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14 firms
ActiveState: MA×State: IN×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing→
B62IBS CAPITAL LLC
CRD 160585
MA$123.0M—Pershing→
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing→
C41BEATON MANAGEMENT CO INC
CRD 104728
MA$445.7M—Pershing→
C40MONARCH CAPITAL MANAGEMENT INC
CRD 106244
IN$495.7M4Pershing→
C3971 WEST CAPITAL PARTNERS, LLC
CRD 338756
MA$5.51B6Pershing→
C38KANAME CAPITAL, L.P.
CRD 300565
MA$319.7M—Pershing→
C33ONEAMERICA SECURITIES, INC.
CRD 4173
IN$306.1M50Pershing→
C30MOODY ALDRICH PARTNERS, LLC
CRD 106920
MA$864.3M2Pershing→
C28SAPIENT CAPITAL LLC
CRD 324899
IN$13.76B33Pershing→
C24JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
CRD 174433
MA$2.20B50Pershing→
C22SCHMIDT, JACOB AARON
CRD 121034
IN$212.6M7Pershing→
C20BOLTON SECURITIES CORP
CRD 129376
MA$8.28B50Pershing→
C20CRAWFORD FUND MANAGEMENT, LLC
CRD 158659
MA$356.1M3Pershing→