SourcingSourcing
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17 firms
ActiveState: IA×State: OK×State: MA×State: IL×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C48ARK ADVISORS LLC
CRD 167456
IL$195.6M2Wells Fargo→
C45TRIGRAN INVESTMENTS, INC.
CRD 155200
IL$533.2M—Wells Fargo→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C39ROMANO BROTHERS AND COMPANY
CRD 3215
IL$1.54B13Wells Fargo→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C33SG CAPITAL MANAGEMENT LLC
CRD 134471
IL$1.38B1Wells Fargo→
C32ALTERNATIVE INVESTMENT RESOURCE, LLC
CRD 288165
IL$754.2M—Wells Fargo→
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04B—Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→
C22WIND POINT ADVISORS LLC
CRD 156485
IL$8.58B—Wells Fargo→
C17SUMMIT PARTNERS, L.P.
CRD 135271
MA$42.01B—Wells Fargo→