SourcingSourcing
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19 firms
ActiveState: IA×State: OK×State: FL×State: IN×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C41MELODEON CAPITAL PARTNERS, LP
CRD 300896
FL$340.6M—Wells Fargo→
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→
C32SUN CAPITAL ADVISORS, L.P.
CRD 155109
FL$5.84B—Wells Fargo→
C30DUBIN CLARK & COMPANY, INC
CRD 282733
FL$425.2M—Wells Fargo→
C28AXIOM FINANCIAL STRATEGIES GROUP, LLC
CRD 306618
IN$404.1M6Wells Fargo→
C28AMUNI FINANCIAL, INC.
CRD 8365
FL$194.6M21Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C26BAYVIEW ASSET MANAGEMENT, LLC
CRD 157053
FL$64.21B—Wells Fargo→
C25ELION PARTNERS, LLC
CRD 170483
FL$1.41B—Wells Fargo→
C253650 REIT INVESTMENT MANAGEMENT LLC
CRD 286013
FL$2.43B—Wells Fargo→
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→
C17HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.
CRD 285401
FL$2.24B—Wells Fargo→