SourcingSourcing
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9 firms
ActiveState: IN×State: SC×State: UT×Custodian: Wells Fargo×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C42ALPHA WEALTH FUNDS, LLC
CRD 150231
UT$214.1M10Interactive Brokers→
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7M—Wells Fargo→
C28AXIOM FINANCIAL STRATEGIES GROUP, LLC
CRD 306618
IN$404.1M6Wells Fargo→
C23THE CYNOSURE GROUP
CRD 281399
UT$9.85B15Wells Fargo→
C19KEYSTONE NATIONAL GROUP, LLC
CRD 142885
UT$2.50B—Wells Fargo→