SourcingSourcing
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8 firms
ActiveState: MI×State: KS×State: UT×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56BERINGEA, LLC
CRD 161803
MI$269.9M—Wells Fargo→
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7M—Wells Fargo→
C35WATERFRONT WEALTH INC.
CRD 173220
KS$1.14B10Wells Fargo→
C25ENDEAVOR PRIVATE WEALTH, INC.
CRD 313053
KS$595.3M10Wells Fargo→
C23THE CYNOSURE GROUP
CRD 281399
UT$9.85B15Wells Fargo→
C19KEYSTONE NATIONAL GROUP, LLC
CRD 142885
UT$2.50B—Wells Fargo→