SourcingSourcing
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50 firms
ActiveState: MA×State: CA×Custodian: Wells Fargo×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
A70O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316
CA$179.1M2Wells Fargo→
B65TICINO WEALTH LLC
CRD 335808
CA$400.2M3Wells Fargo→
B55MILLENNIUM INVESTMENT SERVICES
CRD 108744
CA$153.9M1Interactive Brokers→
B55SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD 332139
CA$424.6M2Wells Fargo→
B55INFANGER INVESTMENT TECHNOLOGY, LLC
CRD 112328
CA$494.9M1Wells Fargo→
B53LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD 164136
CA$200.9M3Wells Fargo→
B53NINEPOINTTWO CAPITAL LLC
CRD 297270
CA$314.8M2Interactive Brokers→
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C50VIRGO INVESTMENT GROUP LLC
CRD 157297
CA$857.4M—Wells Fargo→
C47PACIFIC INCOME ADVISERS INC
CRD 104719
CA$2.25B5Wells Fargo→
C46OAK ASSET MANAGEMENT, LLC
CRD 287856
CA$413.8M4Wells Fargo→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
C40DELTA ACCUMULATION, LLC
CRD 286434
CA$332.1M2Interactive Brokers→
C40FLYWHEEL PRIVATE WEALTH LLC
CRD 325690
CA$415.0M2Wells Fargo→
C40VILA, LLC
CRD 307186
CA$286.5M—Wells Fargo→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C36HACKMAN CAPITAL PARTNERS, LLC
CRD 314721
CA$1.19B—Wells Fargo→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C35PRESTON CAPITAL LLC
CRD 328417
CA$1.05B—Wells Fargo→
C35IFC ADVISORS LLC
CRD 332157
CA$2.34B9Wells Fargo→
C34ATALA FINANCIAL INC
CRD 318371
CA$370.7M2Wells Fargo→
C34SENTINEL ROCK REALTY TRUST INC.
CRD 337421
CA$273.5M—Wells Fargo→
C33BISON CAPITAL ASSET MANAGEMENT, LLC
CRD 160562
CA$962.5M—Wells Fargo→
C32MOMENT PARTNERS, LLC
CRD 332691
CA$1.19B4Wells Fargo→
C31MIRI CAPITAL MANAGEMENT LLC
CRD 311308
MA$929.7M—Interactive Brokers→
C31CWS CAPITAL PARTNERS LLC
CRD 166871
CA$268.4M7Wells Fargo→
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04B—Wells Fargo→
C29FFL PARTNERS, LLC
CRD 156980
CA$4.11B—Wells Fargo→
C29LITTLE HARBOR ADVISORS, LLC
CRD 168700
MA$242.6M1Interactive Brokers→
C28PACIFIC PRIVATE FUND ADVISORS LLC
CRD 168830
CA$12.24B—Wells Fargo→
C28VERDAD ADVISERS, L.P.
CRD 171048
MA$1.18B—Interactive Brokers→
C27QTRON INVESTMENTS LLC
CRD 285608
MA$1.23B2Interactive Brokers→
C26VOLEON CAPITAL MANAGEMENT LP
CRD 147443
CA$29.38B—Wells Fargo→
C26PRIME FINANCE ADVISOR, L.P.
CRD 159971
CA$22.22B—Wells Fargo→
C26LOGICA CAPITAL ADVISERS, LLC
CRD 168906
CA$304.6M2Interactive Brokers→
C25WHITMAN/PETERSON, LLC
CRD 296087
CA$2.37B—Wells Fargo→
C25NEW FORESTS INC.
CRD 165267
CA$981.9M—Wells Fargo→
C24SABAL INVESTMENT ADVISORS, LLC
CRD 169572
CA$5.83B—Wells Fargo→
C22SHAMROCK CAPITAL ADVISORS, LLC
CRD 153100
CA$6.72B—Wells Fargo→
C22LEONARD GREEN & PARTNERS, L.P.
CRD 158164
CA$85.60B—Wells Fargo→
C22STEPSTONE GROUP REAL ASSETS LP
CRD 281695
CA$33.10B—Wells Fargo→
C22PANTERA CAPITAL PARTNERS LP
CRD 284342
CA$3.96B—Interactive Brokers→
C22WOODWARD DIVERSIFIED CAPITAL, LLC
CRD 306299
CA$609.8M4Wells Fargo→
C19TOWERPOINT WEALTH, LLC
CRD 288593
CA$561.3M5Wells Fargo→
C17SUMMIT PARTNERS, L.P.
CRD 135271
MA$42.01B—Wells Fargo→
C17ARC70 ADVISERS LP
CRD 288087
CA$1.90B—Wells Fargo→
C17CAPROCK PARTNERS MANAGEMENT, INC.
CRD 296925
CA$1.52B—Wells Fargo→
C14THETA FLUX CAPITAL MANAGEMENT, LLC
CRD 342102
CA——Interactive Brokers→
C14FPA REAL ESTATE ADVISERS GROUP, LLC
CRD 288195
CA$7.97B—Wells Fargo→
C13VAUCLUSE PARTNERS
CRD 282109
MA——Interactive Brokers→