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743 firms
ActiveState: MA×State: AL×clear all
ScoreFirmStateAUMAdvisorsCustodian
B50TIMMONS WEALTH MANAGEMENT, LLC
CRD 165914
MA$179.2M1Charles Schwab→
B50BREAKWATER FINANCIAL, LLC
CRD 282401
MA$127.9M1Fidelity→
B50AJOVISTA, LLC
CRD 314924
MA$269.0M—Northern Trust→
B50COLMAN KNIGHT ADVISORY GROUP, LLC
CRD 119696
MA$187.7M5Fidelity→
C50PEAR TREE ADVISORS, INC.
CRD 104576
MA$3.09B2E*Trade→
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial→
C50ABRY PARTNERS, LLC
CRD 161153
MA$69.3M—E*Trade→
C50ARISTOTLE CAPITAL BOSTON, LLC
CRD 173198
MA$1.83B2State Street→
C49HASTINGS EQUITY PARTNERS, LLC
CRD 167499
MA$498.5M—E*Trade→
C49WINTHROP CAPITAL ADVISORS, LLC
CRD 289487
MA$82.4M—JPMorgan→
C49RHEECO, INC.
CRD 301106
MA$119.2M2Charles Schwab→
C49RIGHTHAND CAPITAL, LLC
CRD 307517
MA$182.3M2Charles Schwab→
C49ROTHWELL INVESTMENT ADVISORS LLC
CRD 337504
MA$187.7M3LPL Financial→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C49PROCTOR FINANCIAL, INC.
CRD 122021
MA$382.3M2Charles Schwab→
C49WELLS FINANCIAL ADVISORS, INC.
CRD 125209
MA$279.3M2Charles Schwab→
C49REDWOOD INVESTMENTS, LLC
CRD 133028
MA$710.1M4Charles Schwab→
C49MINOT DEBLOIS ADVISORS LLC
CRD 140170
MA$2.04B1Fidelity→
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial→
C49NAPIER FINANCIAL, LLC
CRD 336725
MA$550.1M8LPL Financial→
C48MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
CRD 105522
MA$172.0M1Charles Schwab→
C48ETRE LLC
CRD 121355
MA$216.8M1Fidelity→
C48TRAUB CAPITAL MANAGEMENT, LLC
CRD 136851
MA$210.8M3Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48O.F.O. PARTNERS, LLC
CRD 297424
MA$110.0M1—→
C48BAIN CAPITAL PUBLIC EQUITY, LP
CRD 145650
MA$242.2M—Goldman Sachs→
C48ANCHOR CAPITAL ADVISORS LLC
CRD 105540
MA$2.37B17LPL Financial→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48DONOGHUE FORLINES LLC
CRD 285403
MA$370.5M1Charles Schwab→
C48FELIS ADVANTAGE, LP
CRD 335282
MA$150.0M——→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C48SCALYR TECHNOLOGIES INC.
CRD 326836
MA$190K—E*Trade→
C48TWIN OAK ETF COMPANY
CRD 330365
MA$566.1M—E*Trade→
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James→
C47USA MUTUALS ADVISORS, INC.
CRD 131750
MA$73.7M1E*Trade→
C47FINARC INVESTMENTS, INC.
CRD 166571
MA$187.6M2Charles Schwab→
C47FORNESS FINANCIAL LLC
CRD 172473
MA$202.8M3Charles Schwab→
C47CLARITY RETIREMENT & WEALTH, LLC
CRD 337718
MA$139.5M1Charles Schwab→
C47APEX INVESTMENT GROUP, LLC
CRD 333593
MA$211.1M5Charles Schwab→
C47RNC RIA LLC
CRD 336740
MA$50.6M13Charles Schwab→
C47CONTRAVISORY INVESTMENT MANAGEMENT, INC.
CRD 109767
MA$701.7M5Charles Schwab→
C47PEAK FINANCIAL MANAGEMENT INC
CRD 110559
MA$534.4M24Charles Schwab→
C47EXCALIBUR MANAGEMENT CORP
CRD 110836
MA$712.1M12Charles Schwab→
C47SIHARUM ADVISORS, LLC
CRD 147957
MA$687.5M2Charles Schwab→
C47BYRNE FINANCIAL FREEDOM, LLC
CRD 167893
MA$546.4M6LPL Financial→
C47ABBOT FINANCIAL MANAGEMENT, INC
CRD 111040
MA$303.0M3E*Trade→
C47ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
CRD 109962
MA$712.7M—State Street→
C47FINANCIALLY IN TUNE, LLC
CRD 156200
MA$326.2M4Charles Schwab→
C47HERITAGE WEALTH MANAGEMENT, INC.
CRD 159158
MA$153.2M2Charles Schwab→