ScoreFirmStateAUMAdvisorsCustodian
C47GRAETZ WEALTH, LLC
CRD 317857
MI$158.2M3Altruist
C43THE ABBIT MANAGEMENT CORP
CRD 110507
MI$252.3M3Altruist
C39CORNERSTONE WEALTH PARTNERS, LLC
CRD 146602
MI$145.9M10Altruist
C31MOKAN WEALTH MANAGEMENT INC
CRD 328005
KS$250.3M2Altruist
C29RETIREMENT PORTFOLIOS, LLC
CRD 330289
KS$290.0M2Altruist