SourcingSourcing
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7 firms
ActiveState: IA×State: OH×State: WI×Custodian: U.S. Bank×Custodian: Folio Institutional×clear all
ScoreFirmStateAUMAdvisorsCustodian
C46CAPITALWORKS, LLC
CRD 160408
OH$283.9M—Folio Institutional→
C34AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
CRD 161853
OH$21.32B—U.S. Bank→
C26ROBERT W. BAIRD & CO. INCORPORATED
CRD 8158
WI$394.07B50U.S. Bank→
C25BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD 107808
OH$18.81B18U.S. Bank→
C24EDGEWATER CAPITAL MANAGEMENT, LLC
CRD 162735
OH$466.8M—Folio Institutional→
C22ROCKBRIDGE CAPITAL, LLC
CRD 161078
OH$5.01B—Folio Institutional→
C22HAMMES REALTY ADVISORS, LLC
CRD 165693
WI$2.02B—U.S. Bank→