SourcingSourcing
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11 firms
ActiveState: AL×State: OH×Custodian: U.S. Bank×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B61HARDY & HARDY CO LLC
CRD 145088
OH$269.4M2LPL Financial→
B53VISION FINANCIAL MANAGEMENT, LLC
CRD 170003
OH$165.7M2LPL Financial→
B51HFG ADVISORS, INC.
CRD 282027
OH$426.7M5LPL Financial→
C49SYMPHONY FINANCIAL SERVICES, INC.
CRD 125058
OH$428.7M7LPL Financial→
C48KINETIC WEALTH INVESTMENT ADVISORS, LLC
CRD 311536
OH$214.5M3LPL Financial→
C42PLANNED FINANCIAL SERVICES, LLC
CRD 112879
OH$472.5M4LPL Financial→
C40MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
AL$443.5M8LPL Financial→
C38REDWOOD FINANCIAL NETWORK CORP.
CRD 157834
OH$262.8M8LPL Financial→
C34AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
CRD 161853
OH$21.32B—U.S. Bank→
C32EUKLES ASSET MANAGEMENT, LLC
CRD 156649
OH$341.1M4LPL Financial→
C25BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD 107808
OH$18.81B18U.S. Bank→