
IL$1.54B13Wells Fargo→
C38RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC.
CRD 323846
PA$167.2M3Wells Fargo→
C38CALAMOS ADVISORS LLC
CRD 105758
IL$43.89B41Morgan Stanley→
C38CIM INVESTMENT MANAGEMENT INC
CRD 106292
PA$1.28B—Morgan Stanley→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C33SG CAPITAL MANAGEMENT LLC
CRD 134471
IL$1.38B1Wells Fargo→
C32ALTERNATIVE INVESTMENT RESOURCE, LLC
CRD 288165
IL$754.2M—Wells Fargo→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04B—Wells Fargo→
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley→
C28GILLSON CAPITAL LP
CRD 284079
IL$2.07B—Morgan Stanley→
C28HILL CITY CAPITAL LP
CRD 306709
MA$4.86B—Morgan Stanley→
C26WHALE ROCK CAPITAL MANAGEMENT LLC
CRD 140746
MA$12.97B—Morgan Stanley→
C26BERKSHIRE PARTNERS LLC
CRD 160675
MA$29.00B—Morgan Stanley→
C26CORTEN REAL ESTATE MANAGEMENT LLC
CRD 321897
PA$457.4M—Wells Fargo→
C26PATRIOT FINANCIAL MANAGER, L.P.
CRD 159818
PA$1.13B—Morgan Stanley→
C26DOLAN MCENIRY CAPITAL MANAGEMENT LLC
CRD 108658
IL$13.76B—Morgan Stanley→
C25SBB RESEARCH GROUP LLC
CRD 161109
IL$3.26B1Morgan Stanley→
C25GEM CAPITAL, L.P.
CRD 157210
IL$6.28B—Morgan Stanley→
C25LBC CREDIT MANAGEMENT, L.P.
CRD 157628
PA$3.24B—Wells Fargo→
C25POLARIS GROWTH MANAGEMENT, LLC
CRD 297431
MA$4.22B—Morgan Stanley→
C25ARDEN FUND MANAGEMENT, LLC
CRD 164662
PA$1.11B—Wells Fargo→
C25SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
CRD 175100
MA$4.62B—Morgan Stanley→
C25HEARD CAPITAL LLC
CRD 297176
IL$2.40B2Morgan Stanley→
C25ATREIDES MANAGEMENT, LP
CRD 301152
MA$8.94B—Morgan Stanley→
C24BOSTON MANAGEMENT AND RESEARCH
CRD 104853
MA$154.73B—Morgan Stanley→
C23TENSOR EDGE CAPITAL, LLC
CRD 335633
MA$584.8M—Morgan Stanley→
C22MORGAN STANLEY AIP GP LP
CRD 117050
PA$40.85B—Morgan Stanley→
C22HIGHVISTA STRATEGIES LLC
CRD 155759
MA$9.10B—Morgan Stanley→
C22WIND POINT ADVISORS LLC
CRD 156485
IL$8.58B—Wells Fargo→
C22ARGOSY CAPITAL GROUP, LLC
CRD 160212
PA$3.74B—Morgan Stanley→
C22GHISALLO CAPITAL MANAGEMENT LLC
CRD 309856
MA$4.89B—Morgan Stanley→
C19CALLODINE CAPITAL MANAGEMENT, LP
CRD 297115
MA$2.03B—Morgan Stanley→
C19EVENTIDE ASSET MANAGEMENT, LLC
CRD 147110
MA$7.38B1Morgan Stanley→