SourcingSourcing
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108 firms
ActiveState: WA×State: NY×Custodian: U.S. Bank×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A71MUNICIPAL ASSET MANAGEMENT INC
CRD 108320
NY$112.8M3Wells Fargo→
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo→
B52BRANT POINT INVESTMENT MANAGEMENT LLC
CRD 157572
NY$453.3M—Wells Fargo→
B52CP CAPITAL (US) PARTNERS LP
CRD 158979
NY$393.6M—Wells Fargo→
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo→
C49RIVER PARTNERS CAPITAL MANAGEMENT, LP
CRD 172496
NY$1.32B—U.S. Bank→
C49TRUBEE WEALTH ADVISORS, INC.
CRD 3618
NY$911.5M17Wells Fargo→
C49LINCOLNSHIRE MANAGEMENT, INC.
CRD 157144
NY$494.4M—Wells Fargo→
C48BRIGHTON SECURITIES CORP.
CRD 3875
NY$931.0M31Wells Fargo→
C48TRUMAN CAPITAL ADVISORS, LP
CRD 156659
NY$462.0M—U.S. Bank→
C48FORSYTH STREET ASSET MANAGEMENT LLC
CRD 310545
NY$228.9M—U.S. Bank→
C46EMET CAPITAL MANAGEMENT, LLC
CRD 167047
NY$481.8M—U.S. Bank→
C44PARAMOUNT GROUP REAL ESTATE ADVISOR LLC
CRD 161324
NY$457.7M—U.S. Bank→
C43CANARAS CAPITAL MANAGEMENT, LLC
CRD 142766
NY$606.0M—U.S. Bank→
C41LEGEIS CAPITAL ADVISORS, LLC
CRD 332943
NY$497.4M—U.S. Bank→
C41FOUR POINTS ADVISORS, LLC
CRD 171720
NY$40.0M11Wells Fargo→
C41THE PITTI GROUP WEALTH MANAGEMENT, LLC
CRD 314685
NY$374.3M4Wells Fargo→
C40ELDRIDGE SME ADVISERS, LLC
CRD 334010
NY$200.9M—U.S. Bank→
C39ASPEN RENEWABLE INVESTMENTS, L.L.C.
CRD 334812
NY$868.4M—Wells Fargo→
C39ADVANCED PORTFOLIO MANAGEMENT, LLC
CRD 138769
NY$2.70B—U.S. Bank→
C39VIBRANT CAPITAL PARTNERS, INC.
CRD 148352
NY$4.28B—U.S. Bank→
C38NORTHCAPE WEALTH MANAGEMENT, LLC
CRD 312350
NY$706.1M4Wells Fargo→
C38PINNACLE CAPITAL MANAGEMENT, LLC
CRD 141661
NY$300.5M—Wells Fargo→
C37MA ASSET MANAGEMENT, LLC
CRD 283673
NY$257.7M—Wells Fargo→
C37PING CAPITAL MANAGEMENT, INC.
CRD 308358
NY$482.2M—Wells Fargo→
C37CT INVESTMENT MANAGEMENT CO., LLC
CRD 160080
NY$6.6M—U.S. Bank→
C37ESTABROOK CAPITAL MANAGEMENT LLC
CRD 128856
NY$933.3M4Wells Fargo→
C35CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC
CRD 284980
NY$2.33B—U.S. Bank→
C35CATALUR CAPITAL MANAGEMENT, LP
CRD 307830
NY$611.9M—U.S. Bank→
C35SOUND POINT LUNA LLC
CRD 128132
NY$10.24B—U.S. Bank→
C35MADISON INTERNATIONAL REALTY HOLDINGS, LLC
CRD 158165
NY$6.31B—Wells Fargo→
C35IVY HILL ASSET MANAGEMENT, L.P.
CRD 161608
NY$12.96B—U.S. Bank→
C34CM INVESTMENT PARTNERS LLC
CRD 168941
NY$444.2M—U.S. Bank→
C34GALAXY INVESTMENT MANAGEMENT, LLC
CRD 281589
NY$323.8M—Wells Fargo→
C33REGATTA LOAN MANAGEMENT LLC
CRD 226518
NY$3.33B—U.S. Bank→
C33CAPITAL FOUR US INC.
CRD 315650
NY$2.64B—U.S. Bank→
C33MJX ASSET MANAGEMENT LLC
CRD 148976
NY$9.68B—U.S. Bank→
C32C-III INVESTMENT MANAGEMENT LLC
CRD 156553
NY$2.47B—Wells Fargo→
C32MAN INVESTMENT PARTNERS (US) LP
CRD 282371
NY$2.88B—U.S. Bank→
C32SETPOINT MANAGEMENT LLC
CRD 328702
NY$835.1M—Wells Fargo→
C31DERBY LANE PARTNERS LP
CRD 334739
NY$746.3M—U.S. Bank→
C31NASSAU ALTERNATIVE INVESTMENTS LLC
CRD 300006
NY$1.43B—U.S. Bank→
C30PARTNERS GROUP US MANAGEMENT CLO LLC
CRD 293856
NY$9.70B—U.S. Bank→
C30BRIGHTWOOD CAPITAL ADVISORS, LLC
CRD 167330
NY$6.19B—U.S. Bank→
C29SILVER ROCK CAPITAL PARTNERS LP
CRD 318007
NY$6.83B—U.S. Bank→
C29NEUBERGER BERMAN INVESTMENT ADVISERS LLC
CRD 124687
NY$398.65B—U.S. Bank→
C29GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC
CRD 137432
NY$240.66B3U.S. Bank→
C29FLEXSTONE PARTNERS, LLC
CRD 147353
NY$5.30B—Wells Fargo→
C28BLACKSTONE LIQUID CREDIT STRATEGIES LLC
CRD 144537
NY$18.79B—U.S. Bank→
C28ACCUMULUS CAPITAL MANAGEMENT, LLC
CRD 160501
NY$1.74B—U.S. Bank→