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24 firms
ActiveState: SC×State: CT×State: AZ×Custodian: Raymond James×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James→
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
B54DRAKE CAPITAL ADVISORS LLC
CRD 136716
CT$713.4M—Interactive Brokers→
C49RANGELEY CAPITAL, LLC
CRD 152725
CT$220.5M—Interactive Brokers→
C45STONECREST WEALTH MANAGEMENT, INC
CRD 311404
AZ$375.8M3Raymond James→
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James→
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James→
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James→
C41CAPITAL WEALTH ALLIANCE, LLC
CRD 298257
AZ$300.3M3Raymond James→
C39SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270
CT$192.1M3Raymond James→
C39GREENSLEDGE ASSET MANAGEMENT LLC
CRD 307732
CT$592.8M1Raymond James→
C39HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496
SC$266.2M3Raymond James→
C35HILTON HEAD CAPITAL PARTNERS, LLC
CRD 299375
SC$409.5M6Raymond James→
C34WEALTH MANAGEMENT PARTNERS, LLC
CRD 309790
AZ$793.5M7Raymond James→
C33TEEWINOT CAPITAL ADVISERS, L.L.C.
CRD 138757
CT$1.61B—Interactive Brokers→
C33WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
CT$231.1M2Raymond James→
C32OBJECTIVITY SQUARED, LLC
CRD 311052
SC$487.8M4Raymond James→
C32INTENTIONAL, LLC
CRD 318570
SC$175.8M3Raymond James→
C28PORTFOLIO ADVISORS LLC
CRD 105981
CT$47.84B—Raymond James→
C24CF PRIVATE EQUITY, INC.
CRD 110657
CT$15.78B1Raymond James→
C24KLINE HILL PARTNERS LP
CRD 283283
CT$11.71B—Raymond James→
C22BREACHER CAPITAL ADVISORS, LLC
CRD 307943
CT$7.5M—Interactive Brokers→
C19MTM INVESTMENT MANAGEMENT, LLC
CRD 297500
SC$678.1M5Raymond James→
C14GRK PARTNERS LP
CRD 162433
CT——Interactive Brokers→