SourcingSourcing
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7 firms
ActiveState: TN×State: OK×Custodian: State Street×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B50MISSION VALUE PARTNERS, LLC
CRD 153704
TN$303.2M—State Street→
C50STRATEGIC ADVISORY SERVICES, LLC
CRD 287984
TN$201.2M8LPL Financial→
C47CALDWELL ADVISORS, LLC
CRD 144408
TN$351.4M6LPL Financial→
C35ALLIANCEBERNSTEIN L.P.
CRD 108477
TN$763.40B50State Street→
C34KNOX WEALTH PARTNERS ADVISORY, LLC
CRD 288580
TN$272.9M7LPL Financial→
C27FORGE FINANCIAL SERVICES, LLC
CRD 306480
OK$1.46B15LPL Financial→
C20TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
CRD 160321
TN$1.19B23LPL Financial→