SourcingSourcing
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13 firms
ActiveState: KS×State: MN×State: UT×Custodian: Northern Trust×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
B60JORDANELLE CAPITAL, LLC
CRD 323676
UT$179.2M—Northern Trust→
B53WESTWOOD GLOBAL INVESTMENTS LLC
CRD 125012
UT$9.47B3Northern Trust→
C50DGV SOLUTIONS LP
CRD 174379
MN$944.4M—Northern Trust→
C43CARVAL CLO MANAGEMENT LLC
CRD 298135
MN$7.30B—Northern Trust→
C39TENCAP WEALTH COACHING, LLC
CRD 166130
UT$285.0M8Altruist→
C37WINSLOW CAPITAL MANAGEMENT LLC
CRD 106940
MN$28.66B1Northern Trust→
C31MOKAN WEALTH MANAGEMENT INC
CRD 328005
KS$250.3M2Altruist→
C30CHRISTENSEN GROUP FINANCIAL, LLC
CRD 318144
MN$24.8M5Altruist→
C29PETERSON PARTNERS, LLC
CRD 159450
UT$2.96B—Northern Trust→
C29RETIREMENT PORTFOLIOS, LLC
CRD 330289
KS$290.0M2Altruist→
C28KESLER, NORMAN & WRIDE, LLC
CRD 307667
UT$661.4M5Altruist→
C27AB CARVAL INVESTORS, LP
CRD 141819
MN$18.44B—Northern Trust→
C27CLEARWATER MANAGEMENT CO., INC.
CRD 105307
MN$4.68B—Northern Trust→