ScoreFirmStateAUMAdvisorsCustodian
C39TENCAP WEALTH COACHING, LLC
CRD 166130
UT$285.0M8Altruist
C28KESLER, NORMAN & WRIDE, LLC
CRD 307667
UT$661.4M5Altruist
C25MDRN CAPITAL, LLC
CRD 325950
MD$338.6M25Altruist