SourcingSourcing
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14 firms
ActiveState: CO×Custodian: Northern Trust×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial→
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial→
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial→
B51CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
CO$327.3M10LPL Financial→
C46CAPITAL FINANCIAL GROUP, INC.
CRD 111709
CO$237.4M3LPL Financial→
C41COLLEGIATE PEAKS ASSET MANAGEMENT, LLC
CRD 322086
CO$365.1M—Northern Trust→
C381888 INVESTMENTS, LLC
CRD 312491
CO$5.91B—Northern Trust→
C38MARSHALL INVESTMENT MANAGEMENT, LLC
CRD 174817
CO$298.0M8LPL Financial→
C37DODDS WEALTH, LLC
CRD 323632
CO$706.2M7LPL Financial→
C32VARRA WEALTH MANAGEMENT LLC
CRD 324044
CO$305.6M7LPL Financial→
C31BEAR CREEK FUND ADVISORS LLC
CRD 329844
CO$282.5M7Northern Trust→
C28HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
CRD 286063
CO$279.5M4LPL Financial→
C25DENVER WEALTH MANAGEMENT, INC.
CRD 284868
CO$529.8M9LPL Financial→
C17AVANT-GARDE ADVISORS LLC
CRD 151527
CO——LPL Financial→