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3 firms
ActiveState: WA×AUM: $100M-$500M×Custodian: Raymond James×Custodian: BNY Mellon×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
C48SCHMIDT FINANCIAL MANAGEMENT, INC.
CRD 328247
WA$497.5M2Pershing→
C39SILVER CREEK CAPITAL MANAGEMENT LLC
CRD 122966
WA$122.5M—BNY Mellon→