ScoreFirmStateAUMAdvisorsCustodian
C49ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816
MO$345.7M3Wells Fargo
C41COLLEGIATE PEAKS ASSET MANAGEMENT, LLC
CRD 322086
CO$365.1MNorthern Trust
C381888 INVESTMENTS, LLC
CRD 312491
CO$5.91BNorthern Trust
C37WELLS FARGO CLEARING SERVICES, LLC
CRD 19616
MO$671.42B50Wells Fargo
C36FOUNDRY GROUP, LLC
CRD 159541
CO$3.50BWells Fargo
C36BRADY FAMILY WEALTH, LLC
CRD 315635
MO$312.7M3Wells Fargo
C36TRUENORTH WEALTH & IMPACT, LLC
CRD 321238
MO$456.2M3Wells Fargo
C35ASCENSION INVESTMENT MANAGEMENT, LLC
CRD 159767
MO$40.83BNorthern Trust
C31BEAR CREEK FUND ADVISORS LLC
CRD 329844
CO$282.5M7Northern Trust
C28CONFLUENCE INVESTMENT MANAGEMENT LLC
CRD 146019
MO$6.72B8Wells Fargo
C28WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP
CRD 143980
CO$1.98BWells Fargo
C23FOURTHSTONE LLC
CRD 169067
MO$1.22BWells Fargo
C23WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CRD 11025
MO$252.25B50Wells Fargo
C21DELTA-V CAPITAL, LLC
CRD 161800
CO$1.57B2Wells Fargo
C19NISA INVESTMENT ADVISORS, LLC
CRD 107313
MO$343.89B50Northern Trust
C19WALKER & DUNLOP INVESTMENT PARTNERS, INC.
CRD 165022
CO$2.70BWells Fargo