SourcingSourcing
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11 firms
ActiveState: AZ×Custodian: Pershing×Custodian: Folio Institutional×Custodian: JPMorgan×clear all
ScoreFirmStateAUMAdvisorsCustodian
B54ASCENT CAPITAL PARTNERS, LLC
CRD 291218
AZ$172.0M8JPMorgan→
C45BRADLEY WEALTH LLC
CRD 131808
AZ$196.7M3Pershing→
C40INDIGO PARTNERS LLC
CRD 163648
AZ$1.66B—JPMorgan→
C40ABLE FINANCIAL GROUP, LLC
CRD 323646
AZ$732.9M9Pershing→
C40SOCIAL LEVERAGE ADVISORS, LLC
CRD 292690
AZ$443.7M—JPMorgan→
C36GALLOWAY ASSET MANAGEMENT LLC
CRD 141091
AZ$17.9M26Pershing→
C32J. P. DAVIS, INC.
CRD 289548
AZ$242.0M4Pershing→
C26GI MANAGER L.P.
CRD 161573
AZ$35.74B—JPMorgan→
C21BDT & ASSOCIATES, INC.
CRD 288008
AZ$371.1M11Pershing→
C18S.E. THORN & CO.
CRD 113754
AZ—4Pershing→
C15ASTEROZOA MANAGEMENT LLC
CRD 316870
AZ$103.9M3Pershing→