SourcingSourcing
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10 firms
ActiveState: AL×State: OK×State: MD×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo→
C48CHAPIN DAVIS, INC
CRD 28116
MD$642.8M25Wells Fargo→
C47GEF MANAGEMENT CORPORATION
CRD 107208
MD$116.0M—Wells Fargo→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C30LOMBARD ADVISERS INCORPORATED
CRD 108231
MD$669.8M32Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C25ENLIGHTENMENT CAPITAL, LLC
CRD 166422
MD$2.12B—Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C8ROTUNDA CAPITAL PARTNERS, LLC
CRD 290282
MD$1.61B—Wells Fargo→