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11 firms
ActiveState: AL×State: CO×Custodian: Raymond James×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
B56ASSET MANAGEMENT GROUP INVESTMENT CORP.
CRD 168369
CO$151.2M—Raymond James→
B50TRG INVESTMENT ADVISORS, LLC
CRD 315629
CO$167.1M6Raymond James→
C48THE MILLSTONE EVANS GROUP, LLC
CRD 311142
CO$893.3M8Raymond James→
C46BROADVIEW WEALTH PARTNERS, LLC
CRD 335028
CO$304.7M4Raymond James→
C36FOUNDRY GROUP, LLC
CRD 159541
CO$3.50B—Wells Fargo→
C33INTENTIONAL WEALTH STRATEGIES
CRD 327743
CO$171.3M3Raymond James→
C28WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP
CRD 143980
CO$1.98B—Wells Fargo→
C21CCM PARTNERS, LP
CRD 104720
CO$6.52B16Raymond James→
C21DELTA-V CAPITAL, LLC
CRD 161800
CO$1.57B2Wells Fargo→
C19WALKER & DUNLOP INVESTMENT PARTNERS, INC.
CRD 165022
CO$2.70B—Wells Fargo→