SourcingSourcing
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8 firms
ActiveState: OR×State: MO×State: IN×Custodian: Raymond James×Custodian: Folio Institutional×clear all
ScoreFirmStateAUMAdvisorsCustodian
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James→
C46GAP ASSET MANAGEMENT, LLC
CRD 309925
IN$287.0M—Folio Institutional→
C42MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
IN$02Raymond James→
C39SCOUT INVESTMENTS, INC.
CRD 111787
MO$36.57B3Raymond James→
C35EQUITY WEALTH PARTNERS, LLC
CRD 317224
MO$258.6M8Raymond James→
C33COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
CRD 128257
IN$595.6M12Raymond James→
C29COMPASS GROUP MANAGEMENT, LLC
CRD 317244
MO$801.5M—Folio Institutional→
C28WETZEL INVESTMENT ADVISORS, INC.
CRD 305301
IN$338.3M6Raymond James→