SourcingSourcing
Filters1▾
158 firms
ActiveState: IN×clear all
ScoreFirmStateAUMAdvisorsCustodian
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2—→
B64ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
IN$220.2M8E*Trade→
B64MCMAHAN CAPITAL MANAGEMENT LLC
CRD 109140
IN$135.9M2E*Trade→
B63THOMAS STORY AND SON LLC
CRD 148774
IN$328.2M2E*Trade→
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B60CRF FINANCIAL GROUP
CRD 127388
IN$279.5M1E*Trade→
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab→
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
IN$111.5M1—→
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade→
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab→
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→
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity→
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade→
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab→
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles Schwab→
C49GREENLEAF FINANCIAL GROUP, LLC
CRD 137933
IN$175.2M2E*Trade→
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab→
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity→
C48CAPITAL CITIES INVESTMENTS
CRD 116185
IN$287.9M14Charles Schwab→
C48TRADEWELL SECURITIES, LLC
CRD 332473
IN$275.8M5Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing→
C46STREET CAPITAL PARTNERS, LLC
CRD 309233
IN$238.9M4E*Trade→
C46KESSLER INVESTMENT GROUP, LLC
CRD 153696
IN$359.7M3Charles Schwab→
C46AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD 288742
IN$258.9M4Fidelity→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C46PRIVATE COUNSEL GROUP, LTD.
CRD 300083
IN$116.0M3—→
C46FORTITUDE PRIVATE WEALTH INC.
CRD 290074
IN$126.5M1Charles Schwab→
C46GAP ASSET MANAGEMENT, LLC
CRD 309925
IN$287.0M—Folio Institutional→
C45OXFORD HARRIMAN HOLDINGS ADV LLC
CRD 340313
IN$0—E*Trade→
C45SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
IN$456.9M3Charles Schwab→
C443FOURTEEN & SMI ADVISORY SERVICES, LLC
CRD 331301
IN$723.0M—E*Trade→
C44THE FINANCIAL RESOURCE CENTER, INC.
CRD 316747
IN$642.5M4E*Trade→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C44INTEGRATED INVESTMENT STRATEGIES,INC.
CRD 122706
IN$104.5M——→
C44CURRY WEBB WEALTH MANAGEMENT LLC
CRD 168692
IN$332.4M5Charles Schwab→
C44HOBBS WEALTH MANAGEMENT, LLC
CRD 325374
IN$146.7M1Charles Schwab→
C43MERIDIAN INVESTMENT ADVISORS, INC.
CRD 107593
IN$628.0M4E*Trade→
C43PELOTON CAPITAL MANAGEMENT
CRD 109775
IN$282.0M3E*Trade→
C43BULLOCK WEALTH MANAGEMENT GROUP INC.
CRD 283853
IN$261.4M8Charles Schwab→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C43THE WELLINGTON GRP LLC
CRD 332803
IN$473.6M10Charles Schwab→
C43GENESIS ADVISORS, LLC
CRD 151976
IN$121.2M4—→