SourcingSourcing
Filters3▾
5 firms
ActiveState: MO×Custodian: Altruist×Custodian: State Street×clear all
ScoreFirmStateAUMAdvisorsCustodian
C47JIM MACKAY FINANCIAL PLANNING, LLC
CRD 169583
MO$176.0M2Altruist→
C32KENNEDY CAPITAL MANAGEMENT LLC
CRD 105834
MO$5.02B16State Street→
C22AMERICAN CENTURY INVESTMENT MANAGEMENT INC
CRD 105778
MO$305.98B—State Street→
C16FLATTERY WEALTH MANAGEMENT LLC
CRD 315190
MO—1Altruist→
C16GARGAS INVESTMENTS LLC
CRD 323947
MO—1Altruist→