ScoreFirmStateAUMAdvisorsCustodian
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing
B62IBS CAPITAL LLC
CRD 160585
MA$123.0MPershing
C44GRITSTONE ASSET MANAGEMENT LLC
CRD 298500
MD$114.9M3Pershing
C42HARBOR INVESTMENT ADVISORY, LLC
CRD 151085
MD$6.87B32Pershing
C41BEATON MANAGEMENT CO INC
CRD 104728
MA$445.7MPershing
C40SOAPSTONE MANAGEMENT L.P.
CRD 162936
MD$610.1MPershing
C3971 WEST CAPITAL PARTNERS, LLC
CRD 338756
MA$5.51B6Pershing
C38KANAME CAPITAL, L.P.
CRD 300565
MA$319.7MPershing
C30MOODY ALDRICH PARTNERS, LLC
CRD 106920
MA$864.3M2Pershing
C24JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
CRD 174433
MA$2.20B50Pershing
C20BOLTON SECURITIES CORP
CRD 129376
MA$8.28B50Pershing
C20CRAWFORD FUND MANAGEMENT, LLC
CRD 158659
MA$356.1M3Pershing