SourcingSourcing
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11 firms
ActiveState: WI×State: TN×State: NC×Custodian: Northern Trust×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo→
C46CUSHING CAPITAL PARTNERS, LLC
CRD 313497
WI$274.7M2Wells Fargo→
C41BKM WEALTH MANAGEMENT, LLC
CRD 323928
WI$651.8M6Wells Fargo→
C40SAPERE WEALTH MANAGEMENT, LLC
CRD 119598
NC$604.8M8Northern Trust→
C38THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
CRD 114471
NC$487.1M5Wells Fargo→
C33MORGAN CREEK CAPITAL MANAGEMENT, LLC
CRD 138401
NC$1.79B—Northern Trust→
C32TRADEWINDS, LLC
CRD 316415
NC$659.4M10Wells Fargo→
C30NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
CRD 307865
WI$323.08B—Northern Trust→
C26CC MANAGEMENT GP, LLC
CRD 168693
NC$1.39B—Wells Fargo→
C23ABSHER WEALTH MANAGEMENT, LLC
CRD 304642
NC$1.26B7Wells Fargo→
C23WELLS FARGO INVESTMENT INSTITUTE, INC.
CRD 133204
NC$43.00B49Wells Fargo→