SourcingSourcing
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13 firms
ActiveState: OR×State: AL×State: SC×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing→
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing→
B52EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
OR$808.9M—Pershing→
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing→
C48WAGNER FINANCIAL, LLC
CRD 318448
OR$144.7M1Pershing→
C45AXIENT INVESTMENT ADVISORS LLC
CRD 336722
AL$454.0M13Pershing→
C40COOK & BYNUM CAPITAL MANAGEMENT, LLC
CRD 149454
AL$359.8M—Pershing→
C34JENSEN INVESTMENT MANAGEMENT INC
CRD 105281
OR$6.48B5Pershing→
C34STONEX ADVISORS INC.
CRD 174182
AL$5.09B50Pershing→
C32ANDERSON GROWTH PARTNERS, LLC
CRD 138600
AL$1.01B1Pershing→
C32BCR WEALTH STRATEGIES, LLC
CRD 119670
AL$528.1M7Pershing→
C28CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 128097
OR$266.1M7Pershing→