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125 firms
ActiveState: WI×State: TN×Custodian: Northern Trust×Custodian: Interactive Brokers×Custodian: E*Trade×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade→
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*Trade→
B59STERLING CAPITAL MANAGEMENT INC
CRD 106822
WI$296.9M2E*Trade→
B59JOHN F SUBY WEALTH MANAGEMENT LLC
CRD 150824
WI$464.9M3E*Trade→
B59STRATEGIC WEALTH PARTNERS LLC
CRD 336564
TN$101.7M2E*Trade→
B57MEMPHIS CAPITAL MANAGEMENT, LLC
CRD 134522
TN$268.6M2E*Trade→
B57SOLAS BIOVENTURES MANAGEMENT, LLC
CRD 322344
TN$165.0M—E*Trade→
B57GENEVA PARTNERS, LLC
CRD 130768
WI$423.6M9E*Trade→
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade→
B57NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676
TN$2.21B7E*Trade→
B56STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD 332731
WI$168.2M3E*Trade→
B55CARDINAL WEALTH ADVISORY, LLC
CRD 136659
TN$273.2M2E*Trade→
B55H. C. DENISON CO.
CRD 1628
WI$310.0M4E*Trade→
B55INVESTMENT & RETIREMENT ADVISORS, LLC
CRD 131741
TN$138.6M2E*Trade→
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade→
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7M—E*Trade→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*Trade→
B52GEN CAP AMERICA, INC.
CRD 160042
TN$212.6M—E*Trade→
B51REMORA CAPITAL MANAGEMENT, LLC
CRD 316160
TN$268.6M—E*Trade→
B51LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
CRD 127618
TN$106.8M2E*Trade→
B51PLANROCK INVESTMENT MANAGEMENT, LLC
CRD 304803
TN$71.0M5E*Trade→
C49B. RILEY WEALTH PRIVATE SHARES, LLC
CRD 315851
TN$47.6M3E*Trade→
C48BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD 168956
WI$252.1M—E*Trade→
C48WEAVER C. BARKSDALE & ASSOCIATES, INC.
CRD 105098
TN$3.44B9E*Trade→
C46WISCONSIN WEALTH ADVISORS, LLC
CRD 145946
WI$157.6M3E*Trade→
C46MARTIN & COMPANY, INC
CRD 108718
TN$1.65B6E*Trade→
C461819 PARTNERS, LLC
CRD 326601
TN$207.1M1E*Trade→
C46THOROUGHBRED FINANCIAL SERVICES, LLC
CRD 47893
TN$4.04B44E*Trade→
C45EUDAIMONIA ASSET MANAGEMENT, LLC
CRD 299379
TN$246.9M1E*Trade→
C45MLG FUND MANAGER LLC
CRD 335692
WI$143.6M—E*Trade→
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9M—E*Trade→
C44TIGEROAK MANAGEMENT, LLC
CRD 330640
TN$481.2M6E*Trade→
C43IRONHORSE CAPITAL LLC
CRD 148572
TN$120.5M2E*Trade→
C43MALT PARTNERS MANAGEMENT LLC
CRD 337855
TN$36.3M—E*Trade→
C43KOM WEALTH MANAGEMENT GROUP, LLC
CRD 142682
WI$407.8M6E*Trade→
C43GREENSVIEW WEALTH MANAGEMENT LLC
CRD 297321
TN$121.1M—E*Trade→
C42SOUTHERNSUN ASSET MANAGEMENT LLC
CRD 154572
TN$749.4M1E*Trade→
C42WALNUT GROVE CAPITAL PARTNERS, LP
CRD 300721
TN$226.3M—E*Trade→
C42ILS ADVISORY SERVICES, LLC
CRD 333054
TN$1.58B—E*Trade→
C42COLLAR CAPITAL MANAGEMENT, LLC
CRD 152325
WI$176.3M4E*Trade→
C42PRESERVER PARTNERS LLC
CRD 152356
TN$175.7M—Interactive Brokers→
C41BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
CRD 298155
WI$195.2M—E*Trade→
C41FRIEDLANDER & CO INC
CRD 105150
WI$564.8M1E*Trade→
C41ASHDON INVESTMENT MANAGEMENT, LLC
CRD 130180
TN$425.1M2E*Trade→
C41COVE CAPITAL MANAGEMENT INC.
CRD 284649
TN$247.5M—E*Trade→
C40INTEGRITY CAPITAL MANAGEMENT LLC
CRD 142693
TN$180.5M4E*Trade→
C40HARBOUR INVESTMENTS, INC.
CRD 19258
WI$9.60B50E*Trade→
C40BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
CRD 269982
WI$22.4M—E*Trade→
C39CAPITAL SQUARE, LLC
CRD 286098
TN$449.9M11E*Trade→