SourcingSourcing
Filters1▾
136 firms
ActiveState: KS×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B56NEXT GENERATION INVESTING, LLC
CRD 149017
KS$128.0M3E*Trade→
B55DOUGLASS INVESTMENT GROUP LLC
CRD 331223
KS$173.6M2E*Trade→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B54DISCRETIONARY MANAGEMENT SERVICES, LLC
CRD 145851
KS$228.4M9E*Trade→
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab→
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab→
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity→
B51TYR CAPITAL ADVISORS, LLC
CRD 326208
KS$244.1M—E*Trade→
C50RADEMACHER FINANCIAL, INC.
CRD 114067
KS$234.3M6Raymond James→
C50KOMPASS KAPITAL ADVISORS, LLC
CRD 335041
KS$116.6M1E*Trade→
C509 STREAM CAPITAL PARTNERS LLC
CRD 340394
KS$73.9M—Goldman Sachs→
C49M3SIXTY CAPITAL, LLC
CRD 323764
KS$28.7M3E*Trade→
C49CABIN ADVISORS, LLC
CRD 312547
KS$220.2M15E*Trade→
C48TFB ADVISORS, LLC
CRD 321870
KS$840.2M17Charles Schwab→
C48SILVERHAWK CAPITAL PARTNERS, LLC
CRD 161678
KS$137.2M—E*Trade→
C48CASTLEBAR ASSET MANAGEMENT, LLC
CRD 162231
KS$122.5M3—→
C48ACCESS CAPITAL, LLC
CRD 327013
KS$105.6M1—→
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial→
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity→
C47EVEREST WEALTH MANAGEMENT, LLC
CRD 133823
KS$237.4M1E*Trade→
C47COLLABORATIVE PORTFOLIO MANAGEMENT, LLC
CRD 332929
KS$178.7M4E*Trade→
C47FORTUNE FINANCIAL ADVISORS, LLC
CRD 145799
KS$322.6M5Charles Schwab→
C46POSTROCK PARTNERS LLC
CRD 328865
KS$489.1M5Fidelity→
C46BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229
KS$128.5M2Charles Schwab→
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial→
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial→
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2M—U.S. Bank→
C44CENTRALIS CAPITAL LLC
CRD 305897
KS$60.3M—E*Trade→
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity→
C43KORNITZER CAPITAL MANAGEMENT, INC.
CRD 111087
KS$6.75B10E*Trade→
C43LEGACY INVESTMENT PARTNERS, LLC
CRD 133014
KS$403.1M6E*Trade→
C43THE ETF STORE, INC.
CRD 148229
KS$168.2M6Charles Schwab→
C41QUANTUM FINANCIAL PARTNERS LLC
CRD 138112
KS$148.6M7—→
C41RSG INVESTMENTS LLC
CRD 323527
KS$140.5M6Charles Schwab→
C41503 CAPITAL PARTNERS, LLC
CRD 327580
KS$636.4M—U.S. Bank→
C40PATHWAY FINANCIAL SOLUTIONS, INC.
CRD 340594
KS$06E*Trade→
C40ONE ADVISORY PARTNERS, LLC
CRD 161614
KS$369.5M7Charles Schwab→
C40TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711
KS$8.93B11U.S. Bank→
C40KOESTEN HIRSCHMANN & CRABTREE, INC.
CRD 107212
KS$668.3M8Charles Schwab→
C40RETIREWISE TAX AND WEALTH ADVISORS, INC.
CRD 284394
KS$242.8M7Charles Schwab→
C40CORNERSTONE SECURITIES LLC
CRD 140379
KS$210.0M10Charles Schwab→
C40GENTRY PRIVATE WEALTH, LLC
CRD 323208
KS$307.7M4Charles Schwab→