SourcingSourcing
Filters5▾
15 firms
ActiveState: NC×State: TN×State: IN×Custodian: Pershing×Custodian: Goldman Sachs×clear all
ScoreFirmStateAUMAdvisorsCustodian
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0M—Pershing→
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing→
C46UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592
NC$337.8M17Pershing→
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing→
C40MONARCH CAPITAL MANAGEMENT INC
CRD 106244
IN$495.7M4Pershing→
C36POINTER MANAGEMENT, LLC
CRD 156810
TN$2.79B1Goldman Sachs→
C34FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777
NC$465.1M50Pershing→
C33CASSIA CAPITAL PARTNERS LLC
CRD 159911
NC$251.2M4Pershing→
C33ONEAMERICA SECURITIES, INC.
CRD 4173
IN$306.1M50Pershing→
C32CREATIVE INVESTMENT GROUP LLC
CRD 334028
TN$209.0M6Pershing→
C31FIRST CITIZENS INVESTOR SERVICES, INC.
CRD 44430
NC$2.63B50Pershing→
C28SAPIENT CAPITAL LLC
CRD 324899
IN$13.76B33Pershing→
C27HORIZON INVESTMENTS LLC
CRD 109552
NC$8.47B27Pershing→
C22SCHMIDT, JACOB AARON
CRD 121034
IN$212.6M7Pershing→
C17FINANCIAL SYMMETRY INCORPORATED
CRD 118443
NC$1.54B15Pershing→