SourcingSourcing
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11 firms
ActiveState: MD×State: NC×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
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→
C38THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
CRD 114471
NC$487.1M5Wells Fargo→
C32TRADEWINDS, LLC
CRD 316415
NC$659.4M10Wells Fargo→
C30LOMBARD ADVISERS INCORPORATED
CRD 108231
MD$669.8M32Wells Fargo→
C26CC MANAGEMENT GP, LLC
CRD 168693
NC$1.39B—Wells Fargo→
C25ENLIGHTENMENT CAPITAL, LLC
CRD 166422
MD$2.12B—Wells Fargo→
C23ABSHER WEALTH MANAGEMENT, LLC
CRD 304642
NC$1.26B7Wells Fargo→
C23WELLS FARGO INVESTMENT INSTITUTE, INC.
CRD 133204
NC$43.00B49Wells Fargo→
C8ROTUNDA CAPITAL PARTNERS, LLC
CRD 290282
MD$1.61B—Wells Fargo→