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28 firms
ActiveState: VA×State: UT×Custodian: Pershing×Custodian: Wells Fargo×Custodian: JPMorgan×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing→
B53MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD 147529
VA$522.1M5Pershing→
B51TAYLOR FINANCIAL GROUP, INC.
CRD 116744
VA$410.0M4Pershing→
C49INTEGRATED FINANCIAL SOLUTIONS, INC.
CRD 112038
VA$303.3M8Pershing→
C47NORTON CAPITAL MANAGEMENT, INC.
CRD 110398
VA$136.6M1Pershing→
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo→
C45PLUSTICK MANAGEMENT LLC
CRD 173707
VA$280.8M—JPMorgan→
C44EJF CAPITAL LP
CRD 138854
VA$6.10B—JPMorgan→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C43AEGIS FINANCIAL CORPORATION
CRD 111587
VA$1.37B2Pershing→
C43CASSADAY & CO WEALTH MANAGEMENT LLC
CRD 317672
VA$7.14B43Pershing→
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7M—Wells Fargo→
C41EVR RESEARCH LP
CRD 283385
VA$365.0M—Pershing→
C37GENESIS PRIVATE WEALTH, LLC
CRD 315692
VA$482.4M6Wells Fargo→
C35HARBOUR CAPITAL ADVISORS, LLC
CRD 157266
VA$701.1M4Pershing→
C29CJM WEALTH ADVISERS, LTD.
CRD 107750
VA$1.47B12Pershing→
C29DAVENPORT & COMPANY LLC
CRD 1588
VA$24.70B50Pershing→
C28WASHINGTON HARBOUR PARTNERS LP
CRD 309915
VA$4.73B—JPMorgan→
C25BROWN | MILLER WEALTH MANAGEMENT, LLC
CRD 305742
VA$991.1M11Wells Fargo→
C24MASON INVESTMENT ADVISORY SERVICES INC
CRD 111113
VA$15.67B32Pershing→
C23THE CYNOSURE GROUP
CRD 281399
UT$9.85B15Wells Fargo→
C22SANDS CAPITAL ALTERNATIVES, LLC
CRD 155517
VA$5.41B—JPMorgan→
C22OXFORD FINANCE ADVISORS, LLC
CRD 304433
VA$2.41B—Wells Fargo→
C21VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD 311248
VA$393.8M3Wells Fargo→
C19SOLIDARITY WEALTH, LLC
CRD 315843
UT$704.2M9Pershing→
C19KEYSTONE NATIONAL GROUP, LLC
CRD 142885
UT$2.50B—Wells Fargo→
C17QUAD-C MANAGEMENT, INC.
CRD 161395
VA$3.55B—JPMorgan→
C15NAVY FEDERAL INVESTMENT SERVICES, LLC
CRD 138459
VA$2.10B50Pershing→