SourcingSourcing
Filters5▾
9 firms
ActiveState: IA×State: OR×Custodian: Raymond James×Custodian: Folio Institutional×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B52EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
OR$808.9M—Pershing→
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James→
C48WAGNER FINANCIAL, LLC
CRD 318448
OR$144.7M1Pershing→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C34JENSEN INVESTMENT MANAGEMENT INC
CRD 105281
OR$6.48B5Pershing→
C31TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD 107319
IA$18.83B39Pershing→
C28CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 128097
OR$266.1M7Pershing→
C21BASEPOINT WEALTH, LLC
CRD 289538
IA$883.8M13Pershing→