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5 firms
ActiveState: TN×State: IA×Custodian: State Street×Custodian: Equity Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
B50MISSION VALUE PARTNERS, LLC
CRD 153704
TN$303.2M—State Street→
C42VALIANT WEALTH, LLC
CRD 146911
IA$423.1M3Equity Trust→
C37PRINCIPAL GLOBAL INVESTORS, LLC
CRD 109002
IA$427.71B50State Street→
C35ALLIANCEBERNSTEIN L.P.
CRD 108477
TN$763.40B50State Street→
C31AEGON USA INVESTMENT MANAGEMENT, LLC
CRD 114537
IA$88.80B1State Street→