SourcingSourcing
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9 firms
ActiveState: AL×Custodian: Raymond James×Custodian: Hilltop Securities×Custodian: Fidelity×clear all
ScoreFirmStateAUMAdvisorsCustodian
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9M—Fidelity→
C41STEADMONT ADVISORS, LLC
CRD 328882
AL$430.7M4Fidelity→
C39LONGVIEW FINANCIAL ADVISORS, INC.
CRD 122451
AL$208.2M3Fidelity→
C37FAIRVOY PRIVATE WEALTH, LLC
CRD 329636
AL$605.1M6Fidelity→
C36SOUTHERN FINANCIAL GROUP, LLC
CRD 142644
AL$1.05B3Fidelity→
C35STRAUSS WEALTH ADVISING, INC.
CRD 310512
AL$276.0M3Fidelity→
C34MARBLE WEALTH, LLC
CRD 335291
AL$1.05B5Fidelity→
C26MELD FINANCIAL, INC.
CRD 118896
AL$776.4M10Fidelity→
C24KEEL POINT, LLC
CRD 127902
AL$3.46B47Fidelity→