SourcingSourcing
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6 firms
ActiveState: MN×Custodian: Wells Fargo×Custodian: JPMorgan×clear all
ScoreFirmStateAUMAdvisorsCustodian
C49TONKA CAPITAL PARTNERS, LLC
CRD 298336
MN$139.8M3Wells Fargo→
C31NORWEST CAPITAL ADVISORS, LLC
CRD 323642
MN$3.84B—Wells Fargo→
C31WAYZATA INVESTMENT PARTNERS LLC
CRD 132046
MN$9.4M3JPMorgan→
C28PETROS FAMILY WEALTH, LLC
CRD 324059
MN$341.6M8Wells Fargo→
C24MCGINTY ROAD PARTNERS, LP
CRD 290390
MN$646.0M—JPMorgan→
C20GRANITE EQUITY PARTNERS LLC
CRD 158378
MN$1.89B—JPMorgan→