SourcingSourcing
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8 firms
ActiveState: SC×State: UT×State: WI×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
WI$159.9M30Wells Fargo→
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo→
C46CUSHING CAPITAL PARTNERS, LLC
CRD 313497
WI$274.7M2Wells Fargo→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7M—Wells Fargo→
C41BKM WEALTH MANAGEMENT, LLC
CRD 323928
WI$651.8M6Wells Fargo→
C23THE CYNOSURE GROUP
CRD 281399
UT$9.85B15Wells Fargo→
C19KEYSTONE NATIONAL GROUP, LLC
CRD 142885
UT$2.50B—Wells Fargo→