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57 firms
ActiveState: MI×State: NY×Custodian: Raymond James×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
A68LANX MANAGEMENT, LLC
CRD 138305
NY$187.7M—Interactive Brokers→
A68R & R FINANCIAL PLANNERS, INC.
CRD 113291
NY$60.1M5Interactive Brokers→
B63DRYDEN CAPITAL, LLC
CRD 172648
NY$76.6M—Interactive Brokers→
B53FEENIX VENTURE PARTNERS, LLC
CRD 304152
NY$175.5M—Interactive Brokers→
B53WINTHROP PARTNERS - WPA, LLC
CRD 282102
NY$44.1M2Raymond James→
B53EQUILIBRIUM VENTURES, LLC
CRD 309164
NY$134.2M3Interactive Brokers→
B52GASAWAY INVESTMENT ADVISORS, INC.
CRD 123807
MI$173.1M4Raymond James→
B51ARROW INVESTMENT MANAGEMENT, LLC
CRD 334614
NY$85.6M—Raymond James→
B51PRINCETON VALUE PARTNERS LLC
CRD 313153
NY$57.4M2Interactive Brokers→
C49ALLIANCE CONSUMER GROWTH, LLC
CRD 163639
NY$857.9M—Raymond James→
C49GILEAD CAPITAL LP
CRD 282023
NY$39.1M—Interactive Brokers→
C48STONEBROOK PRIVATE LLC
CRD 325434
MI$937.0M3Raymond James→
C47COLLINS ADVISORS, LLC
CRD 129270
NY$176.4M2Raymond James→
C45KAYDAN WEALTH MANAGEMENT, INC.
CRD 108964
MI$726.5M9Raymond James→
C45LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRD 324958
MI$203.5M3Raymond James→
C43LAKESHORE FINANCIAL PLANNING INC.
CRD 299129
MI$469.3M3Raymond James→
C42WINTHROP PARTNERS - EPA, LLC
CRD 282098
NY$82.2M3Raymond James→
C42SPRING MOUNTAIN CAPITAL, LP
CRD 119126
NY$310.9M—Interactive Brokers→
C40RACHOR INVESTMENT ADVISORY SERVICES, LLC
CRD 105495
MI$238.1M4Raymond James→
C40ROYCE & ASSOCIATES, LP
CRD 107689
NY$12.41B1Raymond James→
C40QUANTUM PORTFOLIO MANAGEMENT, LLC
CRD 326280
NY$339.6M6Raymond James→
C39WINTHROP PARTNERS - WNY, LLC
CRD 282100
NY$186.2M4Raymond James→
C38GREENWOOD INVESTORS LLC
CRD 155088
NY$179.8M1Interactive Brokers→
C38ELKWATER CAPITAL MANAGEMENT, LLC
CRD 333963
NY$44.8M—Interactive Brokers→
C38KLINGMAN AND ASSOCIATES, LLC
CRD 125618
NY$5.66B8Raymond James→
C35BEEKMAN INVESTMENT ADVISORS, LLC
CRD 163519
NY$1.06B—Raymond James→
C34CELLO CAPITAL MANAGEMENT, LP
CRD 160398
NY$577.2M—Interactive Brokers→
C34JUNIPER INVESTMENT COMPANY, LLC
CRD 170814
NY$451.1M—Interactive Brokers→
C34BTG PACTUAL ASSET MANAGEMENT US , LLC
CRD 152538
NY$30.11B50Raymond James→
C34HORIKO CAPITAL MANAGEMENT LLC
CRD 126343
NY$475.1M—Interactive Brokers→
C32GREENSLEDGE ADVISORS LLC
CRD 305341
NY$2.31B—Raymond James→
C32CLEARLIST CAPITAL LLC
CRD 329206
NY$959.8M—Raymond James→
C32CENTER FOR FINANCIAL PLANNING INC
CRD 109599
MI$1.97B17Raymond James→
C32SPWM ADVISORS LLC
CRD 328977
MI$299.5M9Raymond James→
C30LAKE HILL CAPITAL MANAGEMENT, LLC
CRD 166526
NY$1.58B—Interactive Brokers→
C30GREENPOINT GROUP, LP
CRD 310532
NY$1.35B—Raymond James→
C29BLUE OWL GPSC ADVISORS LLC
CRD 293945
NY$94.65B—Raymond James→
C28INSIGHT VENTURE MANAGEMENT, LLC
CRD 142994
NY$92.18B—Raymond James→
C28DB & C ADVISORS, LLC
CRD 155645
MI$252.2M9Raymond James→
C28TRIMER CAPITAL MANAGEMENT LP
CRD 319428
NY$901.5M—Raymond James→
C27LEVCO CAPITAL LP
CRD 161117
NY$590.5M—Raymond James→
C27FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC
CRD 300359
NY$907.6M—Raymond James→
C24LEVEL EQUITY MANAGEMENT, LLC
CRD 160016
NY$6.46B—Raymond James→
C24ENERGY IMPACT PARTNERS LP
CRD 282373
NY$4.86B—Raymond James→
C24BRIGHTSTAR CAPITAL PARTNERS, L.P.
CRD 283313
NY$4.85B—Raymond James→
C24BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C.
CRD 317860
NY$17.93B—Raymond James→
C24STURBRIDGE CAPITAL LLC
CRD 160327
MI$730.9M1Interactive Brokers→
C23INFRASTRUCTURE CAPITAL ADVISORS, LLC
CRD 166459
NY$3.64B—Interactive Brokers→
C23FLATIRON PARTNERS, LLC
CRD 168060
NY——Interactive Brokers→
C22INDEX TECHNOLOGIES GROUP LLC
CRD 327771
NY$178.3M7Raymond James→