SourcingSourcing
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10 firms
ActiveState: NJ×State: SC×State: OR×Custodian: Northern Trust×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
C44LITTLEJOHN FINANCIAL SERVICES, INC
CRD 155113
OR$171.3M4Wells Fargo→
C41ASHE CAPITAL MANAGEMENT, LP
CRD 169616
NJ$1.04B—Northern Trust→
C40HENNION & WALSH ASSET MANAGEMENT, INC.
CRD 126236
NJ$768.8M50Wells Fargo→
C36DVSM, LP
CRD 160800
OR$1.89B—Wells Fargo→
C35HUDSON EDGE INVESTMENT PARTNERS, INC.
CRD 104870
NJ$2.95B1Northern Trust→
C31SHREWSBURY RIVER CAPITAL LP
CRD 289785
NJ$757.5M—Northern Trust→
C29REDWOOD FINANCIAL PLANNING, LLC
CRD 291250
NJ$388.8M4Wells Fargo→
C24POETIC GROUP LLC
CRD 293886
NJ$802.5M—Wells Fargo→
C19WATERMARK GROUP, INC.
CRD 108272
NJ$3.82B—Wells Fargo→