SourcingSourcing
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23 firms
ActiveState: IL×State: IN×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing→
B64NEW VERNON INVESTMENT MANAGEMENT LLC
CRD 160247
IL$115.5M—Pershing→
B58SOUTH GEORGIA CAPITAL, LLC
CRD 146765
IL$134.0M2Pershing→
B55SIGNATURE FINANCIAL SERVICES, LTD
CRD 123729
IL$274.0M13Pershing→
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing→
C44COZAD ASSET MANAGEMENT INC
CRD 104764
IL$2.62B20Pershing→
C40MONARCH CAPITAL MANAGEMENT INC
CRD 106244
IN$495.7M4Pershing→
C40QRG CAPITAL MANAGEMENT, INC.
CRD 305277
IL$11.41B2Pershing→
C39SAVANT INVESTMENT ADVISERS, INC.
CRD 121794
IL$162.5M3Pershing→
C38FDX ADVISORS, INC.
CRD 104601
IL$832.8M—Pershing→
C37NEW VERNON WEALTH MANAGEMENT LLC
CRD 164775
IL$781.0M1Pershing→
C36PRECISE INVESTMENT MANAGEMENT, INC.
CRD 282557
IL$186.3M8Pershing→
C36PORT CAPITAL LLC
CRD 206517
IL$2.85B1Pershing→
C35ENVESTNET ASSET MANAGEMENT, INC.
CRD 111694
IL$614.93B50Pershing→
C33ONEAMERICA SECURITIES, INC.
CRD 4173
IN$306.1M50Pershing→
C33TENET WEALTH PARTNERS, LLC
CRD 339818
IL$03Pershing→
C32BENCHMARK INVESTMENT ADVISORS LLC
CRD 159705
IL$329.2M3Pershing→
C31ARCHFORD CAPITAL STRATEGIES, LLC
CRD 164482
IL$1.49B16Pershing→
C28SAPIENT CAPITAL LLC
CRD 324899
IN$13.76B33Pershing→
C26MWA FINANCIAL SERVICES, INC.
CRD 112630
IL$640.0M50Pershing→
C22SCHMIDT, JACOB AARON
CRD 121034
IN$212.6M7Pershing→
C22WISHBONE MANAGEMENT, LP
CRD 283479
IL$1.12B—Pershing→
C16FLOWSTRAT FINANCIAL PLANNING, LLC
CRD 304041
IL——Pershing→