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4 firms
ActiveState: OK×AUM: $100M-$500M×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James→
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James→
C38TRANSCENDENT CAPITAL GROUP LLC
CRD 316872
OK$360.7M9Raymond James→
C33THE STOLPER COMPANY L.L.C.
CRD 132962
OK$356.3M4Raymond James→