SourcingSourcing
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6 firms
ActiveState: WA×State: OH×State: UT×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→
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→
C17DW MANAGEMENT SERVICES, L.L.C.
CRD 160555
UT$2.74B—Folio Institutional→