SourcingSourcing
Filters1▾
117 firms
ActiveState: SC×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade→
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9M—E*Trade→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade→
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2M—E*Trade→
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade→
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1—→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0M—E*Trade→
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3M—E*Trade→
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab→
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C47OAK STREET ADVISORS INC
CRD 139400
SC$126.2M2—→
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1M—E*Trade→
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab→
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James→
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity→
C44GENEROUSWEALTH, LLC
CRD 308263
SC$110.4M2—→
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity→
C43COASTAL WEALTH ADVISORS, LLC
CRD 174574
SC$106.6M2—→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→
C42OAK ADVISORS, LLC
CRD 137192
SC$284.7M6Charles Schwab→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James→
C41KEEN CAPITAL, LTD
CRD 145023
SC$179.7M4Charles Schwab→