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20 firms
ActiveState: IA×State: TN×State: CT×Custodian: Raymond James×Custodian: Shareholders Service Group×clear all
ScoreFirmStateAUMAdvisorsCustodian
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James→
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James→
B55AGP FRANKLIN, LLC
CRD 331699
TN$247.1M3Raymond James→
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James→
C45DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD 286575
TN$144.9M3Raymond James→
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James→
C44BELLWETHER INVESTMENT GROUP, LLC
CRD 148114
TN$155.1M6Raymond James→
C41MRWM ADVISORS, LLC
CRD 288944
TN$431.7M3Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C39SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270
CT$192.1M3Raymond James→
C39GREENSLEDGE ASSET MANAGEMENT LLC
CRD 307732
CT$592.8M1Raymond James→
C38SOUTHEASTERN ASSET MANAGEMENT INC.
CRD 105276
TN$3.70B—Shareholders Service Group→
C33WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
CT$231.1M2Raymond James→
C33GREENWOOD PINE PARTNERS, LLC
CRD 314679
TN$22.9M—Shareholders Service Group→
C28PORTFOLIO ADVISORS LLC
CRD 105981
CT$47.84B—Raymond James→
C26AJ CAPITAL MANAGEMENT LLC
CRD 291880
TN$2.64B—Raymond James→
C24CF PRIVATE EQUITY, INC.
CRD 110657
CT$15.78B1Raymond James→
C24KLINE HILL PARTNERS LP
CRD 283283
CT$11.71B—Raymond James→