SourcingSourcing
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9 firms
ActiveState: SC×State: CT×State: WA×Custodian: Wells Fargo×Custodian: Equity Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo→
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo→
C49SOUND MARK PARTNERS, LLC
CRD 169037
CT$272.0M—Wells Fargo→
C41COOPERATIVE FUNERAL FUND INC
CRD 107631
CT$727.8M1Wells Fargo→
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo→
C36HIGHLAND PEAK CAPITAL, LLC
CRD 306304
CT$333.2M—Wells Fargo→
C35LOTUS INFRASTRUCTURE PARTNERS, LP
CRD 324015
CT$6.16B—Wells Fargo→
C31PINEY LAKE CAPITAL MANAGEMENT LP
CRD 290404
CT$744.9M—Wells Fargo→
C25FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD 170918
WA$256.0M4Wells Fargo→