SourcingSourcing
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24 firms
ActiveState: NJ×State: SC×State: MO×Custodian: Northern Trust×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
B53THE YANKER GROUP, INC.
CRD 281364
MO$296.4M5LPL Financial→
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial→
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial→
C47KRAFT, DAVIS & ASSOCIATES, LLC
CRD 175085
MO$768.5M6LPL Financial→
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial→
C41ASHE CAPITAL MANAGEMENT, LP
CRD 169616
NJ$1.04B—Northern Trust→
C41DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD 118261
MO$585.9M4LPL Financial→
C35ASCENSION INVESTMENT MANAGEMENT, LLC
CRD 159767
MO$40.83B—Northern Trust→
C35HUDSON EDGE INVESTMENT PARTNERS, INC.
CRD 104870
NJ$2.95B1Northern Trust→
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial→
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial→
C31SHREWSBURY RIVER CAPITAL LP
CRD 289785
NJ$757.5M—Northern Trust→
C28MBM WEALTH CONSULTANTS, LLC
CRD 169091
MO$476.7M10LPL Financial→
C28ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744
NJ$859.8M19LPL Financial→
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial→
C25CORNERSTONE WEALTH MANAGEMENT, LLC
CRD 164666
MO$4.93B50LPL Financial→
C25CONVERGENCE FINANCIAL, LLC
CRD 304146
MO$904.0M24LPL Financial→
C24VAN LEEUWEN & COMPANY, LLC
CRD 126447
NJ——LPL Financial→
C21CORE COMPLIANCE GROUP, LLC
CRD 306661
SC$338.4M10LPL Financial→
C19NISA INVESTMENT ADVISORS, LLC
CRD 107313
MO$343.89B50Northern Trust→