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3 firms
ActiveState: IA×State: OK×AUM: $500M-$1B×Custodian: Wells Fargo×Custodian: E*Trade×clear all
ScoreFirmStateAUMAdvisorsCustodian
B51BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD 13609
IA$906.4M50E*Trade→
B50SPUR CAPITAL PARTNERS, LLC
CRD 115959
OK$879.9M—E*Trade→
C38DMKC ADVISORY SERVICES, LLC
CRD 145112
IA$902.5M11E*Trade→