SourcingSourcing
Filters5▾
20 firms
ActiveState: AL×State: IN×State: OK×Custodian: Wells Fargo×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
B53COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170
OK$119.0M3Pershing→
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing→
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing→
C45OLISTICO WEALTH, LLC
CRD 315028
OK$371.5M4Pershing→
C45AXIENT INVESTMENT ADVISORS LLC
CRD 336722
AL$454.0M13Pershing→
C40MONARCH CAPITAL MANAGEMENT INC
CRD 106244
IN$495.7M4Pershing→
C40COOK & BYNUM CAPITAL MANAGEMENT, LLC
CRD 149454
AL$359.8M—Pershing→
C40BOK FINANCIAL SECURITIES, INC.
CRD 17530
OK$1.06B50Pershing→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C34STONEX ADVISORS INC.
CRD 174182
AL$5.09B50Pershing→
C33ONEAMERICA SECURITIES, INC.
CRD 4173
IN$306.1M50Pershing→
C32ANDERSON GROWTH PARTNERS, LLC
CRD 138600
AL$1.01B1Pershing→
C32BCR WEALTH STRATEGIES, LLC
CRD 119670
AL$528.1M7Pershing→
C28AXIOM FINANCIAL STRATEGIES GROUP, LLC
CRD 306618
IN$404.1M6Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C28SAPIENT CAPITAL LLC
CRD 324899
IN$13.76B33Pershing→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C22SCHMIDT, JACOB AARON
CRD 121034
IN$212.6M7Pershing→