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3 firms
ActiveState: SC×Custodian: State Street×Custodian: Wells Fargo×Custodian: JPMorgan×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14B—JPMorgan→
C22GREYSTAR INVESTMENT GROUP, LLC
CRD 160665
SC$36.50B—JPMorgan→