ScoreFirmStateAUMAdvisorsCustodian
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0MWells Fargo
C49SOUND MARK PARTNERS, LLC
CRD 169037
CT$272.0MWells Fargo
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6MWells Fargo
C41COOPERATIVE FUNERAL FUND INC
CRD 107631
CT$727.8M1Wells Fargo
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo
C36HIGHLAND PEAK CAPITAL, LLC
CRD 306304
CT$333.2MWells Fargo
C35LOTUS INFRASTRUCTURE PARTNERS, LP
CRD 324015
CT$6.16BWells Fargo
C35TA REALTY LLC
CRD 108586
MA$1.48BWells Fargo
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo
C31PINEY LAKE CAPITAL MANAGEMENT LP
CRD 290404
CT$744.9MWells Fargo
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04BWells Fargo
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01BWells Fargo
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo
C17SUMMIT PARTNERS, L.P.
CRD 135271
MA$42.01BWells Fargo