ScoreFirmStateAUMAdvisorsCustodian
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers
B60LB PARTNERS LLC
CRD 309088
VA$191.3MInteractive Brokers
C47CHICKASAW CAPITAL MANAGEMENT, LLC
CRD 127398
TN$2.55B14U.S. Bank
C45RICHMOND CAPITAL MANAGEMENT INC
CRD 104636
VA$5.93B8U.S. Bank
C42ATEGRA CAPITAL MANAGEMENT, LLC
CRD 164245
VA$190.2M6Interactive Brokers
C42PRESERVER PARTNERS LLC
CRD 152356
TN$175.7MInteractive Brokers
C41WORTHINGTON CAPITAL MANAGEMENT, LLC
CRD 305391
TN$41.2MU.S. Bank
C38AZTLAN EQUITY MANAGEMENT, LLC
CRD 286360
VA$851.1MInteractive Brokers
C33QUINN OPPORTUNITY PARTNERS LLC
CRD 167470
VA$2.61BInteractive Brokers
C33AB BROADLY SYNDICATED LOAN MANAGER LLC
CRD 308135
TN$2.62BU.S. Bank
C32HUNTER LEWIS LLC
CRD 304985
VA$394.6M1U.S. Bank
C31KAH CAPITAL MANAGEMENT, LLC
CRD 298287
VA$605.3MU.S. Bank
C29FORAGER CAPITAL MANAGEMENT, LLC
CRD 158835
AL$352.9M3Interactive Brokers
C21COURAGE CAPITAL MANAGEMENT, LLC
CRD 130449
TN$1.45BU.S. Bank