SourcingSourcing
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50 firms
ActiveState: IA×State: OK×State: FL×State: MN×Custodian: Wells Fargo×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial→
B62KOOB WEALTH MANAGEMENT, LLC
CRD 154830
MN$171.8M1LPL Financial→
B59MFP FINANCIAL SERVICES, LLC
CRD 331681
FL$361.0M3LPL Financial→
B58ATLANTIC FAMILY WEALTH, LLC
CRD 171062
FL$210.1M2LPL Financial→
B51VPWM ADVISORS, LLC
CRD 167886
MN$326.6M15LPL Financial→
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
B50DSG CAPITAL ADVISORS, LLC
CRD 332056
MN$780.3M7LPL Financial→
C49TONKA CAPITAL PARTNERS, LLC
CRD 298336
MN$139.8M3Wells Fargo→
C47PW ADVISORS, LLC
CRD 336499
FL$131.8M3LPL Financial→
C47IWEALTH FINANCIAL, LLC
CRD 329980
MN$311.6M6LPL Financial→
C44JACKSONVILLE WEALTH MANAGEMENT, LLC
CRD 309312
FL$533.5M5LPL Financial→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C43CYCAP PARTNERS, LLC
CRD 335347
FL$143.2M4LPL Financial→
C41MELODEON CAPITAL PARTNERS, LP
CRD 300896
FL$340.6M—Wells Fargo→
C41IBEX WEALTH ADVISORS, LLC
CRD 168674
FL$1.28B8LPL Financial→
C40WALSH & ASSOCIATES, LLC
CRD 144441
FL$827.7M9LPL Financial→
C40SUMMIT INVESTMENT ADVISORY SERVICES, LLC
CRD 168594
MN$745.8M8LPL Financial→
C40360 FINANCIAL, INC.
CRD 168600
MN$700.5M10LPL Financial→
C39WEALTH ADVISORS OF TAMPA BAY LLC
CRD 162724
FL$456.8M4LPL Financial→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C37SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD 169274
FL$571.2M3LPL Financial→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C36PSI ADVISORS, LLC
CRD 285880
FL$800.9M11LPL Financial→
C35ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC
CRD 159393
FL$679.5M—Wells Fargo→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C34CORRY CAPITAL ADVISORS, LLC
CRD 165403
FL$2.01B—Wells Fargo→
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial→
C34RD LEWIS HOLDINGS, INC.
CRD 156073
FL$256.8M2LPL Financial→
C32SUN CAPITAL ADVISORS, L.P.
CRD 155109
FL$5.84B—Wells Fargo→
C31NORWEST CAPITAL ADVISORS, LLC
CRD 323642
MN$3.84B—Wells Fargo→
C30DUBIN CLARK & COMPANY, INC
CRD 282733
FL$425.2M—Wells Fargo→
C28PETROS FAMILY WEALTH, LLC
CRD 324059
MN$341.6M8Wells Fargo→
C28AMUNI FINANCIAL, INC.
CRD 8365
FL$194.6M21Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C28OPINICUS CAPITAL, INC.
CRD 168344
FL$297.1M4LPL Financial→
C27FORGE FINANCIAL SERVICES, LLC
CRD 306480
OK$1.46B15LPL Financial→
C26BAYVIEW ASSET MANAGEMENT, LLC
CRD 157053
FL$64.21B—Wells Fargo→
C26GOOD LIFE ADVISORS, LLC
CRD 171898
FL$4.35B50LPL Financial→
C25STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
CRD 284430
MN$1.54B24LPL Financial→
C25ELION PARTNERS, LLC
CRD 170483
FL$1.41B—Wells Fargo→
C253650 REIT INVESTMENT MANAGEMENT LLC
CRD 286013
FL$2.43B—Wells Fargo→
C24DAKOTA WEALTH, LLC
CRD 297987
FL$6.94B50LPL Financial→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→
C22WARREN EQUITY PARTNERS MANAGER, L.P.
CRD 295903
FL$6.09B—Wells Fargo→
C22SANDERS CAPITAL, LLC
CRD 151480
FL$122.18B1Wells Fargo→
C19GAINES FINANCIAL GROUP
CRD 157037
FL——LPL Financial→
C17HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.
CRD 285401
FL$2.24B—Wells Fargo→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→
C13ALLEN & COMPANY OF FLORIDA, LLC
CRD 25
FL—5LPL Financial→