ScoreFirmStateAUMAdvisorsCustodian
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0MPershing
B62IBS CAPITAL LLC
CRD 160585
MA$123.0MPershing
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6MMorgan Stanley
C46GAME CREEK CAPITAL, LP
CRD 158973
MA$329.0MMorgan Stanley
C46UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592
NC$337.8M17Pershing
C46EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
MA$442.3MMorgan Stanley
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C41BEATON MANAGEMENT CO INC
CRD 104728
MA$445.7MPershing
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley
C3971 WEST CAPITAL PARTNERS, LLC
CRD 338756
MA$5.51B6Pershing
C38KANAME CAPITAL, L.P.
CRD 300565
MA$319.7MPershing
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9MMorgan Stanley
C34FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777
NC$465.1M50Pershing
C33CASSIA CAPITAL PARTNERS LLC
CRD 159911
NC$251.2M4Pershing
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3MMorgan Stanley
C31FIRST CITIZENS INVESTOR SERVICES, INC.
CRD 44430
NC$2.63B50Pershing
C30MOODY ALDRICH PARTNERS, LLC
CRD 106920
MA$864.3M2Pershing
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley
C28HILL CITY CAPITAL LP
CRD 306709
MA$4.86BMorgan Stanley
C27HORIZON INVESTMENTS LLC
CRD 109552
NC$8.47B27Pershing
C26WHALE ROCK CAPITAL MANAGEMENT LLC
CRD 140746
MA$12.97BMorgan Stanley
C26BERKSHIRE PARTNERS LLC
CRD 160675
MA$29.00BMorgan Stanley
C25POLARIS GROWTH MANAGEMENT, LLC
CRD 297431
MA$4.22BMorgan Stanley
C25SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
CRD 175100
MA$4.62BMorgan Stanley
C25ATREIDES MANAGEMENT, LP
CRD 301152
MA$8.94BMorgan Stanley
C24BOSTON MANAGEMENT AND RESEARCH
CRD 104853
MA$154.73BMorgan Stanley
C24JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
CRD 174433
MA$2.20B50Pershing
C24GRANVILLE CAPITAL, INC.
CRD 126679
NC$1.37B5Morgan Stanley
C23TENSOR EDGE CAPITAL, LLC
CRD 335633
MA$584.8MMorgan Stanley
C22HIGHVISTA STRATEGIES LLC
CRD 155759
MA$9.10BMorgan Stanley
C22GHISALLO CAPITAL MANAGEMENT LLC
CRD 309856
MA$4.89BMorgan Stanley
C20BOLTON SECURITIES CORP
CRD 129376
MA$8.28B50Pershing
C20CRAWFORD FUND MANAGEMENT, LLC
CRD 158659
MA$356.1M3Pershing
C19CALLODINE CAPITAL MANAGEMENT, LP
CRD 297115
MA$2.03BMorgan Stanley
C19EVENTIDE ASSET MANAGEMENT, LLC
CRD 147110
MA$7.38B1Morgan Stanley
C17FINANCIAL SYMMETRY INCORPORATED
CRD 118443
NC$1.54B15Pershing
C14WALLACE ADVISORS
CRD 119379
NCMorgan Stanley
C14FLYBRIDGE CAPITAL PARTNERS
CRD 161961
MAMorgan Stanley
C13FLOWPOINT CAPITAL PARTNERS, LP
CRD 281965
MAMorgan Stanley