SourcingSourcing
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22 firms
ActiveState: AZ×State: GA×Custodian: Pershing×Custodian: Folio Institutional×Custodian: Goldman Sachs×clear all
ScoreFirmStateAUMAdvisorsCustodian
A72MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
GA$115.7M3Pershing→
B60THE STRATEGIC FINANCIAL ALLIANCE, INC.
CRD 126514
GA$382.0M50Pershing→
B56PHORCYS CAPITAL PARTNERS, LLC
CRD 285635
GA$191.5M—Pershing→
B51RIDGE CAPITAL MANAGEMENT, LLC
CRD 127200
GA$186.0M3Pershing→
C45BRADLEY WEALTH LLC
CRD 131808
AZ$196.7M3Pershing→
C43WILLIS INVESTMENT COUNSEL INC
CRD 111042
GA$4.23B6Pershing→
C42MAESTRIA PARTNERS LLC
CRD 328822
GA$350.4M—Pershing→
C40ABLE FINANCIAL GROUP, LLC
CRD 323646
AZ$732.9M9Pershing→
C39PRCE MANAGEMENT LLC
CRD 312533
GA$22.2M—Pershing→
C39ABLES, IANNONE, MOORE & ASSOCIATES, INC.
CRD 126942
GA$258.7M5Pershing→
C38FSAM LLC
CRD 287851
GA$138.4M15Pershing→
C37GMT CAPITAL CORP.
CRD 160404
GA$6.90B—Goldman Sachs→
C36GALLOWAY ASSET MANAGEMENT LLC
CRD 141091
AZ$17.9M26Pershing→
C34BOONE CAPITAL MANAGEMENT LLC
CRD 316230
GA$963.2M—Goldman Sachs→
C32J. P. DAVIS, INC.
CRD 289548
AZ$242.0M4Pershing→
C27GID MULTIFAMILY INVESTMENT MANAGEMENT LLC
CRD 329225
GA$5.89B—Folio Institutional→
C27PFS INVESTMENTS INC.
CRD 10111
GA$15.54B50Pershing→
C24BALENTINE LLC
CRD 152511
GA$5.54B16Pershing→
C22CORTLAND INVESTMENT MANAGEMENT, LLC
CRD 299369
GA$5.67B—Folio Institutional→
C21BDT & ASSOCIATES, INC.
CRD 288008
AZ$371.1M11Pershing→
C18S.E. THORN & CO.
CRD 113754
AZ—4Pershing→
C15ASTEROZOA MANAGEMENT LLC
CRD 316870
AZ$103.9M3Pershing→