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8 firms
ActiveState: IA×State: IN×Custodian: Raymond James×Custodian: Shareholders Service Group×Custodian: State Street×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C42MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
IN$02Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C37PRINCIPAL GLOBAL INVESTORS, LLC
CRD 109002
IA$427.71B50State Street→
C33COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
CRD 128257
IN$595.6M12Raymond James→
C31AEGON USA INVESTMENT MANAGEMENT, LLC
CRD 114537
IA$88.80B1State Street→
C28WETZEL INVESTMENT ADVISORS, INC.
CRD 305301
IN$338.3M6Raymond James→