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2 firms
ActiveState: FL×AUM: $500M-$1B×Custodian: Apex Clearing×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
C40UHLER VERTICH WHITE ADVISORS, LLC
CRD 130716
FL$513.7M6Raymond James→
C30THE HIGH NET WORTH ADVISORY GROUP, LLC
CRD 309997
FL$861.7M6Raymond James→