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810 firms
ActiveState: IN×State: MA×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59U. S. BOSTON CAPITAL CORPORATION
CRD 5251
MA$359.8M18E*Trade→
B58JMC MANAGEMENT, LLC
CRD 169235
MA$211.9M—E*Trade→
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
B58MAP FUNDS MANAGEMENT, LLC
CRD 165979
MA$25.8M—E*Trade→
B58WOLFSTICH CAPITAL, LLC
CRD 146026
MA$162.1M1Charles Schwab→
B58CONSTANT GUIDANCE FINANCIAL, LLC
CRD 172612
MA$198.0M1Charles Schwab→
B57AEQUITAS INVESTMENT ADVISORS, LLC
CRD 127625
MA$826.1M5Charles Schwab→
B57CENTURY EQUITY PARTNERS LLC
CRD 281939
MA$378.3M—E*Trade→
B57LTG CAPITAL LLC
CRD 128216
MA$142.2M3Charles Schwab→
B57WORLDLY PARTNERS MANAGEMENT, LLC
CRD 309792
MA$226.8M—E*Trade→
B57WEST BRANCH CAPITAL LLC
CRD 133813
MA$690.1M4Charles Schwab→
B57MERIDIAN FINANCIAL, LLC
CRD 119679
MA$283.9M2Charles Schwab→
B56STRATEGIC PLANNING GROUP, INC.
CRD 124855
MA$218.6M2E*Trade→
B56CAPE ANN CAPITAL, INC.
CRD 128942
MA$193.0M2E*Trade→
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab→
B56SOUTH SHORE CAPITAL ADVISORS, LLC
CRD 142915
MA$272.8M3Charles Schwab→
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55ASHWOOD ADVISORS, LLC
CRD 128811
MA$126.9M2—→
B55PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
IN$111.5M1—→
B55CANBY FINANCIAL ADVISORS, LLC
CRD 338797
MA$729.4M5Fidelity→
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade→
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab→
B54OUELLETTE WEALTH ADVISORY LLC
CRD 289242
MA$274.4M2Charles Schwab→
B54HLM MANAGEMENT CO., LLC
CRD 162337
MA$411.4M—E*Trade→
B54SIPPICAN CAPITAL ADVISORS LLC
CRD 155188
MA$175.0M2Fidelity→
B54LEVATUS LLC
CRD 287811
MA$173.9M2Charles Schwab→
B54WATERMILL MANAGEMENT COMPANY, LLC
CRD 163370
MA$178.1M—E*Trade→
B53VINCENT WEALTH ADVISORS LLC
CRD 332759
MA$152.9M1Charles Schwab→
B53APPLIED FUNDAMENTAL RESEARCH, LLC
CRD 167645
MA$142.9M2Goldman Sachs→
B52ATLAS CAPITAL MANAGEMENT CORP
CRD 106107
IN$869.8M5E*Trade→
B52QUANTUM FINANCIAL SERVICES INC.
CRD 121631
IN$730.9M2E*Trade→
B52SYCAMORE FINANCIAL GROUP, INC.
CRD 14143
IN$787.4M6E*Trade→
B52J.P. MARVEL INVESTMENT ADVISORS, INC.
CRD 144364
MA$820.7M3E*Trade→
B52COTTAGE STREET ADVISORS, LLC
CRD 173487
MA$333.8M2Charles Schwab→
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity→
B52EMERY PARTNERS, LLC
CRD 336787
MA$78.4M2E*Trade→
B52DISCIPLINED ALPHA LLC
CRD 167254
MA$36.9M—Charles Schwab→
B52FLAGSHIP WEALTH ADVISORS, LLC.
CRD 131962
MA$748.6M8E*Trade→
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade→
B52THE DE BURLO GROUP, INC.
CRD 153435
MA$1.13B4Charles Schwab→
B52RIVERSIDE PARTNERS, LLC
CRD 160754
MA$923.7M—E*Trade→
B51LANDON CAPITAL PARTNERS, LLC
CRD 292398
MA$144.8M—E*Trade→
B51CASTANEA PARTNERS INC.
CRD 160229
MA$239.0M—E*Trade→
B51SEMPOLINSKI, WILLIAM JOHN
CRD 338120
MA$292.0M2Charles Schwab→
B51EASTWARD CAPITAL PARTNERS, LLC
CRD 161422
MA$96.0M—E*Trade→
B51RENAISSANCE WEALTH ADVISORS, LLC
CRD 300007
MA$109.9M2—→
B51ALLIANCE PRIVATE WEALTH, LLC
CRD 316612
MA$466.2M7Fidelity→
B50SUSTAINABLE INVESTMENT SOLUTIONS, LLC
CRD 111456
MA$152.9M1Charles Schwab→