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3 firms
ActiveState: WA×AUM: $100M-$500M×Custodian: Raymond James×Custodian: BNY Mellon×Custodian: Goldman Sachs×clear all
ScoreFirmStateAUMAdvisorsCustodian
C46WAFD WEALTH, INC
CRD 337346
WA$348.1M8Goldman Sachs→
C39SILVER CREEK CAPITAL MANAGEMENT LLC
CRD 122966
WA$122.5M—BNY Mellon→
C3422NW, LP
CRD 230788
WA$295.6M—Goldman Sachs→