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12 firms
ActiveState: IA×State: MN×Custodian: Raymond James×Custodian: Shareholders Service Group×Custodian: State Street×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James→
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James→
C42GALLIARD CAPITAL MANAGEMENT, LLC
CRD 106487
MN$80.27B—State Street→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C37PRINCIPAL GLOBAL INVESTORS, LLC
CRD 109002
IA$427.71B50State Street→
C33SECURIAN ASSET MANAGEMENT, INC.
CRD 109905
MN$41.56B—State Street→
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James→
C31AEGON USA INVESTMENT MANAGEMENT, LLC
CRD 114537
IA$88.80B1State Street→
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James→
C30PEREGRINE CAPITAL MANAGEMENT, LLC
CRD 110052
MN$4.07B3State Street→
C24THRIVENT FINANCIAL FOR LUTHERANS
CRD 115785
MN$128.73B—State Street→