SourcingSourcing
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16 firms
ActiveState: IA×State: OK×State: MA×State: WI×State: KS×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo→
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C46CUSHING CAPITAL PARTNERS, LLC
CRD 313497
WI$274.7M2Wells Fargo→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C41BKM WEALTH MANAGEMENT, LLC
CRD 323928
WI$651.8M6Wells Fargo→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C35WATERFRONT WEALTH INC.
CRD 173220
KS$1.14B10Wells Fargo→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04B—Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C25ENDEAVOR PRIVATE WEALTH, INC.
CRD 313053
KS$595.3M10Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→
C17SUMMIT PARTNERS, L.P.
CRD 135271
MA$42.01B—Wells Fargo→