SourcingSourcing
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8 firms
ActiveState: WA×State: UT×Custodian: Raymond James×Custodian: Northern Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
B60JORDANELLE CAPITAL, LLC
CRD 323676
UT$179.2M—Northern Trust→
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond James→
B53WESTWOOD GLOBAL INVESTMENTS LLC
CRD 125012
UT$9.47B3Northern Trust→
C37FINANCIAL INSIGHTS INC
CRD 108797
WA$746.7M8Raymond James→
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James→
C36INATAI INVESTMENT MANAGEMENT CO. LLC
CRD 329696
WA$2.69B—Northern Trust→
C29PETERSON PARTNERS, LLC
CRD 159450
UT$2.96B—Northern Trust→
C27FLEURY FINANCIAL GROUP, INC.
CRD 116786
WA——Raymond James→