SourcingSourcing
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24 firms
ActiveState: SC×State: CT×Custodian: Raymond James×Custodian: Northern Trust×Custodian: Shareholders Service Group×clear all
ScoreFirmStateAUMAdvisorsCustodian
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James→
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James→
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James→
C44RJA ASSET MANAGEMENT LLC
CRD 153428
CT$588.9M—Northern Trust→
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond 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→
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→
C31COINBASE ASSET MANAGEMENT, LLC
CRD 322174
CT$840.5M—Northern Trust→
C28PORTFOLIO ADVISORS LLC
CRD 105981
CT$47.84B—Raymond James→
C26AXIOM INVESTORS LLC
CRD 109605
CT$28.06B—Northern Trust→
C26GRAHAM CAPITAL MANAGEMENT, L.P.
CRD 160925
CT$42.87B—Northern Trust→
C25GALLATIN POINT CAPITAL LLC
CRD 287716
CT$5.65B—Northern Trust→
C24CF PRIVATE EQUITY, INC.
CRD 110657
CT$15.78B1Raymond James→
C24KLINE HILL PARTNERS LP
CRD 283283
CT$11.71B—Raymond James→
C24ALTRINSIC GLOBAL ADVISORS, LLC
CRD 109678
CT$12.22B—Northern Trust→
C22VERITION FUND MANAGEMENT LLC
CRD 156610
CT$139.39B6Northern Trust→
C20ARGA INVESTMENT MANAGEMENT, LP
CRD 153665
CT$24.57B1Northern Trust→
C19MTM INVESTMENT MANAGEMENT, LLC
CRD 297500
SC$678.1M5Raymond James→
C9ONE RIVER ASSET MANAGEMENT, LLC
CRD 167835
CT$2.39B—Northern Trust→